Notify me when Waverton Investment Management Ltd files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | $0 | -$7,770,396,218 | -$7,770,396,218 | 13F-HR | 17 Feb 2026, 12:57 | |
| Q3 2025 | 101 | $7,770,396,218 | +$975,841,069 | -$1,079,143,580 | -$103,302,511 | MSFT, GOOGL, AMZN, V, GE | 13F-HR | 12 Nov 2025, 10:55 |
| Q2 2025 | 105 | $7,262,316,613 | +$659,991,731 | -$435,714,008 | +$224,277,723 | MSFT, AMZN, GOOGL, V, SNPS | 13F-HR | 06 Aug 2025, 09:13 |
| Q1 2025 | 102 | $6,460,973,312 | +$368,082,395 | -$130,527,894 | +$237,554,501 | MSFT, AMZN, GOOGL, V, TMO | 13F-HR | 24 Apr 2025, 10:04 |
| Q4 2024 | 101 | $6,278,591,072 | +$380,346,873 | -$116,646,742 | +$263,700,131 | MSFT, GOOGL, AMZN, V, TMO | 13F-HR | 04 Feb 2025, 10:40 |
| Q3 2024 | 98 | $6,089,103,142 | +$884,687,047 | -$383,232,350 | +$501,454,697 | MSFT, GOOGL, TMO, AMZN, UNH | 13F-HR | 05 Nov 2024, 08:42 |
| Q2 2024 | 94 | $5,305,720,643 | +$584,972,116 | -$152,484,237 | +$432,487,879 | MSFT, GOOGL, AMZN, QCOM, TMO | 13F-HR | 05 Aug 2024, 06:01 |
| Q1 2024 | 94 | $4,812,499,741 | +$622,406,192 | -$337,114,645 | +$285,291,547 | MSFT, AMZN, V, GOOGL, QCOM | 13F-HR | 08 May 2024, 06:01 |
| Q4 2023 | 96 | $4,117,516,365 | +$326,738,075 | -$122,748,846 | +$203,989,229 | MSFT, V, GOOGL, AMZN, UNH | 13F-HR | 09 Feb 2024, 08:09 |
| Q3 2023 | 72 | $3,457,808,933 | +$200,742,063 | -$207,584,031 | -$6,841,968 | MSFT, GOOGL, V, LIN, UNH | 13F-HR | 06 Nov 2023, 11:24 |
| Q2 2023 | 73 | $3,517,836,398 | +$276,085,786 | -$217,328,123 | +$58,757,663 | MSFT, V, LIN, GOOGL, MMC | 13F-HR | 02 Aug 2023, 12:29 |
| Q1 2023 | 81 | $3,238,497,347 | +$390,724,232 | -$150,084,911 | +$240,639,321 | MSFT, LIN, V, CME, TEL | 13F-HR | 27 Apr 2023, 06:59 |
| Q4 2022 | 79 | $2,721,116,000 | +$286,829,581 | -$143,717,003 | +$143,112,578 | MSFT, V, MMC, CME, COST | 13F-HR | 02 Feb 2023, 10:37 |
| Q3 2022 | 79 | $2,444,568,000 | +$293,381,431 | -$177,818,330 | +$115,563,101 | MSFT, V, COST, CME, MMC | 13F-HR | 19 Oct 2022, 10:37 |
| Q2 2022 | 76 | $2,569,373,000 | +$380,184,300 | -$159,330,189 | +$220,854,111 | MSFT, COST, CME, V, QCOM | 13F-HR | 13 Jul 2022, 10:54 |
| Q1 2022 | 74 | $2,965,524,000 | +$336,434,142 | -$224,250,507 | +$112,183,635 | MSFT, COST, CME, AMZN, UNP | 13F-HR | 26 Apr 2022, 12:06 |
