Edgemoor Investment Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$1.15B
Signature - Title
Paul P. Meehan - Compliance Officer
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by Edgemoor Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Edgemoor Investment Advisors, Inc. reported 165 stock holdings with total value $1.15B as of Q3 2024. Top holdings included MSFT, AAPL, BRKB, URI, and LOW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 165 $1.15B +$60.1M -$18.1M +$42M MSFT, AAPL, BRKB, URI, LOW 13F-HR 11/12/2024, 10:19 AM
Q2 2024 161 $1.07B +$45.7M -$36.2M +$9.43M MSFT, AAPL, BRKB, URI, LOW 13F-HR 8/7/2024, 10:10 AM
Q1 2024 165 $1.06B +$38.6M -$26.8M +$11.8M MSFT, BRKB, AAPL, URI, LOW 13F-HR 5/9/2024, 02:51 PM
Q4 2023 160 $956M +$24.4M -$23.6M +$827K MSFT, AAPL, BRKB, LOW, URI 13F-HR 2/7/2024, 03:49 PM
Q3 2023 156 $846M +$15M -$19.2M -$4.2M MSFT, AAPL, BRKB, LOW, URI 13F-HR 11/9/2023, 12:23 PM
Q2 2023 158 $886M +$26.9M -$30.7M -$3.8M MSFT, AAPL, BRKB, LOW, URI 13F-HR 8/9/2023, 03:00 PM
Q1 2023 155 $823M +$9.66M -$28.1M -$18.4M MSFT, AAPL, BRKB, LOW, URI 13F-HR 5/9/2023, 03:06 PM
Q4 2022 163 $798M +$22.3M -$18.3M +$3.98M MSFT, BRKB, AAPL, LOW, URI 13F-HR 2/7/2023, 01:43 PM
Q3 2022 145 $752M +$67.3M -$32.8M +$34.6M MSFT, AAPL, BRKB, LOW, GOOG 13F-HR 11/8/2022, 04:03 PM
Q2 2022 152 $793M +$29.3M -$15.3M +$14M MSFT, AAPL, BRKB, LOW, GOOG 13F-HR 8/4/2022, 02:51 PM
Q1 2022 153 $948M +$47.1M -$31.5M +$15.6M MSFT, AAPL, BRKB, LOW, GOOG 13F-HR 5/12/2022, 11:15 AM
Q4 2021 145 $975M +$26.2M -$18.3M +$7.9M MSFT, AAPL, LOW, BRKB, GOOG 13F-HR 2/9/2022, 04:29 PM
Q3 2021 136 $878M +$26.8M -$221M -$194M MSFT, AAPL, BRKB, LOW, GOOG 13F-HR 11/2/2021, 02:01 PM
Q2 2021 142 $1.07B +$37M -$26.5M +$10.5M MSFT, AAPL, BRKB, LOW, GOOG 13F-HR 8/11/2021, 11:17 AM
Q1 2021 134 $998M +$41.7M -$24.2M +$17.5M MSFT, AAPL, BRKB, LOW, GOOG 13F-HR 5/12/2021, 04:08 PM
Q4 2020 131 $892M +$47.4M -$32.3M +$15.1M AAPL, MSFT, BRKB, LOW, GOOG 13F-HR 2/11/2021, 10:58 AM
Q3 2020 126 $809M +$64.6M -$7.42M +$57.2M MSFT, AAPL, LOW, BRKB, GOOG 13F-HR 11/10/2020, 12:45 PM
Q2 2020 119 $743M +$38M -$32.9M +$5.11M MSFT, AAPL, LOW, BRKB, GOOG 13F-HR 8/5/2020, 02:10 PM
Q1 2020 115 $614M +$16.7M -$111M -$94.4M MSFT, AAPL, BRKB, LOW, GOOG 13F-HR 5/6/2020, 01:19 PM
