Institutions / Wilkins Investment Counsel Inc / Activity
Activity — Wilkins Investment Counsel Inc
77 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Newmont Corp Common stock | $-8.48M | -78K -17.14% | 378,630 5.87% of portfolio | medium |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-7.79M | -32K -32.19% | 67,094 2.35% of portfolio | medium |
| Q1 2026 as of | Add | Fiserv Inc Common stock | $3.99M | +72K +61.07% | 188,705 1.51% of portfolio | low |
| Q1 2026 as of | Trim | F5 Inc Common stock | $-3.85M | -13K -51.10% | 12,725 0.53% of portfolio | low |
| Q1 2026 as of | Add | BIO-TECHNE Corp Common stock | $3.70M | +71K +68.60% | 174,115 1.30% of portfolio | low |
| Q1 2026 as of | Trim | Sysco Corp Common stock | $-3.53M | -49K -27.02% | 133,528 1.36% of portfolio | low |
| Q1 2026 as of | Add | Copart Inc Common stock | $2.95M | +89K +46.45% | 280,142 1.33% of portfolio | low |
| Q1 2026 as of | Add | Iqvia Holdings Inc. Common stock | $2.32M | +14K +19.90% | 81,969 2.00% of portfolio | low |
| Q1 2026 as of | Add | American Tower Corp Common stock | $1.72M | +10K +24.60% | 50,439 1.25% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $1.70M | +8K +10.76% | 86,151 2.51% of portfolio | low |
| Q1 2026 as of | Trim | Williams Cos Inc/The Common stock | $-1.61M | -22K -7.10% | 289,330 3.02% of portfolio | low |
| Q1 2026 as of | Trim | 055622104 Common stock | $-1.60M | -34K -6.83% | 463,342 3.12% of portfolio | low |
| Q1 2026 as of | Exit | Gartner Inc Common stock | $-1.25M | -5K -100.00% | 0 | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $963.7K | +5K +157.76% | 7,560 0.23% of portfolio | low |
| Q1 2026 as of | Add | Clorox Co /De Common stock | $728.5K | +7K +12.77% | 62,094 0.92% of portfolio | low |
| Q1 2026 as of | Trim | 66987V109 Common stock | $-570.5K | -4K -3.21% | 112,677 2.47% of portfolio | low |
| Q1 2026 as of | Trim | Slb LIMITED/NV Common stock | $-553.7K | -11K -3.75% | 276,810 2.04% of portfolio | low |
| Q1 2026 as of | Add | Weyerhaeuser Co Common stock | $518.8K | +21K +4.20% | 527,265 1.84% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $439.4K | +5K +2.58% | 201,421 2.50% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-434.0K | -4K -1.44% | 246,748 4.25% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $413.8K | +3K +2.48% | 109,980 2.45% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $399.0K | +1K +6.89% | 16,720 0.89% of portfolio | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-375.9K | -3K -18.30% | 13,506 0.24% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-350.2K | -1K -6.10% | 21,238 0.77% of portfolio | low |
| Q1 2026 as of | New | Corning Inc /Ny Common stock | $278.7K | +2K | 2,050 0.04% of portfolio | low |
| Q1 2026 as of | New | Dow Inc. Common stock | $259.1K | +6K | 6,222 0.04% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-257.5K | -280 -10.13% | 2,484 0.33% of portfolio | low |
| Q1 2026 as of | Add | International Flavors & Fragrances Inc Common stock | $250.3K | +3K +1.52% | 230,664 2.40% of portfolio | low |
| Q1 2026 as of | New | Lockheed Martin Corp Common stock | $247.2K | +409 | 409 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-240.5K | -738 -0.98% | 74,729 3.49% of portfolio | low |
| Q1 2026 as of | Exit | 464287614 Common stock | $-236.7K | -500 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 25243Q205 Common stock | $-215.7K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund Closed-End Fund | $-203.8K | -7K -100.00% | 0 | low |
| Q1 2026 as of | Trim | United Parcel Service Inc Common stock | $-197.4K | -2K -1.31% | 151,072 2.13% of portfolio | low |
| Q1 2026 as of | Trim | Northern Trust Corp Common stock | $-192.3K | -1K -0.98% | 139,073 2.78% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-180.7K | -255 -6.74% | 3,528 0.36% of portfolio | low |
| Q1 2026 as of | Add | Corteva, Inc. Common stock | $175.7K | +2K +0.66% | 318,391 3.82% of portfolio | low |
| Q1 2026 as of | Trim | Bank of New York Mellon Corp/The Common stock | $-142.4K | -1K -6.47% | 17,345 0.29% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $139.4K | +965 +0.71% | 137,632 2.85% of portfolio | low |
| Q1 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-139.4K | -515 -25.43% | 1,510 0.06% of portfolio | low |
| Q1 2026 as of | Add | Fastenal Co Common stock | $111.4K | +2K +1.44% | 169,255 1.12% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $109.6K | +1K +2.02% | 57,352 0.79% of portfolio | low |
| Q1 2026 as of | Add | Colgate Palmolive Co Common stock | $98.9K | +1K +1.04% | 113,069 1.38% of portfolio | low |
| Q1 2026 as of | Add | Honeywell International Inc Common stock | $97.0K | +429 +15.11% | 3,269 0.11% of portfolio | low |
| Q1 2026 as of | Add | Kimberly Clark Corp Common stock | $77.2K | +800 +12.63% | 7,135 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Hershey Co Common stock | $-69.6K | -335 -1.14% | 28,995 0.86% of portfolio | low |
| Q1 2026 as of | Trim | Fortinet Inc Common stock | $-58.9K | -721 -0.47% | 151,323 1.77% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $54.4K | +180 +2.30% | 8,012 0.35% of portfolio | low |
| Q1 2026 as of | Trim | General Mills Inc Common stock | $-50.6K | -1K -2.81% | 46,990 0.25% of portfolio | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-49.1K | -375 -0.32% | 117,548 2.21% of portfolio | low |