| Q4 2021 | 68 | $3,070,654,000 | +$419,895,040 | -$133,890,850 | +$286,004,190 | MSFT, COST, QCOM, MMC, AMZN | 13F-HR | 07 Feb 2022, 11:45 |
| Q3 2021 | 52 | $2,447,332,000 | +$56,799,402 | -$70,756,787 | -$13,957,385 | MSFT, COST, AMZN, HD, MMC | 13F-HR | 18 Oct 2021, 09:41 |
| Q2 2021 | 52 | $2,485,121,000 | +$107,947,186 | -$46,626,040 | +$61,321,146 | MSFT, AMZN, COST, CME, HD | 13F-HR | 02 Aug 2021, 16:02 |
| Q1 2021 | 53 | $2,216,441,000 | +$185,674,383 | -$115,616,872 | +$70,057,511 | MSFT, AMZN, CME, HD, COST | 13F-HR | 27 Apr 2021, 10:51 |
| Q4 2020 | 54 | $2,072,508,000 | +$222,506,872 | -$218,653,217 | +$3,853,655 | MSFT, AMZN, COST, UNP, TEL | 13F-HR | 22 Jan 2021, 10:29 |
| Q3 2020 | 52 | $1,913,373,000 | +$304,054,656 | -$238,799,236 | +$65,255,420 | MSFT, AMZN, UNP, HD, CRM | 13F-HR | 28 Oct 2020, 12:15 |
| Q2 2020 | 51 | $1,758,316,000 | +$121,607,077 | -$159,999,703 | -$38,392,626 | MSFT, AMZN, UNP, HD, CRM | 13F-HR | 16 Jul 2020, 11:25 |
| Q1 2020 | 47 | $1,470,979,000 | +$88,165,346 | -$238,000,178 | -$149,834,832 | MSFT, AMZN, BDX, CRM, UNP | 13F-HR | 30 Apr 2020, 12:18 |
| Q4 2019 | 46 | $1,935,118,000 | +$62,428,425 | -$224,635,625 | -$162,207,200 | MSFT, JPM, BDX, AMZN, UNP | Restatement | 23 Jan 2020, 10:24 |
| Q3 2019 | 76 | $1,957,620,000 | +$206,273,198 | -$237,745,579 | -$31,472,381 | MSFT, AMZN, BDX, JPM, HD | 13F-HR | 29 Oct 2019, 11:11 |
| Q2 2019 | 78 | $1,985,160,000 | +$164,754,864 | -$171,352,772 | -$6,597,908 | MSFT, AMZN, BDX, V, JPM | 13F-HR | 17 Jul 2019, 11:28 |
| Q1 2019 | 74 | $1,916,736,000 | +$171,173,256 | -$110,351,792 | +$60,821,464 | MSFT, AMZN, BDX, V, UNP | 13F-HR | 18 Apr 2019, 06:40 |
| Q4 2018 | 72 | $1,648,708,000 | +$89,213,935 | -$87,681,441 | +$1,532,494 | MSFT, AMZN, BDX, JPM, V | 13F-HR | 14 Jan 2019, 09:59 |
| Q3 2018 | 73 | $2,034,079,000 | +$234,048,355 | -$86,242,845 | +$147,805,510 | MSFT, AMZN, AAPL, BDX, V | 13F-HR | 04 Oct 2018, 07:12 |
| Q2 2018 | 71 | $1,713,054,000 | +$147,001,226 | -$240,467,215 | -$93,465,989 | MSFT, AMZN, AAPL, BDX, V | Restatement | 22 Aug 2018, 06:56 |
| Q1 2018 | 74 | $1,705,393,000 | +$148,640,557 | -$173,375,184 | -$24,734,627 | MSFT, AMZN, AAPL, LMT, BDX | 13F-HR | 06 Apr 2018, 12:01 |
| Q4 2017 | 77 | $1,709,777,000 | +$100,499,830 | -$114,068,214 | -$13,568,384 | AAPL, MSFT, GOOGL, AMZN, LMT | 13F-HR | 10 Jan 2018, 12:34 |
