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

Wilsey Asset Management Inc's portfolio underwent significant changes during the second quarter of 2026, reflecting strategic decisions to buy and sell various stocks. The firm managed a total portfolio value of $680,961,174 as of June 30th.

Among the most pronounced actions were substantial reductions in certain positions. In the Financial Services sector, JPMorgan Chase & Co (JPM) experienced an 85% decrease in holdings and a significant drop of nearly $98 million (-97%) in its stock value allocation within Wilsey's portfolio.

Technology stocks saw notable exits as well. QUALCOMM Inc (QCOM), previously holding about $0.1 billion worth of shares, was almost completely sold out by the investor this quarter. The position decreased by 98.94% in terms of share count and vanished entirely from Wilsey's disclosed holdings.

Conversely, Wilsey demonstrated strong buying activity during Q2. Microsoft Corp (MSFT) saw its portfolio allocation increase to a substantial 6.1%, representing nearly $40 million worth of the total assets as of June 30th. This was achieved through an unchanged share count but via new purchases.

Other significant buys included Intuit Inc (INTU), where Wilsey increased its stake by over 92% in a single quarter, boosting its portfolio allocation to 4.8%. Similarly, Zimmer Biomet Holdings Inc (ZBH) and Stanley Black & Decker Inc (SWK) saw modest but disclosed increases of approximately 1.5 million shares each.

Wilsey also continued its focus on Real Estate holdings, maintaining positions in PDM and MHK while adding to MPW's stake by nearly half a million shares. The firm reduced exposure across several other sectors including Healthcare (PFE), Consumer Defensive (TAP), and Communication Services (VZ).