Institutions / Westchester Capital Management, Inc.
Westchester Capital Management, Inc.
CIK 1390063 · Institution · as of Mar 31, 2026
Portfolio value
$496.53M
Positions
45
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$496.53M+2.6%Positions
45+4.7%Top holdings
Mar 31, 2026View all 45 →
| Company | Value | % of portfolio |
|---|---|---|
| Caterpillar Inc | $41.70M | 8.4% |
| Apple Inc. | $39.77M | 8.0% |
| Walmart Inc. | $31.24M | 6.3% |
| Alphabet Inc. | $29.78M | 6.0% |
| Warren E. Buffett | $27.46M | 5.5% |
| Microsoft Corp | $27.27M | 5.5% |
| JPMorgan Chase & Co | $24.54M | 4.9% |
| AbbVie Inc. | $22.54M | 4.5% |
| Bank of New York Mellon Corp/The | $21.91M | 4.4% |
| Valero Energy Corp | $21.17M | 4.3% |
| Waste Management Inc | $20.76M | 4.2% |
| Exxon Mobil Corp | $20.46M | 4.1% |
| Cisco Systems, Inc. | $19.51M | 3.9% |
| Lockheed Martin Corp | $19.46M | 3.9% |
| Mcdonald'S Corp | $16.04M | 3.2% |
| Johnson & Johnson | $14.83M | 3.0% |
| Microchip Technology Inc | $12.99M | 2.6% |
| Home Depot, Inc. | $12.86M | 2.6% |
| Amazon.com Inc | $8.83M | 1.8% |
| Medtronic plc | $8.78M | 1.8% |
| Salesforce Inc | $8.62M | 1.7% |
| Intel Corp | $8.36M | 1.7% |
| Pfizer Inc | $7.91M | 1.6% |
| Becton Dickinson & Co | $7.44M | 1.5% |
| Walt Disney Co | $4.45M | 0.9% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Waters Corp Common stock | $1.84M | +6K | 6,184 0.37% of portfolio | low |
| Q1 2026 as of | Add | Bank of New York Mellon Corp/The Common stock | $1.43M | +12K +6.99% | 184,721 4.41% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $402.0K | +1K +1.50% | 73,677 5.49% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $400.5K | +700 +2000.00% | 735 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-328.1K | -1K -1.09% | 103,578 6.00% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $300.3K | +1K +1.24% | 83,413 4.94% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $298.4K | +1K +1.34% | 103,643 4.54% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $195.7K | +1K +9.47% | 14,572 0.46% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-189.2K | -1K -0.92% | 120,573 4.12% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $188.8K | +394 +0.69% | 57,299 5.53% of portfolio | low |