Institutions / Inman Jager Wealth Management, LLC / Activity
Activity — Inman Jager Wealth Management, LLC
87 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287200 Common stock | $2.85M | +4K +17.76% | 25,197 10.04% of portfolio | low |
| Q2 2026 as of | Add | 808524854 Common stock | $1.12M | +46K +40.47% | 158,148 2.08% of portfolio | low |
| Q2 2026 as of | Add | 92206C870 Common stock | $1.11M | +13K +50.83% | 39,748 1.75% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-1.07M | -1K -22.82% | 3,413 1.93% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.02M | +11K +28.83% | 51,361 2.43% of portfolio | low |
| Q2 2026 as of | Add | 78464A847 Common stock | $906.8K | +13K +104.03% | 26,326 0.95% of portfolio | low |
| Q2 2026 as of | Add | 78464A508 Common stock | $796.2K | +13K +15.22% | 99,177 3.21% of portfolio | low |
| Q2 2026 as of | Add | 78464A409 Common stock | $762.6K | +6K +13.12% | 55,240 3.50% of portfolio | low |
| Q2 2026 as of | Add | 464287804 Common stock | $556.9K | +4K +35.66% | 14,286 1.13% of portfolio | low |
| Q2 2026 as of | Exit | 922020805 Common stock | $-530.5K | -11K -100.00% | 0 | low |
| Q2 2026 as of | Add | 922908629 Common stock | $506.0K | +6K +332.63% | 8,168 0.35% of portfolio | low |
| Q2 2026 as of | Add | 46434G103 Common stock | $500.6K | +6K +17.76% | 40,061 1.77% of portfolio | low |
| Q2 2026 as of | Add | 78467V848 Common stock | $463.0K | +12K +6.95% | 180,465 3.79% of portfolio | low |
| Q2 2026 as of | Add | 921937835 Common stock | $420.8K | +6K +7.85% | 78,723 3.08% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $349.6K | +1K +12.74% | 9,452 1.65% of portfolio | low |
| Q2 2026 as of | Add | Home Depot, Inc. Common stock | $330.1K | +936 +25.44% | 4,615 0.87% of portfolio | low |
| Q2 2026 as of | Exit | Salesforce Inc Common stock | $-328.5K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $300.0K | +2K +18.38% | 13,176 1.03% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $298.0K | +799 +1.76% | 46,223 9.18% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $293.9K | +506 | 506 0.16% of portfolio | low |
| Q2 2026 as of | New | IonQ, Inc. Common stock | $267.7K | +5K | 5,027 0.14% of portfolio | low |
| Q2 2026 as of | New | CrowdStrike Holdings, Inc. Common stock | $267.1K | +350 | 350 0.14% of portfolio | low |
| Q2 2026 as of | Add | Mcdonald'S Corp Common stock | $265.7K | +983 +18.48% | 6,302 0.91% of portfolio | low |
| Q2 2026 as of | New | Regions Financial Corp Common stock | $255.0K | +8K | 8,445 0.14% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $246.5K | +586 +40.69% | 2,026 0.45% of portfolio | low |
| Q2 2026 as of | Add | Southern Co Common stock | $245.3K | +3K +10.27% | 27,530 1.40% of portfolio | low |
| Q2 2026 as of | New | 808524508 Common stock | $242.5K | +7K | 6,577 0.13% of portfolio | low |
| Q2 2026 as of | New | 922908595 Common stock | $240.6K | +658 | 658 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 464287234 Common stock | $-237.7K | -3K -6.33% | 51,402 1.87% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $235.8K | +815 +8.51% | 10,393 1.60% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $233.1K | +829 +10.90% | 8,433 1.26% of portfolio | low |
| Q2 2026 as of | New | The Goldman Sachs Group, Inc. Common stock | $229.6K | +227 | 227 0.12% of portfolio | low |
| Q2 2026 as of | New | 922908611 Common stock | $228.2K | +939 | 939 0.12% of portfolio | low |
| Q2 2026 as of | Trim | RTX Corp Common stock | $-224.8K | -1K -39.55% | 1,811 0.18% of portfolio | low |
| Q2 2026 as of | New | N07059210 Common stock | $222.8K | +112 | 112 0.12% of portfolio | low |
| Q2 2026 as of | Add | Crown Castle Inc Common stock | $211.4K | +3K +17.32% | 18,912 0.76% of portfolio | low |
| Q2 2026 as of | Add | Pfizer Inc Common stock | $209.9K | +9K +19.08% | 54,399 0.70% of portfolio | low |
| Q2 2026 as of | New | 922042858 Common stock | $203.4K | +3K | 3,408 0.11% of portfolio | low |
| Q2 2026 as of | New | GE Vernova Inc. Common stock | $202.1K | +172 | 172 0.11% of portfolio | low |
| Q2 2026 as of | Add | 3M Co Common stock | $199.3K | +1K +11.96% | 11,520 0.99% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $183.1K | +1K +7.56% | 20,279 1.39% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-169.2K | -479 -25.20% | 1,422 0.27% of portfolio | low |
| Q2 2026 as of | Trim | 464287655 Common stock | $-163.1K | -543 -3.27% | 16,071 2.57% of portfolio | low |
| Q2 2026 as of | Add | Lockheed Martin Corp Common stock | $148.8K | +292 +7.43% | 4,222 1.14% of portfolio | low |
| Q2 2026 as of | Add | Coca Cola Co Common stock | $143.8K | +2K +6.46% | 29,140 1.26% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $132.8K | +1K +13.21% | 9,753 0.61% of portfolio | low |
| Q2 2026 as of | Add | 464287226 Common stock | $110.2K | +1K +16.89% | 7,704 0.41% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $96.6K | +583 +3.06% | 19,632 1.73% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $95.6K | +699 +4.43% | 16,478 1.20% of portfolio | low |
| Q2 2026 as of | Add | Dow Inc. Common stock | $93.6K | +3K +6.69% | 54,566 0.79% of portfolio | low |