Wilkinson Global Asset Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$1.66B
Signature - Title
Charlie Wilkinson - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Wilkinson Global Asset Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wilkinson Global Asset Management LLC reported 77 stock holdings with total value $1.66B as of Q3 2024. Top holdings included TJX, MSFT, AAPL, JPM, and AMGN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 77 $1.66B +$33.7M -$56M -$22.3M TJX, MSFT, AAPL, JPM, AMGN 13F-HR 10/31/2024, 04:46 PM
Q2 2024 80 $1.6B +$131M -$35.2M +$95.8M MSFT, TJX, JPM, AAPL, AMGN 13F-HR 8/6/2024, 05:11 PM
Q1 2024 86 $1.59B +$60.7M -$48.9M +$11.7M MSFT, TJX, JPM, TM, AMGN 13F-HR 5/10/2024, 01:55 PM
Q4 2023 89 $1.45B +$3.7M -$20.1M -$16.4M MSFT, TJX, AAPL, JPM, ACN 13F-HR 2/12/2024, 01:46 PM
Q3 2023 90 $1.3B +$34.9M -$26.1M +$8.85M TJX, MSFT, AAPL, JPM, ACN 13F-HR 11/14/2023, 08:59 AM
Q2 2023 93 $1.31B +$4.8M -$36.6M -$31.8M MSFT, TJX, AAPL, JPM, ACN 13F-HR 7/28/2023, 09:57 AM
Q1 2023 92 $1.26B +$10.4M -$21.2M -$10.7M TJX, MSFT, AAPL, ACN, JPM 13F-HR 5/12/2023, 01:22 PM
Q4 2022 95 $1.2B +$57M -$62.6M -$5.59M TJX, MSFT, AMGN, JPM, UNP 13F-HR 1/31/2023, 11:55 AM
Q3 2022 90 $1.11B +$58.5M -$47.9M +$10.6M AAPL, TJX, MSFT, ACN, UNP 13F-HR 10/19/2022, 08:47 AM
Q2 2022 90 $1.17B +$33.2M -$111M -$78.1M MSFT, AAPL, ACN, UNP, TJX 13F-HR 7/26/2022, 11:55 AM
Q1 2022 89 $1.55B +$38.6M -$113M -$74.8M AAPL, MSFT, UNP, ACN, JPM 13F-HR 5/9/2022, 01:02 PM
Q4 2021 92 $1.8B +$29.4M -$63.2M -$33.8M AAPL, MSFT, ACN, TJX, JPM 13F-HR 2/14/2022, 05:23 PM
Q3 2021 94 $1.64B +$60.6M -$71.9M -$11.3M MSFT, AAPL, JPM, ACN, TJX 13F-HR 11/15/2021, 12:43 PM
Q2 2021 95 $1.69B +$76.3M -$36.3M +$40M MSFT, AAPL, JPM, ACN, TJX 13F-HR 8/16/2021, 12:03 PM
Q1 2021 87 $1.58B $0 $0 MSFT, AAPL, INTC, DIS, JPM 13F-HR 4/28/2021, 11:57 AM
Q4 2020 0 13F-NT 1/26/2021, 04:05 PM
Q3 2020 0 13F-NT 10/26/2020, 11:11 AM
Q2 2020 0 13F-NT 8/14/2020, 12:19 PM
Q1 2020 0 13F-NT 5/4/2020, 12:56 PM
Q4 2019 0 13F-NT 1/28/2020, 01:03 PM
Q3 2019 0 13F-NT 10/30/2019, 02:15 PM
Q2 2019 0 13F-NT 8/8/2019, 12:44 PM
Q1 2019 0 13F-NT 5/14/2019, 11:21 AM
Q4 2018 0 13F-NT 2/13/2019, 07:40 AM