B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q2 2015)

As of Jun 30, 2015, the Tweedy, Browne Co All Funds (US) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 06, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2015, the filing reported:

New Buys - None reported

Increases - HSBC Holdings, plc., Verizon Communications Inc.

Reductions - AGCO Corporation, American Express Company, Baxter International Inc., The Bank of New York Mellon Cor, Berkshire Hathaway Inc. New, and 18 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2015	AGCO AGCO Corporation	AGCO Corporation	Sell	-17,333	-6.0%	$15.42K	271,538
Q2 2015	AXP American Express Company	American Express Company	Sell	-699	-0.3%	$20.79K	267,506
Q2 2015	BAX Baxter International Inc.	Baxter International Inc.	Sell	-20,848	-0.8%	$177.90K	2,543,966
Q2 2015	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-4,833	-0.1%	$171.67K	4,090,263
Q2 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-1,100	-0.3%	$53.07K	389,926
Q2 2015	COP ConocoPhillips	ConocoPhillips	Sell	-107,305	-3.8%	$167.73K	2,731,258
Q2 2015	CSCO Cisco	Cisco	Sell	-338,737	-3.3%	$274.18K	9,984,544
Q2 2015	DEO Diageo plc	Diageo plc	Sell	-820	-0.3%	$37.86K	326,264
Q2 2015	DNOW DNOW Inc.	DNOW Inc.	Sell	-725	-0.8%	$1.69K	85,079
Q2 2015	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-10,953	-0.3%	$247.02K	4,152,246
Q2 2015	EMR Emerson Electric Company	Emerson Electric Company	Sell	-265,714	-12.8%	$100.22K	1,808,006
Q2 2015	HAL Halliburton Company	Halliburton Company	Sell	-38,660	-0.7%	$228.82K	5,312,823
Q2 2015	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Buy	+5,791	+3.5%	$7.62K	170,173
Q2 2015	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-137,161	-3.4%	$381.93K	3,918,801
Q2 2015	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-7,840	-2.6%	$27.35K	292,550
Q2 2015	MMM 3M Company	3M Company	Sell	-1,248	-0.1%	$160.59K	1,040,788
Q2 2015	NVS Novartis AG	Novartis AG	Sell	-6,000	-2.3%	$25.00K	254,217
Q2 2015	PM Philip Morris International Inc	Philip Morris International Inc	Sell	-14,350	-0.8%	$147.44K	1,839,100
Q2 2015	PSX Phillips 66	Phillips 66	Sell	-262	-0.1%	$32.11K	398,568
Q2 2015	TTE TotalEnergies SE	TotalEnergies SE	Sell	-5,228	-1.4%	$18.24K	370,967
Q2 2015	UNF Unifirst Corporation	Unifirst Corporation	Sell	-415	-0.2%	$21.38K	191,178
Q2 2015	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-1,000	-0.2%	$44.47K	466,238
Q2 2015	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+415,236	+31.0%	$81.86K	1,756,210
Q2 2015	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-44,488	-0.9%	$284.50K	5,058,689
Q2 2015	WMT Walmart Inc.	Walmart Inc.	Sell	-1,140	-0.1%	$69.20K	975,585