Notify me when WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 155 | $373,143,067 | +$7,412,081 | -$11,430,951 | -$4,018,870 | AAPL, LLY, MSFT, GOOG, JPM | 13F-HR | 11 Feb 2026, 16:58 |
| Q3 2025 | 153 | $360,525,401 | +$7,815,360 | -$18,251,339 | -$10,435,979 | AAPL, MSFT, LLY, GOOG, JPM | 13F-HR | 13 Nov 2025, 17:14 |
| Q2 2025 | 152 | $344,148,859 | +$12,001,024 | -$18,870,780 | -$6,869,756 | MSFT, AAPL, LLY, JPM, GOOG | 13F-HR | 11 Aug 2025, 14:16 |
| Q1 2025 | 149 | $332,042,814 | +$10,785,115 | -$5,167,929 | +$5,617,186 | LLY, AAPL, MSFT, BRKB, GOOG | 13F-HR | 21 Apr 2025, 16:09 |
| Q4 2024 | 150 | $330,930,812 | +$22,603,515 | -$14,667,247 | +$7,936,268 | AAPL, LLY, MSFT, GOOG, JPM | 13F-HR | 29 Jan 2025, 09:19 |
| Q3 2024 | 150 | $329,179,672 | +$7,642,551 | -$10,409,377 | -$2,766,826 | LLY, AAPL, MSFT, GOOG, BRKB | 13F-HR | 25 Oct 2024, 11:57 |
| Q2 2024 | 146 | $314,085,580 | +$12,760,156 | -$8,132,103 | +$4,628,053 | LLY, AAPL, MSFT, GOOG, BRKB | 13F-HR | 15 Jul 2024, 15:18 |
| Q1 2024 | 141 | $305,205,458 | +$15,405,021 | -$11,506,248 | +$3,898,773 | LLY, AAPL, MSFT, GOOG, BRKB | 13F-HR | 30 Apr 2024, 13:25 |
| Q4 2023 | 142 | $279,564,729 | +$3,586,204 | -$4,624,337 | -$1,038,133 | AAPL, LLY, MSFT, GOOG, BRKB | 13F-HR | 25 Jan 2024, 15:32 |
| Q3 2023 | 139 | $256,555,698 | +$4,350,786 | -$12,327,476 | -$7,976,690 | AAPL, LLY, MSFT, GOOG, BRKB | 13F-HR | 20 Oct 2023, 16:35 |
| Q2 2023 | 144 | $272,156,354 | +$3,074,744 | -$9,866,971 | -$6,792,227 | AAPL, MSFT, LLY, BRKB, GOOG | 13F-HR | 28 Jul 2023, 11:45 |
| Q1 2023 | 141 | $263,390,565 | +$13,767,335 | -$12,923,150 | +$844,185 | AAPL, MSFT, LLY, BRKB, GOOG | 13F-HR | 26 Apr 2023, 16:12 |
| Q4 2022 | 147 | $254,506,322 | +$9,184,838 | -$8,349,173 | +$835,665 | AAPL, LLY, MSFT, BRKB, JNJ | 13F-HR | 30 Jan 2023, 15:53 |
| Q3 2022 | 139 | $235,426,000 | +$17,016,742 | -$5,208,163 | +$11,808,579 | AAPL, MSFT, LLY, GOOG, BRKB | 13F-HR | 21 Oct 2022, 10:02 |
| Q2 2022 | 141 | $252,958,000 | +$6,659,520 | -$4,351,352 | +$2,308,168 | AAPL, MSFT, LLY, GOOG, JNJ | 13F-HR | 20 Jul 2022, 14:48 |
| Q1 2022 | 145 | $294,669,000 | +$6,579,101 | -$3,532,936 | +$3,046,165 | AAPL, MSFT, GOOG, BRKB, LLY | 13F-HR | 29 Apr 2022, 16:40 |
| Q4 2021 | 147 | $307,780,000 | +$6,143,002 | -$18,055,922 | -$11,912,920 | AAPL, MSFT, GOOG, LLY, BRKB | 13F-HR | 24 Jan 2022, 12:09 |
| Q3 2021 | 151 | $294,695,000 | +$13,002,579 | -$7,190,027 | +$5,812,552 | AAPL, MSFT, GOOG, JPM, JNJ | 13F-HR | 18 Oct 2021, 13:02 |
| Q2 2021 | 142 | $289,999,000 | +$3,184,594 | -$15,192,877 | -$12,008,283 | AAPL, MSFT, GOOG, JPM, JNJ | 13F-HR | 13 Jul 2021, 15:35 |
| Q1 2021 | 142 | $282,525,000 | +$9,958,449 | -$19,807,060 | -$9,848,611 | AAPL, MSFT, JPM, GOOG, INTC | 13F-HR | 30 Apr 2021, 12:59 |
| Q4 2020 | 146 | $276,331,000 | +$7,790,323 | -$11,154,398 | -$3,364,075 | AAPL, MSFT, JNJ, JPM, DIS | 13F-HR | 28 Jan 2021, 07:23 |
| Q3 2020 | 140 | $252,077,000 | +$14,804,623 | -$10,161,725 | +$4,642,898 | AAPL, MSFT, JNJ, PG, INTC | 13F-HR | 27 Oct 2020, 15:53 |
| Q2 2020 | 144 | $246,574,000 | +$159,225,176 | -$210,990,171 | -$51,764,995 | AAPL, MSFT, INTC, JNJ, LLY | 13F-HR | 16 Jul 2020, 10:02 |
