Ramsay, Stattman, Vela & Price, Inc.
CIK 1541399
13F filing for Q2 2026・No. 3,627
- Holdings
- US$562.15M
- Quarter change
- +US$55.82M
- Entries
- 84
- Net bought (estimate)
- +US$2.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 3
- Cut 32
- Added 27
- Corporate actions 0
- Unchanged 17
Largest holdings
84 stocks worth US$562.15M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 149,094 | US$43.14M | 7.67% |
| MSFTMicrosoftCOM | Added | 100,412 | US$37.46M | 6.66% |
| NVDANvidiaCOM | Added | 182,670 | US$36.55M | 6.50% |
| GOOGAlphabet Inc. Cl. CCOM | Cut | 82,365 | US$29.1M | 5.18% |
| BRK.BBerkshire Hathaway Cl. BCOM | Added | 44,645 | US$22.34M | 3.97% |
| AMZNAmazonCOM | Added | 85,398 | US$20.35M | 3.62% |
| VVisa Inc.COM | Added | 53,799 | US$18.46M | 3.28% |
| AMATApplied MaterialsCOM | Cut | 24,520 | US$17.73M | 3.15% |
| JNJJohnson & JohnsonCOM | Cut | 65,500 | US$16.63M | 2.96% |
| GOOGLAlphabetCOM | Cut | 39,612 | US$14.16M | 2.52% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.