Holdings

Bar Harbor Wealth Management

As of Jun 30, 2026, Bar Harbor Wealth Management reported 178 positions worth US$1.05B. Largest: Apple Inc, Eli Lilly And Company and Caterpillar, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc279KUS$80.7M+31,887Jun 30, 2026
Eli Lilly And Company65,715US$78.8M−4,790Jun 30, 2026
Caterpillar, Inc.45,699US$48.7M−436Jun 30, 2026
Johnson & Johnson182KUS$46.2M−16,538Jun 30, 2026
Alphabet Inc (google) Class C129KUS$46M−9,127Jun 30, 2026
Costco Wholesale Corporation34,418US$32.2M+15Jun 30, 2026
Microsoft Corp.76,085US$28.4M−298Jun 30, 2026
Exxon Mobil Corporation189KUS$25.8M−17,372Jun 30, 2026
Jp Morgan Chase & Co.75,397US$24.7M−446Jun 30, 2026
Abbvie Inc.94,999US$23.9M+751Jun 30, 2026