| Q3 2017 | 78 | $1,608,800,000 | +$152,277,072 | -$168,399,561 | -$16,122,489 | AAPL, MSFT, SPGI, GOOGL, LMT | 13F-HR | 12 Oct 2017, 06:54 |
| Q2 2017 | 78 | $1,535,225,000 | +$137,308,602 | -$236,792,457 | -$99,483,855 | AAPL, MSFT, SPGI, GOOGL, WFC | 13F-HR | 11 Jul 2017, 11:18 |
| Q1 2017 | 98 | $1,584,048,000 | +$193,132,920 | -$245,125,933 | -$51,993,013 | AAPL, MSFT, GOOGL, WFC, LMT | 13F-HR | 07 Apr 2017, 12:35 |
| Q4 2016 | 110 | $1,523,815,000 | +$182,241,307 | -$162,623,397 | +$19,617,910 | AAPL, WFC, GOOGL, GILD, LMT | 13F-HR | 12 Jan 2017, 06:52 |
| Q3 2016 | 95 | $1,485,875,000 | +$216,798,923 | -$83,436,008 | +$133,362,915 | AAPL, GOOGL, SPGI, GILD, BRKB | 13F-HR | 12 Oct 2016, 09:44 |
| Q2 2016 | 99 | $1,321,918,000 | +$182,879,331 | -$123,420,259 | +$59,459,072 | AAPL, GILD, BMY, GOOGL, LMT | 13F-HR | 28 Jul 2016, 11:15 |
| Q1 2016 | 106 | $1,250,833,000 | +$167,591,000 | -$218,332,898 | -$50,741,898 | AAPL, GILD, GOOGL, GE, RAI | 13F-HR | 08 Apr 2016, 11:24 |
| Q4 2015 | 110 | $1,316,530,000 | +$328,404,199 | -$299,613,922 | +$28,790,277 | GILD, GOOGL, WFC, AAPL, UNP | 13F-HR | 22 Jan 2016, 10:56 |
| Q3 2015 | 106 | $1,249,439,000 | +$125,212,700 | -$126,690,447 | -$1,477,747 | GILD, UNP, AAPL, WFC, AXP | 13F-HR | 08 Oct 2015, 13:27 |
| Q2 2015 | 101 | $1,350,512,000 | +$105,739,543 | -$142,370,610 | -$36,631,067 | GILD, WFC, CMI, AXP, AAPL | 13F-HR | 09 Jul 2015, 10:27 |
| Q1 2015 | 94 | $1,391,203,000 | +$72,415,518 | -$116,108,047 | -$43,692,529 | CMI, MSFT, AXP, AAPL, UNP | Restatement | 06 May 2015, 10:13 |
| Q4 2014 | 94 | $1,447,107,000 | +$108,275,230 | -$159,006,791 | -$50,731,561 | CMI, MSFT, UNP, AXP, GILD | 13F-HR | 08 Jan 2015, 07:31 |
| Q3 2014 | 94 | $1,452,584,000 | +$107,398,842 | -$149,924,675 | -$42,525,833 | CMI, MSFT, UNP, AXP, GILD | Restatement | 09 Oct 2014, 09:20 |
| Q2 2014 | 96 | $1,510,561,000 | +$262,018,678 | -$731,793,198 | -$469,774,520 | CMI, CL, MSFT, UNP, AXP | 13F-HR | 28 Jul 2014, 06:30 |
| Q1 2014 | 161 | $2,053,459,000 | +$233,730,046 | -$101,019,167 | +$132,710,879 | CMI, MSFT, GOOGL, CL, BRKB | 13F-HR | 24 Apr 2014, 07:55 |
| Q4 2013 | 161 | $1,904,818,000 | $0 | $0 | $0 | CL, CMI, GOOGL, MSFT, PFE | 13F-HR | 21 Jan 2014, 11:04 |