Notify me when Westchester Capital Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 43 | $483,747,058 | +$3,635,222 | -$5,480,136 | -$1,844,914 | AAPL, MSFT, CAT, GOOGL, BRKB | 13F-HR | 12 Feb 2026, 17:49 |
| Q3 2025 | 43 | $465,159,680 | +$2,856,025 | -$7,124,684 | -$4,268,659 | AAPL, MSFT, CAT, BRKB, WMT | 13F-HR | 07 Nov 2025, 15:58 |
| Q2 2025 | 39 | $424,970,229 | +$12,993,900 | -$8,167,720 | +$4,826,180 | MSFT, AAPL, BRKB, WMT, JPM | 13F-HR | 25 Jul 2025, 17:05 |
| Q1 2025 | 39 | $402,212,783 | +$4,983,248 | -$2,410,319 | +$2,572,929 | AAPL, BRKB, MSFT, WMT, ABBV | 13F-HR | 08 May 2025, 20:33 |
| Q4 2024 | 41 | $397,579,254 | +$1,935,703 | -$7,738,474 | -$5,802,771 | AAPL, MSFT, BRKB, WMT, CAT | 13F-HR | 07 Feb 2025, 20:44 |
| Q3 2024 | 41 | $411,703,779 | +$948,474 | -$10,138,724 | -$9,190,250 | AAPL, MSFT, BRKB, CAT, WMT | 13F-HR | 01 Nov 2024, 16:14 |
| Q2 2024 | 41 | $396,066,495 | +$2,325,958 | -$2,952,355 | -$626,397 | AAPL, MSFT, BRKB, CAT, GOOGL | 13F-HR | 26 Jul 2024, 18:05 |
| Q1 2024 | 41 | $398,355,320 | +$14,320,096 | -$5,497,119 | +$8,822,977 | MSFT, AAPL, BRKB, CAT, WM | 13F-HR | 03 May 2024, 17:20 |
| Q4 2023 | 44 | $371,523,303 | +$1,156,744 | -$6,797,902 | -$5,641,158 | AAPL, MSFT, BRKB, CAT, MCHP | 13F-HR | 29 Jan 2024, 11:57 |
| Q3 2023 | 44 | $349,134,372 | +$1,094,283 | -$2,206,599 | -$1,112,316 | AAPL, MSFT, BRKB, CAT, WMT | 13F-HR | 08 Nov 2023, 16:44 |
| Q2 2023 | 44 | $359,159,703 | +$549,935 | -$4,565,270 | -$4,015,335 | AAPL, MSFT, BRKB, MCHP, CAT | 13F-HR | 14 Aug 2023, 12:27 |
| Q1 2023 | 46 | $347,728,781 | +$1,147,184 | -$7,116,017 | -$5,968,833 | AAPL, MSFT, BRKB, MCHP, ABBV | 13F-HR | 15 May 2023, 16:54 |
| Q4 2022 | 47 | $339,793,887 | +$217,060 | -$5,961,013 | -$5,743,953 | AAPL, MSFT, BRKB, CAT, ABBV | 13F-HR | 08 Feb 2023, 09:57 |
| Q3 2022 | 49 | $310,030,000 | +$11,663,459 | -$867,298 | +$10,796,161 | AAPL, MSFT, BRKB, WM, ABBV | 13F-HR | 09 Nov 2022, 20:13 |
| Q2 2022 | 52 | $327,604,000 | +$7,279,555 | -$12,485,911 | -$5,206,356 | AAPL, MSFT, BRKB, ABBV, WM | 13F-HR | 09 Aug 2022, 15:41 |
| Q1 2022 | 51 | $387,751,000 | +$3,615,586 | -$1,370,799 | +$2,244,787 | AAPL, MSFT, BRKB, ABBV, CAT | 13F-HR | 10 May 2022, 17:04 |
| Q4 2021 | 48 | $391,666,000 | +$10,583,117 | -$7,515,819 | +$3,067,298 | AAPL, MSFT, MCHP, BRKB, PFE | 13F-HR | 09 Feb 2022, 10:58 |
| Q3 2021 | 48 | $358,977,000 | +$4,781,576 | -$3,467,204 | +$1,314,372 | AAPL, MSFT, BRKB, MCHP, GOOGL | 13F-HR | 09 Nov 2021, 19:58 |
| Q2 2021 | 44 | $356,438,000 | +$2,221,676 | -$5,499,690 | -$3,278,014 | AAPL, MSFT, BRKB, MCHP, CAT | 13F-HR | 04 Aug 2021, 16:59 |
| Q1 2021 | 48 | $345,270,000 | +$17,575,210 | -$12,009,778 | +$5,565,432 | AAPL, MSFT, CAT, MCHP, BRKB | 13F-HR | 07 May 2021, 15:44 |
| Q4 2020 | 53 | $316,770,000 | +$3,174,696 | -$2,474,486 | +$700,210 | AAPL, MSFT, BRKB, MCHP, CAT | 13F-HR | 08 Feb 2021, 17:18 |
| Q3 2020 | 43 | $281,755,000 | +$24,083,603 | -$184,128 | +$23,899,475 | AAPL, MSFT, BRKB, WMT, LMT | 13F-HR | 13 Nov 2020, 16:21 |
| Q2 2020 | 41 | $265,158,000 | +$12,128,053 | -$5,905,407 | +$6,222,646 | AAPL, MSFT, INTC, CSCO, ABBV | 13F-HR | 07 Aug 2020, 20:37 |
| Q1 2020 | 48 | $223,729,000 | +$2,257,501 | -$6,982,661 | -$4,725,160 | MSFT, AAPL, INTC, BRKB, LMT | 13F-HR | 01 May 2020, 16:31 |