Q4 2019 133 $877M +$18.7M -$15.2M +$3.46M MSFT, AAPL, BRKB, LOW, GOOG 13F-HR 2/4/2020, 02:27 PM
Q3 2019 131 $809M +$30.6M -$38.9M -$8.31M MSFT, BRKB, AAPL, LOW, GOOG 13F-HR 11/6/2019, 03:16 PM
Q2 2019 137 $792M +$30.9M -$21.2M +$9.67M BRKB, MSFT, AAPL, LOW, GOOG 13F-HR 8/9/2019, 11:39 AM
Q1 2019 136 $760M +$63M -$50.9M +$12.1M MSFT, BRKB, AAPL, LOW, GOOG 13F-HR 5/8/2019, 04:01 PM
Q4 2018 128 $670M +$16.2M -$55M -$38.9M BRKB, MSFT, AAPL, LOW, GOOG 13F-HR 1/31/2019, 03:18 PM
Q3 2018 138 $806M +$29.7M -$23.7M +$6.02M BRKB, MSFT, AAPL, LOW, GOOG 13F-HR 10/26/2018, 09:38 AM
Q2 2018 135 $748M +$31.9M -$40.6M -$8.77M BRKB, MSFT, AAPL, LOW, GOOG 13F-HR 8/2/2018, 01:51 PM
Q1 2018 142 $751M +$49.8M -$43.4M +$6.35M BRKB, MSFT, AAPL, LOW, PNC 13F-HR 5/14/2018, 12:55 PM
Q4 2017 141 $792M +$18.5M -$34.6M -$16.1M BRKB, MSFT, AAPL, LOW, PNC 13F-HR 2/7/2018, 12:14 PM
Q3 2017 144 $739M +$17M -$37.1M -$20.1M BRKB, AAPL, MSFT, LOW, PNC 13F-HR 11/9/2017, 05:05 PM
Q2 2017 134 $733M +$35.1M -$14.3M +$20.8M BRKB, AAPL, MSFT, LOW, PNC 13F-HR 8/4/2017, 03:27 PM
Q1 2017 124 $703M +$41.9M -$30.8M +$11.1M BRKB, AAPL, LOW, MSFT, PNC 13F-HR 5/8/2017, 04:07 PM
Q4 2016 117 $658M +$16.7M -$30.6M -$13.9M BRKB, MSFT, LOW, AAPL, GE 13F-HR 2/13/2017, 01:11 PM
Q3 2016 119 $650M +$55M -$49M +$5.98M BRKB, LOW, MSFT, AAPL, GE 13F-HR 11/10/2016, 04:25 PM
Q2 2016 118 $633M +$34.1M -$52.5M -$18.5M BRKB, LOW, MSFT, GE, JCI 13F-HR 8/3/2016, 05:23 PM
Q1 2016 120 $642M +$38.4M -$68.5M -$30.2M BRKB, LOW, MSFT, GE, AAPL 13F-HR 5/9/2016, 03:50 PM
Q4 2015 137 $666M +$46.9M -$51.9M -$4.98M LOW, BRKB, MSFT, GE, AAPL 13F-HR 2/9/2016, 01:11 PM
Q3 2015 144 $657M +$52.9M -$24.3M +$28.6M BRKB, LOW, NVS, AAPL, MSFT 13F-HR 11/6/2015, 09:40 AM
Q2 2015 141 $686M +$31.5M -$37.5M -$6.08M BRKB, LOW, NVS, AAPL, JCI 13F-HR 7/31/2015, 09:39 AM
Q1 2015 137 $706M +$38.8M -$16.8M +$22M BRKB, LOW, NVS, ELV, AAPL 13F-HR 5/8/2015, 02:53 PM
Q4 2014 136 $677M +$67.9M -$83.8M -$15.8M BRKB, LOW, NVS, KMI, MSFT 13F-HR 2/3/2015, 01:54 PM
Q3 2014 135 $681M +$41.6M -$39.4M +$2.27M BRKB, NVS, MSFT, LOW, JNJ 13F-HR 11/7/2014, 08:53 AM
Q2 2014 138 $679M +$70.1M -$35.7M +$34.5M BRKB, NVS, LOW, JCI, MSFT 13F-HR 8/11/2014, 11:22 AM
Q1 2014 125 $634M +$40.5M -$40.2M +$242K BRKB, NVS, LOW, MSFT, JCI 13F-HR 5/9/2014, 02:30 PM
Q4 2013 128 $631M $0 $0 BRKB, LOW, NVS, JCI, GE 13F-HR 2/10/2014, 09:22 AM