Holdings
Blue Bell Private Wealth Management, LLC
As of Jun 30, 2026, Blue Bell Private Wealth Management, LLC reported 226 positions worth US$68.9M. Largest: Apple Inc, Pershing Square Usa, Ltd. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 28,994 | US$8.39M | −80 | Jun 30, 2026 |
| Pershing Square Usa, Ltd. | 174K | US$6.49M | new | Jun 30, 2026 |
| Microsoft Corp. | 11,808 | US$4.4M | +995 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 10,130 | US$3.62M | +50 | Jun 30, 2026 |
| Johnson & Johnson | 12,585 | US$3.2M | −134 | Jun 30, 2026 |
| Amazon.com, Inc. | 12,663 | US$3.02M | −503 | Jun 30, 2026 |
| Nvidia Corporation | 13,756 | US$2.75M | −269 | Jun 30, 2026 |
| Corning Incorporated | 7,498 | US$1.92M | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,908 | US$1.28M | −85 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,887 | US$944K | −240 | Jun 30, 2026 |