WEATHERLY ASSET MANAGEMENT L. P.
WEATHERLY ASSET MANAGEMENT L. P. reported 188 positions worth $1.40B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: LLY (23.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LLY | SH | $325.8M | 23.19% | 271,656 | — | — | |
| ▸ 2 | AAPL | SH | $90.8M | 6.46% | 313,636 | — | — | |
| ▸ 3 | AMZN | SH | $51.1M | 3.63% | 214,242 | — | — | |
| ▸ 4 | PANW | SH | $45.6M | 3.25% | 133,772 | — | — | |
| ▸ 5 | FBND | SH | $42.3M | 3.01% | 927,020 | — | — | |
| ▸ 6 | JMST | SH | $37.1M | 2.64% | 727,451 | — | — | |
| ▸ 7 | MSFT | SH | $35.5M | 2.53% | 95,292 | — | — | |
| ▸ 8 | GOOGL | SH | $35.2M | 2.51% | 98,492 | — | — | |
| ▸ 9 | NFLX | SH | $27.5M | 1.96% | 385,218 | — | — | |
| ▸ 10 | JPST | SH | $27.5M | 1.96% | 543,560 | — | — |
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Frequently Asked Questions
What stocks does WEATHERLY ASSET MANAGEMENT L. P. hold as of Q2 2026?
WEATHERLY ASSET MANAGEMENT L. P. reported 188 positions worth $1.40B in its Q2 2026 13F filing. Largest positions: LLY (23.2%), AAPL (6.5%), AMZN (3.6%), PANW (3.2%) and FBND (3.0%).
What did WEATHERLY ASSET MANAGEMENT L. P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WEATHERLY ASSET MANAGEMENT L. P. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.