Armstrong Henry H Associates Inc Q2 2026 Portfolio Activity: Major Buys & Sells Observed

Armstrong Henry H Associates Inc's portfolio activity during the second quarter of 2026 shows a mix of strategic buying and selling across various sectors. The investor maintained its largest positions in Berkshire Hathaway (BRK-A & BRK-B) while making notable changes elsewhere.

Prominent Purchases Observed

The most significant purchase during Q2 was the increase in shares of Berkshire Hathaway Inc (BRK-B). The investor added 6,465 shares, representing a portfolio weight increase from 18.18% to an unchanged allocation percentage.

Elsewhere, the investor demonstrated substantial buying activity in several other stocks:

• RBA: RB GLOBAL INC (RBA), a company in the Industrials sector. The investment increased by 13,875 shares or +51.32%, significantly boosting its portfolio allocation.
• VO: VANGUARD INDEX FDS (VO), a Vanguard ETF holding. The investor increased their stake by 6,744 shares or +300%, indicating strong confidence in this fund.
• APD: AIR PRODUCTS AND CHEMICALS I (APD), a stock in the Basic Materials sector. The position saw an increase of 5,185 shares or +10.25%.
• FAST: FASTENAL CO (FAST), another Industrials holding. Shares increased by 6,869 or +2.61%.

Sales and Reductions in Portfolio Weight

Conversely, the investor reduced positions in several key holdings:

• MSFT: MICROSOFT CORP (MSFT), a Technology stock. The position decreased by 6,021 shares or -0.96%, slightly reducing its portfolio weight.
• MDT: MEDTRONIC PLC (MDT). Shares were reduced by 5,329 or -5.35%.
• UBER: UBER TECHNOLOGIES INC (UBER), a Technology stock. The investor sold over 10,000 shares (-28.74%), significantly reducing its stake.
• PG: PROCTER & GAMBLE CO (PG). Shares decreased by 3,370 or -0.95%.
• SCHW: SCHWAB CHARLES CORP (SCHW), a Financial Services holding. Shares decreased by 2,000 or -32.84%.
• STM: STMICROELECTRONICS N V (STM). The position was completely sold off (+100%), exiting this Technology holding entirely.

Tech Sector Dynamics

The investor's Technology sector allocation saw fluctuations. While APPLE INC (AAPL) experienced a slight reduction (-3,000 shares or -0.71%), the overall portfolio weight for Technology remained stable at 25.4%.

The largest Technology holding by value is still Microsoft Corp (MSFT) with a significant decrease in shares (-0.96%). Other notable Technology holdings include ASML HLDG NV (ASML) and STMicroelectronics NV (STM). The investor also added shares to the Vanguard ETF holding (VO) which falls under Technology classification.

Financial Services Portfolio Adjustments

The Financial Services sector allocation for Armstrong Henry H Associates Inc remained relatively stable at 45.38% (-0.19%). This stability was maintained despite changes in specific holdings like Berkshire Hathaway (BRK-B) (+6,465 shares) and Schwab Charitable Corp (SCHW) (-2,000 shares).

The largest Financial Services holding is Berkshire Hathaway Inc A (BRK-A), which saw a decrease of 4 shares but maintained its position as the top allocation at 19.58%. Other significant holdings include Moodys Corp (MCO) and Johnson & Johnson (JNJ).

Diversification Across Sectors

The investor's portfolio continues to be diversified across multiple sectors. The Healthcare sector allocation increased slightly from 8.87% (-0.13%) primarily due to the purchase of shares in Johnson & Johnson (JNJ) and the reduction in its holding.

In Consumer Defensive, the allocation remained unchanged at 6.39% despite a small decrease in Procter & Gamble (PG). The Industrials sector saw activity with purchases of RBA, DCI, and FAST alongside reductions in other Industrials holdings.

The portfolio also includes smaller allocations across sectors like Communication Services, Utilities, Consumer Cyclical, and Basic Materials. The Unknown sector allocation decreased slightly from 3.01% (-0.29%) due to the reduction of shares in Uber Technologies Inc (UBER).