Boltwood Capital Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 2, 2024
Value $
$337M
Signature - Title
Zack Wolf - Partner
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by Boltwood Capital Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Boltwood Capital Management reported 174 stock holdings with total value $337M as of Q3 2024. Top holdings included SCHF, HYGV, TDTT, MBB, and IEI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 174 $337M +$9.11M -$9.21M -$106K SCHF, HYGV, TDTT, MBB, IEI 13F-HR 10/2/2024, 02:53 PM
Q2 2024 166 $320M +$15.4M -$12.6M +$2.86M SCHF, MBB, HYGV, TDTT, IEI 13F-HR 7/8/2024, 05:22 PM
Q1 2024 169 $323M +$17.9M -$6.16M +$11.7M SCHF, HYGV, MBB, IEI, SPDW 13F-HR 4/4/2024, 03:05 PM
Q4 2023 165 $302M +$23.6M -$13.3M +$10.3M SCHF, MBB, HYGV, IEI, SPDW 13F-HR 1/5/2024, 01:08 PM
Q3 2023 155 $270M +$11.5M -$8.57M +$2.98M SCHF, IEI, HYGV, MBB, SPDW 13F-HR 10/10/2023, 04:35 PM
Q2 2023 160 $277M +$9.13M -$7.97M +$1.16M SCHF, IEI, MBB, HYGV, SPDW 13F-HR 7/6/2023, 03:07 PM
Q1 2023 159 $268M +$15.2M -$4.18M +$11.1M SCHF, HYGV, IEI, MBB, MBSD 13F-HR 4/3/2023, 07:10 PM
Q4 2022 144 $246M +$19.7M -$9.02M +$10.6M SCHF, HYGV, MBSD, IEI, SPDW 13F-HR 1/6/2023, 02:45 PM
Q3 2022 143 $218M +$18.7M -$14.3M +$4.4M SCHF, HYGV, MBSD, SPDW, IEI 13F-HR 10/4/2022, 11:35 AM
Q2 2022 147 $231M +$21.7M -$15.4M +$6.27M SCHF, HYGV, MBSD, SPDW, IEI 13F-HR 7/7/2022, 01:32 PM
Q1 2022 156 $259M +$14.6M -$10.9M +$3.69M SCHF, SPDW, HYGV, MBSD, AAPL 13F-HR 4/20/2022, 11:29 AM
Q4 2021 156 $271M +$13.3M -$4.6M +$8.73M SCHF, SPDW, HYGV, MBSD, AAPL 13F-HR 1/10/2022, 01:50 PM
Q3 2021 151 $248M +$15.1M -$4.94M +$10.1M SCHF, HYGV, SPDW, MBSD, IJR 13F-HR 10/8/2021, 03:31 PM
Q2 2021 150 $241M +$10M -$5.49M +$4.55M SCHF, SPDW, HYGV, MBSD, IJR 13F-HR 7/6/2021, 11:09 AM
Q1 2021 148 $225M +$14.1M -$6.76M +$7.33M SCHF, SPDW, HYGV, IJR, MBSD 13F-HR 4/5/2021, 10:22 AM
Q4 2020 143 $206M +$12.2M -$6.35M +$5.86M SCHF, SPDW, AAPL, IJR, IJH 13F-HR 1/4/2021, 02:26 PM
Q3 2020 140 $179M +$17.6M -$10.5M +$7.02M SCHF, SPDW, AAPL, MSFT, IJH 13F-HR 10/5/2020, 04:01 PM
Q2 2020 129 $166M +$6.95M -$6.41M +$540K SCHF, SPDW, AAPL, MSFT, IJH 13F-HR 7/1/2020, 06:11 PM
Q1 2020 127 $141M +$13.4M -$15M -$1.58M SCHF, SPDW, CORP, CMF, MSFT 13F-HR 4/7/2020, 12:57 PM
