Institutions / Kimelman & Baird, LLC / Activity
Activity — Kimelman & Baird, LLC
101 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 98421M114 Common stock | $3 | +25 | 25 0.00% of portfolio | low |
| Q1 2026 as of | Exit | Chemours Co Common stock | $-1.2K | -100 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Liberty Live Holdings, Inc. Common stock | $-1.5K | -16 -50.00% | 16 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Uber Technologies, Inc Common stock | $-1.9K | -27 -0.01% | 338,651 2.00% of portfolio | low |
| Q1 2026 as of | Trim | Slb LIMITED/NV Common stock | $-2.6K | -50 -50.00% | 50 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Marriott International Inc/MD Common stock | $-3.3K | -10 -5.41% | 175 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $4.4K | +88 +4.50% | 2,044 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $4.8K | +13 +3.47% | 388 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-5.7K | -21 -28.00% | 54 <0.01% of portfolio | low |
| Q1 2026 as of | New | ACV Auctions Inc. Common stock | $8.1K | +2K | 1,905 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Viatris Inc Common stock | $-8.4K | -620 -57.46% | 459 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $9.1K | +95 +2.88% | 3,395 0.03% of portfolio | low |
| Q1 2026 as of | New | Broadcom Inc. Common stock | $10.2K | +33 | 33 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $10.6K | +45 +26.47% | 215 <0.01% of portfolio | low |
| Q1 2026 as of | New | Valero Energy Corp Common stock | $11.1K | +45 | 45 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $11.2K | +76 +1520.00% | 81 <0.01% of portfolio | low |
| Q1 2026 as of | New | Corning Inc /Ny Common stock | $11.3K | +83 | 83 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $11.6K | +75 +3.34% | 2,323 0.03% of portfolio | low |
| Q1 2026 as of | Add | Utz Brands, Inc. Common stock | $11.9K | +2K +2.75% | 55,984 0.04% of portfolio | low |
| Q1 2026 as of | Exit | Millrose Properties, Inc. Common stock | $-12.3K | -412 -100.00% | 0 | low |
| Q1 2026 as of | Trim | L72967109 Common stock | $-13.0K | -2K -80.00% | 500 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $13.2K | +54 +0.52% | 10,450 0.21% of portfolio | low |
| Q1 2026 as of | Trim | Westamerica Bancorporation Common stock | $-13.3K | -255 -50.50% | 250 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-16.3K | -25 -4.49% | 532 0.03% of portfolio | low |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $17.0K | +24 +24.00% | 124 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Mondelez International, Inc. Common stock | $-17.3K | -300 -1.33% | 22,307 0.11% of portfolio | low |
| Q1 2026 as of | New | Lockheed Martin Corp Common stock | $18.1K | +30 | 30 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | 000876110 Common stock | $-19.6K | -200 -100.00% | 0 | low |
| Q1 2026 as of | New | Morgan Stanley Common stock | $19.7K | +120 | 120 <0.01% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $20.8K | +144 +0.73% | 19,804 0.24% of portfolio | low |
| Q1 2026 as of | Add | 921946406 Common stock | $22.2K | +150 +31.98% | 619 <0.01% of portfolio | low |
| Q1 2026 as of | New | Target Corp Common stock | $24.2K | +200 | 200 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Fiserv Inc Common stock | $-26.9K | -400 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Marvell Technology, Inc. Common stock | $-27.7K | -280 -0.11% | 246,782 2.01% of portfolio | low |
| Q1 2026 as of | Trim | The Boeing Company Common stock | $-28.5K | -143 -0.12% | 117,128 1.92% of portfolio | low |
| Q1 2026 as of | Exit | Mosaic Co/The Common stock | $-28.9K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Estee Lauder Cos Inc/The Common stock | $-31.4K | -300 -100.00% | 0 | low |
| Q1 2026 as of | New | 922042775 Common stock | $32.4K | +432 | 432 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Roper Technologies Inc Common stock | $-33.4K | -75 -100.00% | 0 | low |
| Q1 2026 as of | Exit | CDW Corp Common stock | $-34.0K | -250 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Honeywell International Inc Common stock | $-39.8K | -176 -0.14% | 129,687 2.41% of portfolio | low |
| Q1 2026 as of | Add | FNLC First Bancorp, Inc /ME Common Stock | $42.0K | +2K +4.40% | 35,625 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Eog Resources Inc Common stock | $-42.6K | -295 -3.04% | 9,400 0.11% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $43.3K | +500 +0.30% | 169,890 1.21% of portfolio | low |
| Q1 2026 as of | Trim | Chevron Corp Common stock | $-45.5K | -220 -0.54% | 40,433 0.69% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-47.9K | -100 -20.00% | 400 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Camden National Corp Common stock | $-48.4K | -1K -0.73% | 138,339 0.54% of portfolio | low |
| Q1 2026 as of | Trim | Wendy's Co Common stock | $-48.7K | -7K -12.20% | 50,355 0.03% of portfolio | low |
| Q1 2026 as of | Exit | Intuit Inc. Common stock | $-49.7K | -75 -100.00% | 0 | low |
| Q1 2026 as of | New | International Paper Co /New Common stock | $51.8K | +1K | 1,450 <0.01% of portfolio | low |