Institutions / Hartford Financial Management Inc. / Activity
Activity — Hartford Financial Management Inc.
195 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 90139K308 Common stock | $5.21M | +209K | 208,734 1.33% of portfolio | medium |
| Q1 2026 as of | New | 90139K100 Common stock | $4.99M | +138K | 137,840 1.27% of portfolio | low |
| Q1 2026 as of | New | 233051200 Common stock | $4.86M | +98K | 98,425 1.24% of portfolio | low |
| Q1 2026 as of | Trim | 46137V241 Common stock | $-4.07M | -54K -68.17% | 25,293 0.48% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $1.19M | +8K +29.91% | 35,164 1.32% of portfolio | low |
| Q1 2026 as of | Add | Rayonier Inc Common stock | $1.09M | +53K +3043.07% | 54,438 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-1.06M | -3K -8.81% | 32,082 2.79% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $1.06M | +3K +10.29% | 30,561 2.88% of portfolio | low |
| Q1 2026 as of | Exit | PCH Potlatchdeltic Corp REIT | $-987.1K | -25K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 46641Q670 Common stock | $-923.4K | -20K -2.70% | 706,122 8.47% of portfolio | low |
| Q1 2026 as of | Add | 46641Q647 Common stock | $759.9K | +15K +5.65% | 284,481 3.62% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $748.3K | +1K +24.06% | 6,745 0.98% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-613.6K | -2K -7.57% | 26,105 1.91% of portfolio | low |
| Q1 2026 as of | Trim | Kla Corp Common stock | $-593.4K | -403 -13.97% | 2,481 0.93% of portfolio | low |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-505.2K | -1K -10.97% | 12,136 1.05% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $417.7K | +1K +9.90% | 15,342 1.18% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-391.8K | -553 -5.83% | 8,940 1.61% of portfolio | low |
| Q1 2026 as of | Exit | 046353108 Common stock | $-352.5K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $322.0K | +3K +14.15% | 27,018 0.66% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-286.8K | -1K -1.73% | 64,346 4.16% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-280.6K | -2K -5.13% | 30,605 1.32% of portfolio | low |
| Q1 2026 as of | Add | First Trust Exchange-Traded Fund VIII Common stock | $271.3K | +6K +5.44% | 118,765 1.34% of portfolio | low |
| Q1 2026 as of | Add | 46654Q732 Common stock | $268.9K | +3K +4.92% | 72,085 1.46% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-243.5K | -996 -9.50% | 9,487 0.59% of portfolio | low |
| Q1 2026 as of | Trim | First Trust Exchange-Traded Fund Common stock | $-242.4K | -1K -4.14% | 27,948 1.43% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $237.5K | +1K +8.65% | 14,684 0.76% of portfolio | low |
| Q1 2026 as of | Trim | 46641Q845 Common stock | $-224.6K | -4K -1.28% | 329,105 4.40% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $185.0K | +2K +37.93% | 8,848 0.17% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-177.3K | -919 -3.74% | 23,634 1.16% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $176.8K | +601 +2.11% | 29,151 2.19% of portfolio | low |
| Q1 2026 as of | Trim | 92204A702 Common stock | $-172.3K | -247 -1.10% | 22,254 3.96% of portfolio | low |
| Q1 2026 as of | Trim | Csx Corp Common stock | $-170.5K | -4K -3.26% | 123,231 1.29% of portfolio | low |
| Q1 2026 as of | Trim | Freeport-McMoran Inc Common stock | $-168.4K | -3K -13.63% | 18,162 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Williams Cos Inc/The Common stock | $-168.3K | -2K -6.87% | 31,374 0.58% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-164.3K | -1K -7.78% | 16,196 0.50% of portfolio | low |
| Q1 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-158.5K | -3K -12.45% | 23,841 0.28% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $157.3K | +902 +1.27% | 71,839 3.19% of portfolio | low |
| Q1 2026 as of | Trim | Marathon Petroleum Corp Common stock | $-129.9K | -532 -6.07% | 8,239 0.51% of portfolio | low |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $129.1K | +477 +7.78% | 6,605 0.46% of portfolio | low |
| Q1 2026 as of | Trim | Chevron Corp Common stock | $-122.7K | -593 -3.77% | 15,129 0.80% of portfolio | low |
| Q1 2026 as of | Trim | Weyerhaeuser Co Common stock | $-117.2K | -5K -48.06% | 5,186 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-116.4K | -233 -30.62% | 528 0.07% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $114.5K | +550 +2.65% | 21,338 1.13% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $113.0K | +2K +4.17% | 57,847 0.72% of portfolio | low |
| Q1 2026 as of | Trim | Corning Inc /Ny Common stock | $-108.8K | -800 -3.58% | 21,546 0.75% of portfolio | low |
| Q1 2026 as of | Add | Mondelez International, Inc. Common stock | $103.8K | +2K +5.57% | 34,128 0.50% of portfolio | low |
| Q1 2026 as of | Trim | Qnity Electronics, Inc. Common stock | $-102.3K | -887 -51.36% | 840 0.02% of portfolio | low |
| Q1 2026 as of | New | IBRX ImmunityBio, Inc. Common Stock | $99.7K | +13K | 12,998 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 46641Q837 Common stock | $-90.9K | -2K -3.89% | 44,389 0.57% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $90.6K | +189 +1.97% | 9,764 1.19% of portfolio | low |