Columbia Asset Management Purchases and Sells in Q4 2025

Columbia Asset Management

$547 Million
Q4 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	352 + 4.4%	$799.57 - $1025.28 $281K - $361K	8.35K $8.53M
AMGN	62 + 0.27%	$290.13 - $341.71 $18K - $21.2K	23K $7.86M
VO	3.51K + 47.75%	$286.27 - $296.23 $1M - $1.04M	10.9K $3.11M
VRTX	1.69K + 305.61%	$402.9 - $437.15 $681K - $739K	2.24K $973K
UPS	464 + 1.23%	$82.87 - $97.4 $38.5K - $45.2K	38.2K $3.59M
BP	4.88K + 4.03%	$32.78 - $37.35 $160K - $182K	126K $4.6M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	37.3K New	$475.68 - $513.11 $17.7M - $19.1M	37.3K $19M
TD	3.84K New	$78.32 - $82.74 $300K - $317K	3.84K $312K
SCHF	10.1K New	$23.02 - $24.23 $232K - $244K	10.1K $241K
MNST	2.9K New	$66.31 - $71.91 $192K - $208K	2.9K $206K
IWD	980 New	$199.44 - $208.01 $195K - $204K	980 $200K
CMI	400 New	$407.98 - $484.34 $163K - $194K	400 $185K

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-1.77K - 1.92%	$496.82 - $542.07 $877K - $957K	90.2K $45.8M
ORCL	-3.79K - 29.84%	$217.57 - $313.0 $824K - $1.19M	8.91K $1.96M
AVGO	-5.75K - 10.57%	$324.63 - $385.98 $1.87M - $2.22M	48.6K $16.7M
V	-760 - 1.45%	$325.75 - $352.42 $248K - $268K	51.8K $16.9M
HD	-364 - 2.71%	$358.03 - $397.02 $130K - $145K	13.1K $4.68M
JPM	-689 - 2.01%	$294.11 - $320.41 $203K - $221K	33.7K $10.1M

Activity Summary All Purchases 58 New Holdings 10 Increased Positions 48 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

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