Q4 2019 137 $178M +$17M -$7.69M +$9.33M SCHF, VEU, EFA, IJR, IJH 13F-HR 1/7/2020, 02:33 PM
Q3 2019 130 $159M +$8.68M -$8.63M +$51.3K SCHF, VEU, CVX, IJR, IJH 13F-HR 10/2/2019, 04:20 PM
Q2 2019 128 $157M +$4.05M -$5.61M -$1.56M SCHF, CVX, VEU, IJR, IJH 13F-HR 7/1/2019, 02:54 PM
Q1 2019 126 $153M +$7.91M -$16.2M -$8.3M SCHF, CVX, VEU, IJR, IJH 13F-HR 4/1/2019, 06:22 PM
Q4 2018 123 $146M +$16.6M -$19.8M -$3.18M SCHF, CVX, VEU, IJR, EFA 13F-HR 1/7/2019, 04:00 PM
Q3 2018 130 $168M +$10.5M -$4.47M +$6.04M SCHF, IJR, AAPL, CVX, VEU 13F-HR 10/9/2018, 06:49 PM
Q2 2018 125 $154M +$9.85M -$4.9M +$4.96M SCHF, CVX, VEU, IJR, IJH 13F-HR 7/6/2018, 04:47 PM
Q1 2018 119 $146M +$2.47M -$15.4M -$12.9M SCHF, CVX, VEU, IJR, IJH 13F-HR 4/5/2018, 03:17 PM
Q4 2017 121 $163M +$7.67M -$4.67M +$3M PFE, SCHF, CVX, VEU, AAPL 13F-HR 1/9/2018, 05:59 PM
Q3 2017 118 $154M +$4.72M -$4.4M +$318K PFE, SCHF, CVX, VEU, IJR 13F-HR 10/10/2017, 03:52 PM
Q2 2017 117 $148M +$6.66M -$5.01M +$1.65M PFE, SCHF, CVX, VEU, IJR 13F-HR 7/7/2017, 04:39 PM
Q1 2017 112 $143M +$11.4M -$2.74M +$8.68M PFE, SCHF, CVX, VEU, WFC 13F-HR 4/6/2017, 02:59 PM
Q4 2016 107 $131M +$8.05M -$4.63M +$3.43M PFE, CVX, SCHF, XOM, IJR 13F-HR 1/9/2017, 01:14 PM
Q3 2016 102 $125M +$4.28M -$308K +$3.97M PFE, VEU, CVX, XOM, IJR 13F-HR 10/5/2016, 12:26 PM
Q2 2016 100 $120M +$4.11M -$2.12M +$1.99M PFE, VEU, XOM, CVX, WFC 13F-HR 7/5/2016, 05:14 PM
Q1 2016 100 $114M +$8.87M -$5.52M +$3.36M PFE, VEU, XOM, CVX, WFC 13F-HR 4/13/2016, 06:37 PM
Q4 2015 96 $109M +$11.4M -$1.47M +$9.95M PFE, VEU, WFC, XOM, CVX 13F-HR 2/8/2016, 07:39 PM
Q3 2015 83 $93.8M +$1.58M -$1.63M -$48.4K PFE, VEU, WFC, XOM, IJH 13F-HR 10/14/2015, 01:17 PM
Q2 2015 81 $102M +$10.9M -$246M -$235M PFE, VEU, WFC, CVX, XOM 13F-HR 7/24/2015, 04:28 PM
Q1 2015 92 $341M +$1.9M -$11.5M -$9.57M PLD, EXPD, WFC, PG, MLM 13F-HR 5/7/2015, 04:48 PM
Q4 2014 92 $350M +$26.9M -$22.5M +$4.34M PLD, PG, WFC, EXPD, APA 13F-HR 1/20/2015, 05:16 PM
Q3 2014 89 $337M +$9.16M -$8.27M +$892K PLD, PG, WFC, MRK, BK 13F-HR 10/14/2014, 12:22 PM
Q2 2014 91 $339M +$20.9M -$2.81M +$18.1M PLD, MRK, WFC, PG, BK 13F-HR 7/24/2014, 07:02 PM
Q1 2014 86 $318M +$7.78M -$4.5M +$3.28M PLD, GOOGL, MRK, PG, WFC 13F-HR 4/24/2014, 06:59 PM
Q4 2013 87 $305M $0 $0 PLD, GOOGL, PG, MRK, WFC 13F-HR 1/16/2014, 01:06 PM