Institutions / Estabrook Capital Management

Estabrook Capital Management

CIK 1344717 · Institution · as of Mar 31, 2026
Portfolio value
$685.26M
Positions
380
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$685.26M+0.6%
$685.26M$683.16M$681.06MQ4 '25Q1 '26

Positions

380+16.2%
380354327Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 380 →
CompanyClassValueShares% of portfolio
Microsoft Corp$55.91M151,0518.2%
JPMorgan Chase & Co$47.74M162,3077.0%
Apple Inc.$45.58M179,5816.7%
Costco Wholesale Corp /New$32.92M33,0404.8%
Johnson & Johnson$21.96M89,8573.2%
Alphabet Inc.$19.84M68,9772.9%
Chevron Corp$16.48M79,6552.4%
International Business Machines Corp$16.22M66,9092.4%
Honeywell International Inc$15.78M69,8302.3%
Citigroup Inc$15.53M136,9522.3%
ConocoPhillips$15.26M115,5842.2%
The PNC Financial Services Group, Inc.$14.85M71,3822.2%
Union Pacific Corp$14.06M57,9622.1%
Bank of America Corp /De$13.98M286,8512.0%
Cisco Systems, Inc.$13.71M176,6392.0%
Chubb Ltd$13.64M41,8352.0%
Exxon Mobil Corp$12.57M74,1171.8%
Merck & Co., Inc.$11.82M98,2441.7%
Williams Cos Inc/The$11.57M159,0181.7%
Corning Inc /Ny$10.72M78,8701.6%
Pfizer Inc$9.26M329,7631.4%
Wells Fargo & COMPANY/MN$9.19M115,3841.3%
Walmart Inc.$9.09M73,1321.3%
Verizon Communications Inc$9.01M179,4401.3%
General Electric Co$9.00M31,7151.3%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimCorning Inc /Ny
Common stock
$-3.51M-26K
-24.67%
78,870
1.56% of portfolio
low
Q1 2026
as of
AddPfizer Inc
Common stock
$1.47M+52K
+18.90%
329,763
1.35% of portfolio
low
Q1 2026
as of
AddAT&T Inc.
Common stock
$886.1K+31K
+14.36%
243,467
1.03% of portfolio
low
Q1 2026
as of
TrimMicrosoft Corp
Common stock
$-436.8K-1K
-0.78%
151,051
8.16% of portfolio
low
Q1 2026
as of
TrimMedtronic plc
Common stock
$-367.8K-4K
-4.79%
84,459
1.07% of portfolio
low
Q1 2026
as of
TrimApple Inc.
Common stock
$-359.6K-1K
-0.78%
179,581
6.65% of portfolio
low
Q1 2026
as of
TrimIntel Corp
Common stock
$-354.9K-8K
-17.90%
36,902
0.24% of portfolio
low
Q1 2026
as of
TrimInternational Business Machines Corp
Common stock
$-317.8K-1K
-1.92%
66,909
2.37% of portfolio
low
Q1 2026
as of
TrimCisco Systems, Inc.
Common stock
$-278.0K-4K
-1.99%
176,639
2.00% of portfolio
low
Q1 2026
as of
TrimSolstice Advanced Materials Inc.
Common stock
$-270.9K-4K
-25.48%
10,401
0.12% of portfolio
low