Wilsey Asset Management Q2 Portfolio Shifts: Major Sells and Strategic Buys

Wilsey Asset Management's portfolio saw significant changes in Q2 2026, marked by substantial reductions in technology holdings like JPMorgan Chase (JPM) and near-total exits from QUALCOMM (QCOM), alongside notable increases in positions such as Microsoft Corp (MSFT).

By Insiderset.Jul 10, 2026, 11:53 AM
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Wilsey Asset Management Inc
Wilsey Asset Management Q2 Portfolio Shifts: Major Sells and Strategic Buys
Wilsey Asset Management's portfolio saw significant changes in Q2 2026, marked by substantial reductions in technology holdings like JPMorgan Chase (JPM) and near-total exits from QUALCOMM (QCOM), alongside notable increases in positions such as Microsoft Corp (MSFT).