B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US) 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 2018, 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 2018, the filing reported:

New Buys - Merck & Company, Inc.

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

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

Complete Exits - Philip Morris International Inc, Williams-Sonoma, Inc.

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 2018	AVT Avnet, Inc.	Avnet, Inc.	Buy	+10,553	+1.8%	$25.28K	589,387
Q2 2018	AXP American Express Company	American Express Company	Sell	-3,461	-1.1%	$29.34K	299,380
Q2 2018	AZO AutoZone, Inc.	AutoZone, Inc.	Buy	+75,796	+73.1%	$120.44K	179,507
Q2 2018	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-11,948	-0.9%	$333.91K	1,374,125
Q2 2018	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-94,345	-2.1%	$232.84K	4,317,528
Q2 2018	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-20	-1.9%	$294.73K	1,045
Q2 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-8,627	-3.5%	$44.51K	238,490
Q2 2018	CMCSA Comcast Corporation	Comcast Corporation	Sell	-3,609	-0.6%	$20.69K	630,593
Q2 2018	COP ConocoPhillips	ConocoPhillips	Sell	-160,571	-8.7%	$117.82K	1,692,382
Q2 2018	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-740,330	-7.6%	$386.53K	8,982,762
Q2 2018	DEO Diageo plc	Diageo plc	Sell	-1,207	-0.4%	$39.96K	277,452
Q2 2018	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-641,956	-23.7%	$91.03K	2,070,716
Q2 2018	EMR Emerson Electric Company	Emerson Electric Company	Sell	-40,274	-3.7%	$73.00K	1,055,850
Q2 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-1,980	-1.6%	$136.54K	122,390
Q2 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,971	-1.5%	$146.35K	129,608
Q2 2018	HAL Halliburton Company	Halliburton Company	Sell	-1,738,755	-52.8%	$70.18K	1,557,429
Q2 2018	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Buy	+1,368	+1.0%	$6.77K	143,537
Q2 2018	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-44,366	-2.0%	$264.18K	2,177,149
Q2 2018	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-1,018	-0.4%	$48.26K	245,569
Q2 2018	MMM 3M Company	3M Company	Sell	-9,699	-2.3%	$80.43K	408,852
Q2 2018	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy - Position Entry	+3,306	-	$201.00	3,306
Q2 2018	NVS Novartis	Novartis	Sell	-2,723	-1.5%	$13.97K	184,913
Q2 2018	PM Philip Morris International Inc	Philip Morris International Inc	Sell - Position Exit	-41,843	-100.0%	$0.00	-
Q2 2018	PSX Phillips 66	Phillips 66	Sell	-1,129	-0.3%	$41.63K	370,717
Q2 2018	UL Unilever PLC	Unilever PLC	Sell	-200	-0.1%	$12.30K	222,477
Q2 2018	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-3,931	-1.2%	$47.20K	333,162
Q2 2018	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+17,660	+3.3%	$27.63K	549,274
Q2 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-78,163	-2.3%	$181.32K	3,270,561
Q2 2018	WPP WPP plc	WPP plc	Sell	-966	-0.4%	$17.48K	222,499
Q2 2018	WSM Williams-Sonoma, Inc.	Williams-Sonoma, Inc.	Sell - Position Exit	-128,185	-100.0%	$0.00	-