Institutions / Boston Research & Management Inc / Activity
Activity — Boston Research & Management Inc
81 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 464287200 Common stock | $-1.8K | -3K -8.68% | 29,066 4.51% of portfolio | low |
| Q1 2026 as of | Trim | 57636q104 Common stock | $-1.2K | -2K -12.35% | 16,752 1.99% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-992 | -4K -7.30% | 49,674 2.99% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-861 | -2K -5.93% | 36,860 3.24% of portfolio | low |
| Q1 2026 as of | Add | 00724f101 Common stock | $836 | +3K +33.42% | 13,728 0.79% of portfolio | low |
| Q1 2026 as of | Add | Comcast Corp. Common stock | $746 | +26K +26.82% | 122,976 0.84% of portfolio | low |
| Q1 2026 as of | Exit | 464287812 Common stock | $-702 | -11K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 30231g102 Common stock | $-653 | -4K -6.75% | 53,185 2.14% of portfolio | low |
| Q1 2026 as of | Exit | Yum! Brands Inc Common stock | $-653 | -4K -100.00% | 0 | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $630 | +685 +16.51% | 4,833 1.06% of portfolio | low |
| Q1 2026 as of | Trim | 02079k305 Common stock | $-441 | -2K -3.36% | 44,116 3.01% of portfolio | low |
| Q1 2026 as of | Trim | 02079k107 Common stock | $-406 | -1K -21.91% | 5,042 0.34% of portfolio | low |
| Q1 2026 as of | Trim | General Electric Co Common stock | $-398 | -1K -59.33% | 965 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 464287655 Common stock | $-371 | -1K -7.48% | 18,497 1.09% of portfolio | low |
| Q1 2026 as of | Trim | 46137V357 Common stock | $-319 | -2K -26.38% | 4,647 0.21% of portfolio | low |
| Q1 2026 as of | Add | United Parcel Service Inc Common stock | $312 | +3K +8.08% | 42,437 0.99% of portfolio | low |
| Q1 2026 as of | Trim | 36828a101 Common stock | $-306 | -351 -58.50% | 249 0.05% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $303 | +3K +5.21% | 59,676 1.46% of portfolio | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-295 | -2K -2.11% | 110,124 3.25% of portfolio | low |
| Q1 2026 as of | Add | General Mills Inc Common stock | $290 | +8K +7.79% | 107,872 0.95% of portfolio | low |
| Q1 2026 as of | Exit | The Boeing Company Common stock | $-282 | -1K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 00846u101 Common stock | $-236 | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | CH Robinson Worldwide Inc Common stock | $-223 | -1K -100.00% | 0 | low |
| Q1 2026 as of | Add | g54950103 Common stock | $217 | +438 +2.86% | 15,768 1.86% of portfolio | low |
| Q1 2026 as of | Exit | 98850p109 Common stock | $-209 | -4K -100.00% | 0 | low |
| Q1 2026 as of | New | Archer-Daniels-Midland Co Common stock | $209 | +3K | 2,880 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-207 | -433 -2.39% | 17,672 2.01% of portfolio | low |
| Q1 2026 as of | New | Texas Instruments Inc Common stock | $205 | +1K | 1,060 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 46625h100 Common stock | $-204 | -692 -2.09% | 32,363 2.26% of portfolio | low |
| Q1 2026 as of | Exit | CVS HEALTH Corp Common stock | $-201 | -3K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 78467X109 Common stock | $-197 | -425 -20.71% | 1,627 0.18% of portfolio | low |
| Q1 2026 as of | Add | 29444u700 Common stock | $189 | +193 +4.93% | 4,106 0.96% of portfolio | low |
| Q1 2026 as of | Trim | 98419m100 Common stock | $-181 | -2K -2.63% | 56,127 1.59% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $176 | +2K +3.92% | 48,377 1.11% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $131 | +2K +3.08% | 50,546 1.04% of portfolio | low |
| Q1 2026 as of | Add | Tractor Supply Co /De Common stock | $127 | +3K +1.68% | 169,475 1.82% of portfolio | low |
| Q1 2026 as of | Trim | 464287507 Common stock | $-123 | -2K -3.48% | 50,493 0.81% of portfolio | low |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-121 | -612 -3.34% | 17,696 0.83% of portfolio | low |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $116 | +235 +2.22% | 10,814 1.26% of portfolio | low |
| Q1 2026 as of | Trim | Lockheed Martin Corp Common stock | $-83 | -138 -1.22% | 11,161 1.60% of portfolio | low |
| Q1 2026 as of | Trim | 00287y109 Common stock | $-73 | -335 -0.69% | 48,353 2.50% of portfolio | low |
| Q1 2026 as of | Trim | 23331a109 Common stock | $-72 | -527 -1.29% | 40,290 1.31% of portfolio | low |
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-70 | -2K -0.74% | 201,370 2.22% of portfolio | low |
| Q1 2026 as of | Add | Merck & Co., Inc. Common stock | $70 | +578 +0.88% | 66,572 1.90% of portfolio | low |
| Q1 2026 as of | Exit | 292102100 Common stock | $-67 | -11K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Labcorp Holdings Inc. Common stock | $-63 | -235 -1.00% | 23,308 1.48% of portfolio | low |
| Q1 2026 as of | Trim | Snap-on Inc Common stock | $-62 | -170 -0.94% | 17,954 1.55% of portfolio | low |
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-61 | -180 -18.46% | 795 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 17275r102 Common stock | $-61 | -788 -0.62% | 125,526 2.31% of portfolio | low |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-59 | -635 -0.85% | 73,976 1.63% of portfolio | low |