Institutions / Wiregrass Investment Management LLC / Activity
Activity — Wiregrass Investment Management LLC
117 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-9.02M | -22K -88.34% | 2,865 0.81% of portfolio | medium |
| Q2 2026 as of | Add | Flowers Foods Inc Common stock | $6.18M | +782K +420.33% | 968,613 5.21% of portfolio | medium |
| Q2 2026 as of | New | 78464A409 Common stock | $3.62M | +30K | 30,439 2.47% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-2.62M | -8K -61.36% | 5,050 1.13% of portfolio | low |
| Q2 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $1.84M | +19K +1048.61% | 21,031 1.38% of portfolio | low |
| Q2 2026 as of | Add | Principal Financial Group Inc Common stock | $1.21M | +11K +82.83% | 24,718 1.82% of portfolio | low |
| Q2 2026 as of | Trim | Cummins Inc Common stock | $-1.12M | -2K -34.26% | 3,016 1.47% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE Common stock | $1.06M | +6K +352.97% | 7,329 0.92% of portfolio | low |
| Q2 2026 as of | New | Lam Research Corp Common stock | $1.02M | +2K | 2,361 0.70% of portfolio | low |
| Q2 2026 as of | New | AGNC Investment Corp. Common stock | $1.00M | +92K | 91,910 0.68% of portfolio | low |
| Q2 2026 as of | Trim | LyondellBasell Industries N.V. Common stock | $-980.3K | -19K -56.38% | 14,406 0.52% of portfolio | low |
| Q2 2026 as of | Add | Fastenal Co Common stock | $978.6K | +20K +80.15% | 45,797 1.50% of portfolio | low |
| Q2 2026 as of | Trim | Corning Inc /Ny Common stock | $-952.7K | -4K -68.48% | 1,717 0.30% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $928.6K | +3K +11.37% | 31,427 6.20% of portfolio | low |
| Q2 2026 as of | Add | Mastercard Inc Common stock | $846.9K | +2K +55.50% | 4,620 1.62% of portfolio | low |
| Q2 2026 as of | New | 78468R788 Common stock | $812.0K | +17K | 17,019 0.55% of portfolio | low |
| Q2 2026 as of | New | Philip Morris International Inc. Common stock | $775.6K | +4K | 4,287 0.53% of portfolio | low |
| Q2 2026 as of | New | Western Digital Corp Common stock | $739.6K | +1K | 1,158 0.50% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $726.6K | +2K +17.30% | 13,206 3.36% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $713.7K | +9K +291.77% | 11,894 0.65% of portfolio | low |
| Q2 2026 as of | Trim | AT&T Inc. Common stock | $-657.2K | -32K -68.91% | 14,321 0.20% of portfolio | low |
| Q2 2026 as of | Add | 78464A672 Common stock | $636.8K | +22K +64.18% | 57,377 1.11% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $629.5K | +3K +7.63% | 44,397 6.05% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $616.2K | +1K +35.21% | 5,626 1.61% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $595.7K | +2K +80.65% | 5,302 0.91% of portfolio | low |
| Q2 2026 as of | New | International Paper Co /New Common stock | $581.2K | +15K | 15,254 0.40% of portfolio | low |
| Q2 2026 as of | Trim | General Electric Co Common stock | $-545.7K | -1K -44.80% | 1,799 0.46% of portfolio | low |
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-541.0K | -451 -27.37% | 1,197 0.98% of portfolio | low |
| Q2 2026 as of | New | Perrigo Company plc Common stock | $523.4K | +50K | 50,373 0.36% of portfolio | low |
| Q2 2026 as of | New | iShares MSCI UAE ETF Common stock | $501.2K | +5K | 5,195 0.34% of portfolio | low |
| Q2 2026 as of | New | 78464A300 Common stock | $492.2K | +5K | 4,511 0.34% of portfolio | low |
| Q2 2026 as of | Exit | Netflix Inc Common stock | $-484.2K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Add | 46435U861 Common stock | $463.3K | +8K +195.81% | 11,362 0.48% of portfolio | low |
| Q2 2026 as of | New | 464286319 Common stock | $447.2K | +14K | 13,874 0.30% of portfolio | low |
| Q2 2026 as of | New | 38149W622 Common stock | $444.2K | +8K | 7,993 0.30% of portfolio | low |
| Q2 2026 as of | Exit | Insmed Inc Common stock | $-435.1K | -3K -100.00% | 0 | low |
| Q2 2026 as of | New | 33734X200 Common stock | $423.1K | +13K | 13,225 0.29% of portfolio | low |
| Q2 2026 as of | Add | Salesforce Inc Common stock | $406.4K | +3K +56.97% | 7,147 0.76% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $402.8K | +2K +23.04% | 8,469 1.47% of portfolio | low |
| Q2 2026 as of | Add | 78464A375 Common stock | $397.3K | +12K +74.46% | 27,823 0.63% of portfolio | low |
| Q2 2026 as of | Exit | Target Corp Common stock | $-382.6K | -4K -100.00% | 0 | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $357.8K | +616 | 616 0.24% of portfolio | low |
| Q2 2026 as of | Exit | Amgen Inc Common stock | $-327.3K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Medtronic plc Common stock | $-320.7K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46090E103 Common stock | $-306.1K | -498 -100.00% | 0 | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $303.4K | +1K +6.92% | 19,672 3.19% of portfolio | low |
| Q2 2026 as of | Add | 78468R853 Common stock | $290.3K | +5K +30.86% | 21,344 0.84% of portfolio | low |
| Q2 2026 as of | New | Sandisk Corp Common stock | $286.5K | +126 | 126 0.20% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $271.6K | +760 +4.83% | 16,484 4.01% of portfolio | low |
| Q2 2026 as of | New | Blackstone Inc Common stock | $264.6K | +2K | 2,249 0.18% of portfolio | low |