Institutions / Beverly Hills Private Wealth, LLC / Activity
Activity — Beverly Hills Private Wealth, LLC
342 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 464288257 Common stock | $-20.16M | -128K -98.51% | 1,940 0.06% of portfolio | medium |
| Q2 2026 as of | Trim | Corning Inc /Ny Common stock | $-6.58M | -26K -76.60% | 7,864 0.39% of portfolio | medium |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-5.71M | -20K -19.87% | 79,542 4.43% of portfolio | medium |
| Q2 2026 as of | Trim | Philip Morris International Inc. Common stock | $-5.22M | -29K -49.43% | 29,510 1.03% of portfolio | medium |
| Q2 2026 as of | Add | Avalonbay Communities Inc Common stock | $4.36M | +23K +690.94% | 26,465 0.96% of portfolio | low |
| Q2 2026 as of | Add | Vistra Corp. Common stock | $4.26M | +27K +672.96% | 30,841 0.94% of portfolio | low |
| Q2 2026 as of | Trim | 283678209 Common stock | $-4.16M | -82K -86.27% | 13,107 0.13% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $3.85M | +11K +61.96% | 29,361 1.94% of portfolio | low |
| Q2 2026 as of | Trim | Cbl & Associates Properties Inc Common stock | $-3.24M | -61K -28.63% | 152,124 1.55% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-3.18M | -8K -38.35% | 13,524 0.98% of portfolio | low |
| Q2 2026 as of | Trim | 381430529 Common stock | $-3.16M | -32K -62.70% | 18,759 0.36% of portfolio | low |
| Q2 2026 as of | Exit | Exxon Mobil Corp Common stock | $-3.15M | -26K -100.00% | 0 | low |
| Q2 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-3.13M | -7K -21.69% | 23,679 2.17% of portfolio | low |
| Q2 2026 as of | Trim | Texas Instruments Inc Common stock | $-2.88M | -10K -68.69% | 4,410 0.25% of portfolio | low |
| Q2 2026 as of | New | MUC BlackRock MuniHoldings California Quality Fund, Inc. Closed-End Fund | $2.80M | +254K | 254,357 0.54% of portfolio | low |
| Q2 2026 as of | Add | 92206C102 Common stock | $2.79M | +48K +39.43% | 169,625 1.90% of portfolio | low |
| Q2 2026 as of | Add | 92206C706 Common stock | $2.59M | +44K +22.78% | 236,197 2.68% of portfolio | low |
| Q2 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-2.58M | -22K -44.61% | 27,268 0.62% of portfolio | low |
| Q2 2026 as of | Trim | MGM Resorts International Common stock | $-2.45M | -51K -37.25% | 86,422 0.79% of portfolio | low |
| Q2 2026 as of | Add | Verizon Communications Inc Common stock | $2.37M | +56K +35.58% | 213,520 1.74% of portfolio | low |
| Q2 2026 as of | Add | Comcast Corp. Common stock | $2.31M | +94K +94.86% | 193,072 0.91% of portfolio | low |
| Q2 2026 as of | Trim | Johnson & Johnson Common stock | $-2.28M | -9K -38.73% | 14,225 0.69% of portfolio | low |
| Q2 2026 as of | Add | Smurfit Westrock plc Common stock | $2.25M | +49K +65.07% | 123,600 1.10% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-2.13M | -11K -12.06% | 77,786 2.99% of portfolio | low |
| Q2 2026 as of | Trim | Lowes Companies Inc Common stock | $-2.02M | -9K -62.91% | 5,406 0.23% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $1.96M | +3K +24.67% | 17,559 1.90% of portfolio | low |
| Q2 2026 as of | New | California Resources Corp Common stock | $1.90M | +36K | 35,918 0.37% of portfolio | low |
| Q2 2026 as of | Trim | Norfolk Southern Corp Common stock | $-1.88M | -6K -60.25% | 3,934 0.24% of portfolio | low |
| Q2 2026 as of | Trim | Northrop Grumman Corp Common stock | $-1.87M | -4K -87.44% | 527 0.05% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-1.83M | -5K -10.84% | 40,340 2.89% of portfolio | low |
| Q2 2026 as of | Trim | Amphenol Corp /De Common stock | $-1.82M | -10K -65.67% | 5,382 0.18% of portfolio | low |
| Q2 2026 as of | Add | BTT BlackRock Municipal 2030 Target Term Trust Closed-End Fund | $1.79M | +79K +45.00% | 253,307 1.11% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-1.76M | -5K -11.49% | 41,307 2.60% of portfolio | low |
| Q2 2026 as of | Trim | AbbVie Inc. Common stock | $-1.74M | -7K -52.83% | 6,164 0.30% of portfolio | low |
| Q2 2026 as of | New | Franklin Resources, Inc. Common stock | $1.68M | +50K | 50,383 0.32% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-1.65M | -3K -16.35% | 16,864 1.62% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-1.64M | -14K -59.28% | 9,947 0.22% of portfolio | low |
| Q2 2026 as of | Add | 921910709 Common stock | $1.64M | +25K +46.42% | 79,468 0.99% of portfolio | low |
| Q2 2026 as of | Add | 46654Q575 Common stock | $1.62M | +32K +23.66% | 166,840 1.63% of portfolio | low |
| Q2 2026 as of | New | Ameriprise Financial Inc Common stock | $1.62M | +4K | 3,524 0.31% of portfolio | low |
| Q2 2026 as of | Trim | 15135U109 Common stock | $-1.60M | -65K -37.46% | 107,923 0.51% of portfolio | low |
| Q2 2026 as of | Trim | Chevron Corp Common stock | $-1.59M | -10K -38.72% | 15,165 0.48% of portfolio | low |
| Q2 2026 as of | Add | Pepsico Inc Common stock | $1.58M | +12K +32.08% | 48,106 1.25% of portfolio | low |
| Q2 2026 as of | Trim | 47103U845 Common stock | $-1.50M | -30K -23.02% | 99,277 0.96% of portfolio | low |
| Q2 2026 as of | New | 284902509 Common stock | $1.50M | +48K | 48,129 0.29% of portfolio | low |
| Q2 2026 as of | Trim | Cummins Inc Common stock | $-1.49M | -2K -72.39% | 797 0.11% of portfolio | low |
| Q2 2026 as of | Trim | BlackRock, Inc. Common stock | $-1.48M | -2K -45.94% | 1,817 0.34% of portfolio | low |
| Q2 2026 as of | Trim | Fastenal Co Common stock | $-1.47M | -31K -65.80% | 15,881 0.15% of portfolio | low |
| Q2 2026 as of | Add | TFSL TFS Financial CORP Common Stock | $1.46M | +82K +28.25% | 374,186 1.28% of portfolio | low |
| Q2 2026 as of | Add | Stifel Financial Corp Common stock | $1.46M | +21K +59.78% | 55,849 0.75% of portfolio | low |