Wilkinson Global Asset Management LLC
Wilkinson Global Asset Management LLC reported 62 positions worth $1.26B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: NVDA (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $89.8M | 7.14% | 448,949 | — | — | |
| ▸ 2 | TSM | SH | $88.7M | 7.05% | 185,771 | — | — | |
| ▸ 3 | JPM | SH | $81.3M | 6.46% | 248,470 | — | — | |
| ▸ 4 | TJX | SH | $77.6M | 6.16% | 512,166 | — | — | |
| ▸ 5 | AAPL | SH | $72.7M | 5.77% | 251,208 | — | — | |
| ▸ 6 | MSFT | SH | $62.7M | 4.98% | 168,153 | — | — | |
| ▸ 7 | TXN | SH | $61.1M | 4.85% | 204,998 | — | — | |
| ▸ 8 | AMZN | SH | $56.4M | 4.48% | 236,779 | — | — | |
| ▸ 9 | ADI | SH | $55.0M | 4.37% | 138,505 | — | — | |
| ▸ 10 | SHW | SH | $53.9M | 4.28% | 156,466 | — | — |
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Frequently Asked Questions
What stocks does Wilkinson Global Asset Management LLC hold as of Q2 2026?
Wilkinson Global Asset Management LLC reported 62 positions worth $1.26B in its Q2 2026 13F filing. Largest positions: NVDA (7.1%), TSM (7.0%), JPM (6.5%), TJX (6.2%) and AAPL (5.8%).
What did Wilkinson Global Asset Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wilkinson Global Asset Management LLC 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.