Woodley Farra Manion Portfolio Management Inc Q3 2026: Major Shifts in Holdings
Portfolio management firm Woodley Farra Manion saw significant changes in its holdings during the second quarter of 2026, marked by substantial purchases and sales across various sectors.
Woodley Farra Manion Portfolio Management Inc reported notable shifts in its portfolio composition for Q3 2026. The firm demonstrated active management through a combination of strategic buying and selling activities.
Prominent Purchases This Quarter
The investment strategy appears focused on growth sectors, with several large stock purchases observed during this period:
- CARRIER GLOBAL CORPORATION (CARR): The firm increased its stake in CARR by a substantial 80.64%, acquiring over half a million additional shares.
- LOCKHEED MARTIN CORP (LMT): A significant increase of approximately 283,454 shares was noted for LMT, representing an enormous percentage jump in its position.
- AMAZON COM INC (AMZN): The investor added nearly 190,000 shares to their AMZN holding during this quarter.
- VISA INC (V): A considerable purchase of V was recorded, adding over 117,000 shares to the portfolio.
- KEURIG DR PEPPER INC (KDP): The firm made a substantial entry into KDP during Q3 2026.
Significant Stock Sales
In contrast, Woodley Farra Manion also divested from several holdings:
- ISHARES TR (SGOV): This ETF saw a massive reduction in the portfolio's position. The investor sold over 1.3 million shares of this fund.
- NOVARTIS AG (NVS): A significant portion was shed, with sales reducing the stake by approximately 90.11% during Q3.
- BJS WHSL CLUB HLDGS INC (BJ): This holding experienced a near-total exit from the portfolio.
The overall portfolio value remained substantial at $1,922 million as of June 30th. The firm's activities suggest a dynamic approach to managing its investments.