Institutions / Linscomb Wealth, Inc. / Activity
Activity — Linscomb Wealth, Inc.
328 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 921937827 Common stock | $-1.1K | -14 -0.25% | 5,538 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 803054204 Common stock | $-1.2K | -7 -0.53% | 1,311 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 78464A409 Common stock | $1.5K | +15 +0.24% | 6,158 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 46434V613 Common stock | $-2.3K | -49 -0.16% | 31,163 0.06% of portfolio | low |
| Q1 2026 as of | Add | 3M Co Common stock | $3.2K | +22 +1.45% | 1,535 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Occidental Petroleum Corp /De Common stock | $3.2K | +50 +0.05% | 91,590 0.26% of portfolio | low |
| Q1 2026 as of | Add | 922908595 Common stock | $3.6K | +12 +1.45% | 841 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287606 Common stock | $-3.7K | -37 -0.98% | 3,757 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 922908736 Common stock | $-5.2K | -12 -0.47% | 2,545 0.05% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $5.9K | +74 +0.79% | 9,410 0.03% of portfolio | low |
| Q1 2026 as of | Add | 92204A702 Common stock | $7.7K | +11 +2.18% | 516 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 808524805 Common stock | $-7.7K | -311 -3.19% | 9,452 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287408 Common stock | $-8.0K | -38 -1.17% | 3,222 0.03% of portfolio | low |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $8.6K | +227 +0.08% | 275,809 0.46% of portfolio | low |
| Q1 2026 as of | Trim | Paychex Inc Common stock | $-8.7K | -94 -3.92% | 2,306 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Tesla Inc Common stock | $-8.9K | -24 -0.59% | 4,058 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 72201R833 Common stock | $-9.8K | -97 -3.64% | 2,569 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 92206C664 Common stock | $-11.1K | -111 -1.79% | 6,078 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 464287473 Common stock | $-11.2K | -77 -1.25% | 6,094 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 464287481 Common stock | $-11.3K | -88 -1.25% | 6,949 0.04% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-12.0K | -138 -2.16% | 6,244 0.02% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $12.0K | +84 +4.27% | 2,050 0.01% of portfolio | low |
| Q1 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-12.1K | -84 -0.66% | 12,603 0.08% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $12.2K | +115 +5.41% | 2,242 0.01% of portfolio | low |
| Q1 2026 as of | Add | Linde PLC Common stock | $12.9K | +26 +2.86% | 935 0.02% of portfolio | low |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $13.5K | +129 +0.61% | 21,133 0.10% of portfolio | low |
| Q1 2026 as of | Add | Take Two Interactive Software Inc Common stock | $15.0K | +76 +7.60% | 1,076 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46641Q670 Common stock | $-15.8K | -336 -5.75% | 5,511 0.01% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $17.2K | +57 +2.07% | 2,811 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 464288273 Common stock | $-19.5K | -249 -6.69% | 3,475 0.01% of portfolio | low |
| Q1 2026 as of | Add | 78464A854 Common stock | $19.9K | +260 +8.51% | 3,316 0.01% of portfolio | low |
| Q1 2026 as of | Add | Iron Mountain Inc Common stock | $20.1K | +197 +4.14% | 4,954 0.02% of portfolio | low |
| Q1 2026 as of | Add | 78463X889 Common stock | $21.6K | +473 +6.95% | 7,278 0.01% of portfolio | low |
| Q1 2026 as of | Add | 82509L107 Common stock | $22.2K | +187 +12.36% | 1,700 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | ANET Arista Networks, Inc. Common Stock | $-23.2K | -189 -1.44% | 12,933 0.07% of portfolio | low |
| Q1 2026 as of | Add | Marathon Petroleum Corp Common stock | $23.4K | +96 +1.62% | 6,006 0.07% of portfolio | low |
| Q1 2026 as of | Add | Valero Energy Corp Common stock | $23.7K | +96 +1.60% | 6,093 0.07% of portfolio | low |
| Q1 2026 as of | Add | TotalEnergies SE Common stock | $25.3K | +278 +8.75% | 3,454 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 922908751 Common stock | $-25.7K | -98 -4.28% | 2,194 0.03% of portfolio | low |
| Q1 2026 as of | Add | DuPont de Nemours, Inc. Common stock | $28.8K | +629 +5.51% | 12,045 0.02% of portfolio | low |
| Q1 2026 as of | Add | 46641Q837 Common stock | $29.0K | +573 +7.75% | 7,970 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Bank of New York Mellon Corp/The Common stock | $-29.3K | -247 -7.62% | 2,993 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Dominion Energy, Inc Common stock | $-32.8K | -530 -8.90% | 5,426 0.01% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $34.0K | +80 +2.88% | 2,860 0.05% of portfolio | low |
| Q1 2026 as of | Add | Elanco Animal Health Inc Common stock | $35.0K | +1K +8.93% | 17,862 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Stellar Bancorp, Inc. Common stock | $-35.5K | -970 -5.80% | 15,742 0.03% of portfolio | low |
| Q1 2026 as of | Exit | SER Serina Therapeutics, Inc. Common Stock | $-36.0K | -19K -100.00% | 0 | low |
| Q1 2026 as of | New | 66510M204 Common stock | $37.1K | +27K | 26,500 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $38.8K | +81 +1.64% | 5,017 0.11% of portfolio | low |
| Q1 2026 as of | Add | 921932505 Common stock | $40.8K | +100 +19.69% | 608 0.01% of portfolio | low |