Holdings
Walter & Keenan Wealth Management LLC /In/
As of Jun 30, 2026, Walter & Keenan Wealth Management LLC /In/ reported 107 positions worth US$286M. Largest: Alphabet Inc (google) Class C, Apple Inc and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 87,462 | US$31.3M | −198 | Jun 30, 2026 |
| Apple Inc | 89,982 | US$26M | +438 | Jun 30, 2026 |
| Eli Lilly And Company | 21,280 | US$25.5M | −88 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 35,494 | US$17.8M | +409 | Jun 30, 2026 |
| Microsoft Corp. | 36,279 | US$13.5M | +28 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 39,146 | US$12.8M | +302 | Jun 30, 2026 |
| Cisco Systems, Inc. | 93,101 | US$10.9M | +100 | Jun 30, 2026 |
| Walmart Inc. | 82,395 | US$9.33M | −691 | Jun 30, 2026 |
| Johnson & Johnson | 33,867 | US$8.6M | −168 | Jun 30, 2026 |
| Nvidia Corporation | 34,159 | US$6.83M | +929 | Jun 30, 2026 |