Holdings
Wills Financial Group LLC
As of Jun 30, 2026, Wills Financial Group LLC reported 63 positions worth US$234M. Largest: Berkshire Hathaway Inc., Apple Inc and Palo Alto Networks, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 42,803 | US$21.4M | −1,269 | Jun 30, 2026 |
| Apple Inc | 56,193 | US$16.3M | −8 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 45,182 | US$15.4M | −4,325 | Jun 30, 2026 |
| Microsoft Corp. | 35,189 | US$13.1M | −72 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 36,032 | US$12.9M | −2,624 | Jun 30, 2026 |
| Lockheed Martin Corporation | 20,488 | US$10.4M | −137 | Jun 30, 2026 |
| Amazon.com, Inc. | 37,496 | US$8.94M | −158 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 49,959 | US$7.33M | +233 | Jun 30, 2026 |
| Union Pacific Corporation | 25,959 | US$7.06M | +530 | Jun 30, 2026 |
| Chevron Corporation | 41,517 | US$6.88M | +247 | Jun 30, 2026 |