BRAUN STACEY ASSOCIATES INC
CIK 872080
13F filing for Q2 2026・No. 1,158
- Holdings
- US$3.53B
- Quarter change
- +US$519.02M
- Entries
- 117
- Net bought (estimate)
- −US$68.07M
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 13
- Sold out 12
- Cut 52
- Added 39
- Corporate actions 0
- Unchanged 9
Largest holdings
113 stocks worth US$3.53B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 1,115,174 | US$223.14M | 6.33% |
| AAPLAppleCOM | Added | 664,904 | US$192.4M | 5.45% |
| MSFTMicrosoftCOM | Cut | 340,491 | US$127.01M | 3.60% |
| GOOGLAlphabetCOM | Added | 327,643 | US$117.09M | 3.32% |
| MUMicronCOM | Cut | 95,775 | US$110.55M | 3.13% |
| AMZNAmazonCOM | Added | 461,472 | US$109.99M | 3.12% |
| WDCWESTERN DIGITAL CORPCOM | Cut | 154,944 | US$98.97M | 2.81% |
| AVGOBroadcomCOM | Cut | 200,903 | US$75.89M | 2.15% |
| VRTVERTIV HOLDINGS CO CL ACOM | Cut | 203,508 | US$68.14M | 1.93% |
| LRCXLAM RESEARCH CORP NEWCOM | Cut | 155,268 | US$67.28M | 1.91% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.