Westchester Capital Management, Inc.
Westchester Capital Management, Inc. reported 46 positions worth $555.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: CAT (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CAT | SH | $59.4M | 10.70% | 55,808 | — | — | |
| ▸ 2 | AAPL | SH | $44.2M | 7.95% | 152,601 | — | — | |
| ▸ 3 | GOOGL | SH | $36.7M | 6.60% | 102,614 | — | — | |
| ▸ 4 | BRK-B | SH | $28.7M | 5.17% | 57,422 | — | — | |
| ▸ 5 | CSCO | SH | $28.3M | 5.09% | 240,567 | — | — | |
| ▸ 6 | WMT | SH | $27.8M | 5.01% | 245,533 | — | — | |
| ▸ 7 | MSFT | SH | $27.2M | 4.90% | 72,899 | — | — | |
| ▸ 8 | JPM | SH | $26.9M | 4.84% | 82,058 | — | — | |
| ▸ 9 | ABBV | SH | $25.8M | 4.65% | 102,641 | — | — | |
| ▸ 10 | BNY | SH | $25.5M | 4.59% | 176,255 | — | — |
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Frequently Asked Questions
What stocks does Westchester Capital Management, Inc. hold as of Q2 2026?
Westchester Capital Management, Inc. reported 46 positions worth $555.4M in its Q2 2026 13F filing. Largest positions: CAT (10.7%), AAPL (8.0%), GOOGL (6.6%), BRK-B (5.2%) and CSCO (5.1%).
What did Westchester Capital Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Westchester Capital Management, Inc. 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.