| Q1 2020 | 109 | $250,125,000 | +$178,075,084 | -$156,959,368 | +$21,115,716 | DHR, BRKB, AAPL, AMZN, SPY | 13F-HR | 14 Apr 2020, 16:04 |
| Q4 2019 | 152 | $259,875,000 | +$10,513,617 | -$33,266,140 | -$22,752,523 | AAPL, MSFT, JPM, INTC, JNJ | 13F-HR | 28 Jan 2020, 17:51 |
| Q3 2019 | 156 | $260,753,000 | +$34,862,435 | -$3,360,918 | +$31,501,517 | MSFT, AAPL, JPM, INTC, PG | 13F-HR | 28 Oct 2019, 15:08 |
| Q2 2019 | 147 | $224,241,000 | +$5,619,584 | -$11,812,502 | -$6,192,918 | MSFT, AAPL, JPM, JNJ, XOM | 13F-HR | 01 Aug 2019, 11:47 |
| Q1 2019 | 155 | $224,479,000 | +$12,653,704 | -$12,897,372 | -$243,668 | MSFT, AAPL, JNJ, JPM, SCHB | 13F-HR | 08 May 2019, 11:09 |
| Q4 2018 | 155 | $200,882,000 | +$4,305,053 | -$12,777,398 | -$8,472,345 | MSFT, AAPL, JNJ, JPM, XOM | 13F-HR | 01 Feb 2019, 14:51 |
| Q3 2018 | 167 | $237,381,600 | +$3,410,461 | -$13,957,328 | -$10,546,867 | MSFT, XOM, AAPL, JPM, JNJ | 13F-HR | 29 Oct 2018, 12:48 |
| Q2 2018 | 173 | $229,970,000 | +$9,822,973 | -$10,670,109 | -$847,136 | XOM, MSFT, AAPL, JPM, INTC | 13F-HR | 09 Aug 2018, 12:11 |
| Q1 2018 | 176 | $228,359,000 | +$9,248,150 | -$9,225,657 | +$22,493 | XOM, MSFT, JPM, AAPL, INTC | 13F-HR | 04 May 2018, 12:42 |
| Q4 2017 | 180 | $230,001,000 | +$13,827,030 | -$3,021,778 | +$10,805,252 | XOM, MSFT, JPM, JNJ, AAPL | 13F-HR | 23 Jan 2018, 16:07 |
| Q3 2017 | 166 | $213,779,000 | +$15,032,809 | -$3,868,398 | +$11,164,411 | XOM, JNJ, MSFT, JPM, AAPL | 13F-HR | 08 Nov 2017, 10:45 |
| Q2 2017 | 156 | $196,834,000 | +$9,597,384 | -$6,362,225 | +$3,235,159 | XOM, JNJ, GE, MSFT, JPM | 13F-HR | 01 Aug 2017, 20:24 |
| Q1 2017 | 143 | $189,926,000 | +$9,075,790 | -$9,658,431 | -$582,641 | XOM, GE, JNJ, MSFT, JPM | 13F-HR | 05 May 2017, 12:59 |
| Q4 2016 | 142 | $185,370,000 | +$15,156,031 | -$12,290,512 | +$2,865,519 | XOM, GE, MSFT, JNJ, JPM | 13F-HR | 02 Feb 2017, 12:10 |
| Q3 2016 | 139 | $176,349,000 | +$7,052,955 | -$6,792,256 | +$260,699 | XOM, JNJ, GE, MSFT, JPM | 13F-HR | 03 Nov 2016, 12:38 |
| Q2 2016 | 139 | $175,770,000 | +$6,979,878 | -$9,416,521 | -$2,436,643 | XOM, JNJ, GE, PG, MSFT | 13F-HR | 15 Aug 2016, 13:41 |
| Q1 2016 | 136 | $172,742,000 | +$10,434,036 | -$8,965,642 | +$1,468,394 | XOM, GE, JNJ, MSFT, PG | 13F-HR | 11 May 2016, 15:23 |
| Q4 2015 | 138 | $170,027,000 | +$15,813,702 | -$14,900,038 | +$913,664 | GE, XOM, JNJ, MSFT, JPM | Restatement | 16 Feb 2016, 14:24 |
| Q3 2015 | 136 | $160,113,000 | +$10,949,502 | -$6,081,845 | +$4,867,657 | XOM, JNJ, GE, JPM, MSFT | 13F-HR | 13 Nov 2015, 11:40 |
| Q2 2015 | 140 | $171,398,000 | +$9,922,145 | -$12,064,427 | -$2,142,282 | XOM, GE, JNJ, JPM, KMI | 13F-HR | 14 Aug 2015, 14:35 |
| Q1 2015 | 140 | $175,696,000 | +$4,627,238 | -$2,487,867 | +$2,139,371 | XOM, JNJ, GE, KMI, JPM | 13F-HR | 12 May 2015, 16:02 |
| Q4 2014 | 140 | $174,478,000 | +$11,844,645 | -$10,455,111 | +$1,389,534 | XOM, JNJ, GE, JPM, MSFT | 13F-HR | 11 Feb 2015, 16:44 |
| Q3 2014 | 144 | $169,478,000 | +$9,030,961 | -$29,118,772 | -$20,087,811 | XOM, JNJ, GE, MSFT, JPM | 13F-HR | 05 Nov 2014, 11:20 |
| Q2 2014 | 149 | $190,077,000 | +$14,744,849 | -$7,148,891 | +$7,595,958 | XOM, JNJ, GE, JPM, INTC | 13F-HR | 12 Aug 2014, 09:01 |
| Q1 2014 | 142 | $181,413,000 | $0 | $0 | $0 | XOM, JNJ, GE, JPM, IBM | 13F-HR | 08 May 2014, 10:39 |