| Q4 2019 | 42 | $286,972,000 | +$12,296,307 | -$4,521,731 | +$7,774,576 | AAPL, BRKB, MSFT, INTC, JPM | 13F-HR | 05 Feb 2020, 13:04 |
| Q3 2019 | 37 | $254,965,000 | +$3,287,972 | -$8,591,301 | -$5,303,329 | AAPL, BRKB, MSFT, INTC, LMT | 13F-HR | 04 Nov 2019, 21:23 |
| Q2 2019 | 36 | $255,329,000 | +$13,513,624 | -$1,186,522 | +$12,327,102 | AAPL, BRKB, CSCO, MSFT, INTC | 13F-HR | 05 Aug 2019, 13:58 |
| Q1 2019 | 44 | $233,685,000 | +$1,040,040 | -$3,930,767 | -$2,890,727 | AAPL, CSCO, INTC, BRKB, MSFT | 13F-HR | 07 May 2019, 16:57 |
| Q4 2018 | 41 | $215,172,000 | +$58,008 | -$6,651,698 | -$6,593,690 | BRKB, AAPL, CSCO, INTC, MSFT | 13F-HR | 11 Feb 2019, 14:21 |
| Q3 2018 | 34 | $252,340,000 | +$1,359,572 | -$3,913,895 | -$2,554,323 | AAPL, BRKB, CSCO, CAT, INTC | 13F-HR | 05 Nov 2018, 18:14 |
| Q2 2018 | 33 | $235,227,000 | +$796,597 | -$4,570,111 | -$3,773,514 | AAPL, MSFT, BRKB, INTC, CSCO | 13F-HR | 01 Aug 2018, 15:05 |
| Q1 2018 | 33 | $236,925,000 | +$17,859,112 | -$18,345,848 | -$486,736 | BRKB, INTC, AAPL, MSFT, CAT | 13F-HR | 04 May 2018, 14:39 |
| Q4 2017 | 36 | $243,045,000 | +$1,226,136 | -$10,005,136 | -$8,779,000 | AAPL, BRKB, CAT, INTC, VLO | 13F-HR | 02 Feb 2018, 16:38 |
| Q3 2017 | 36 | $233,221,000 | +$2,018,012 | -$399,269 | +$1,618,743 | ABBV, AAPL, BRKB, VLO, CAT | 13F-HR | 25 Oct 2017, 19:22 |
| Q2 2017 | 34 | $219,306,000 | +$13,282,477 | -$4,599,197 | +$8,683,280 | AAPL, BRKB, ABBV, BK, MSFT | 13F-HR | 02 Aug 2017, 12:32 |
| Q1 2017 | 33 | $208,391,000 | +$8,560,111 | -$8,643,159 | -$83,048 | AAPL, BRKB, ABBV, GE, INTC | 13F-HR | 03 May 2017, 19:42 |
| Q4 2016 | 34 | $200,525,000 | +$240,185 | -$10,628,470 | -$10,388,285 | BRKB, GE, INTC, AAPL, ABBV | 13F-HR | 03 Feb 2017, 13:23 |
| Q3 2016 | 33 | $205,562,000 | $0 | -$27,206,624 | -$27,206,624 | INTC, BDX, ABBV, GE, BRKB | 13F-HR | 04 Nov 2016, 16:22 |
| Q2 2016 | 34 | $225,739,000 | +$10,894,637 | -$11,057,186 | -$162,549 | MSFT, GE, CVS, WM, ABBV | 13F-HR | 04 Aug 2016, 15:27 |
| Q1 2016 | 35 | $222,081,000 | +$18,582,345 | -$228,790 | +$18,353,555 | MSFT, CVS, GE, AAPL, BRKB | Restatement | 19 May 2016, 17:41 |
| Q4 2015 | 34 | $202,591,000 | +$3,867,928 | -$3,602,487 | +$265,441 | MSFT, GE, INTC, ABBV, BDX | 13F-HR | 09 Feb 2016, 17:29 |
| Q3 2015 | 35 | $186,755,000 | +$137,735 | -$4,184,799 | -$4,047,064 | MSFT, CVS, GE, ABBV, SDY | 13F-HR | 09 Nov 2015, 12:03 |
| Q2 2015 | 36 | $209,415,000 | +$9,712,648 | -$2,354,440 | +$7,358,208 | ABBV, CVS, AAPL, MSFT, GE | 13F-HR | 04 Aug 2015, 15:54 |
| Q1 2015 | 38 | $202,348,000 | +$6,064,080 | -$8,519,548 | -$2,455,468 | AAPL, CVS, SDY, ABBV, BK | 13F-HR | 05 May 2015, 12:38 |
| Q4 2014 | 40 | $208,365,000 | +$242,976 | -$8,219,887 | -$7,976,911 | ABBV, INTC, MSFT, EMC, BK | 13F-HR | 06 Feb 2015, 14:52 |
| Q3 2014 | 42 | $211,390,000 | +$8,690,034 | -$7,491,659 | +$1,198,375 | INTC, MSFT, EMC, ABBV, CAT | 13F-HR | 10 Nov 2014, 17:23 |
| Q2 2014 | 55 | $212,485,000 | +$19,985,351 | -$7,789,845 | +$12,195,506 | CAT, SDY, ABBV, INTC, ESV | Restatement | 16 Sep 2014, 12:46 |
| Q1 2014 | 54 | $199,196,000 | +$11,902,253 | -$1,005,727 | +$10,896,526 | CAT, SDY, EMC, MSFT, ESV | 13F-HR | 02 May 2014, 16:00 |
| Q4 2013 | 67 | $186,163,000 | $0 | $0 | $0 | CAT, SDY, MAT, BK, MSFT | 13F-HR | 24 Jan 2014, 16:21 |