Institutions / Lee Johnson Capital Management, LLC / Activity
Activity — Lee Johnson Capital Management, LLC
21 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $8.28M | +14K | 14,255 2.59% of portfolio | medium |
| Q2 2026 as of | New | Caterpillar Inc Common stock | $7.41M | +7K | 6,955 2.32% of portfolio | medium |
| Q2 2026 as of | New | Intel Corp Common stock | $6.62M | +47K | 47,421 2.07% of portfolio | medium |
| Q2 2026 as of | New | 53656G498 Common stock | $6.52M | +101K | 101,392 2.04% of portfolio | medium |
| Q2 2026 as of | New | Unitedhealth Group Inc Common stock | $6.18M | +15K | 14,869 1.93% of portfolio | medium |
| Q2 2026 as of | New | N07059210 Common stock | $6.12M | +3K | 3,076 1.91% of portfolio | medium |
| Q2 2026 as of | New | Analog Devices Inc Common stock | $5.19M | +13K | 13,065 1.62% of portfolio | medium |
| Q2 2026 as of | New | Morgan Stanley Common stock | $5.05M | +24K | 24,174 1.58% of portfolio | medium |
| Q2 2026 as of | New | 767204100 Common stock | $4.31M | +45K | 45,393 1.35% of portfolio | low |
| Q2 2026 as of | New | SMFG Sumitomo Mitsui Financial Group, Inc. ADR | $3.87M | +164K | 163,993 1.21% of portfolio | low |
| Q2 2026 as of | New | 464288836 Common stock | $1.75M | +18K | 17,707 0.55% of portfolio | low |
| Q2 2026 as of | New | 464287713 Common stock | $1.70M | +40K | 40,170 0.53% of portfolio | low |
| Q2 2026 as of | New | 464287531 Common stock | $1.54M | +13K | 12,864 0.48% of portfolio | low |
| Q2 2026 as of | New | 81369Y886 Common stock | $1.08M | +24K | 23,717 0.34% of portfolio | low |
| Q2 2026 as of | New | 464287796 Common stock | $946.1K | +17K | 16,718 0.30% of portfolio | low |
| Q2 2026 as of | New | 33734X200 Common stock | $395.1K | +12K | 12,350 0.12% of portfolio | low |
| Q2 2026 as of | New | 336917109 Common stock | $354.2K | +7K | 7,279 0.11% of portfolio | low |
| Q2 2026 as of | New | 45784N452 Common stock | $294.1K | +15K | 14,649 0.09% of portfolio | low |
| Q2 2026 as of | New | Western Digital Corp Common stock | $274.6K | +430 | 430 0.09% of portfolio | low |
| Q2 2026 as of | New | Citigroup Inc Common stock | $232.3K | +2K | 1,660 0.07% of portfolio | low |
| Q2 2026 as of | New | 45784N510 Common stock | $202.5K | +9K | 9,205 0.06% of portfolio | low |