Bryn Mawr Trust CO Reduced Holdings in Q3 2025

Bryn Mawr Trust CO

  • $4.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
-548K
- 99.62%
$433.66 - $544.47 $238M - $299M
2.1K $937K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-679K
- 84.13%
$97.75 - $100.75 $66.4M - $68.4M
128K $12.8M
MSFT
Microsoft Corp

Technology
-129K
- 30.92%
$491.09 - $535.64 $63.4M - $69.2M
289K $149M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-88.5K
- 80.21%
$567.77 - $614.76 $50.3M - $54.4M
21.8K $13.4M
VTI
Vanguard Total Stock Market Et

ETFs
-156K
- 39.16%
$303.93 - $329.86 $47.3M - $51.3M
242K $79.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-541K
- 53.37%
$87.29 - $93.61 $47.2M - $50.7M
473K $44.1M
PG
Procter & Gamble CO

Consumer Defensive
-325K
- 50.81%
$150.47 - $161.22 $48.9M - $52.4M
315K $48.4M
AAPL
Apple Inc.

Technology
-185K
- 19.05%
$202.38 - $256.87 $37.4M - $47.5M
785K $200M
NVDA
Nvidia Corp

Technology
-224K
- 68.72%
$153.3 - $186.58 $34.3M - $41.7M
102K $19M
GOOGL
Alphabet Inc.

Communication Services
-158K
- 57.69%
$174.36 - $254.72 $27.5M - $40.2M
116K $28.2M
IWN
Ishares Russell2000 Val ETF

ETFs
-195K
- 94.73%
$157.1 - $178.94 $30.6M - $34.8M
10.8K $1.92M
VEA
Vanguard Ftse Developed Market

ETFs
-567K
- 12.24%
$56.02 - $60.3 $31.7M - $34.2M
4.06M $243M
JPM
Jpmorgan Chase & CO

Financial Services
-77.3K
- 23.08%
$282.78 - $316.06 $21.9M - $24.4M
258K $81.3M
GLD
Spdr Gold Trust

ETFs
-56.9K
- 78.35%
$300.96 - $355.47 $17.1M - $20.2M
15.7K $5.59M
GOOG
Alphabet Inc.

Communication Services
-79.5K
- 24.45%
$175.16 - $255.24 $13.9M - $20.3M
246K $59.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-351K
- 48.5%
$49.43 - $54.52 $17.4M - $19.1M
373K $20.2M
JNJ
Johnson & Johnson

Healthcare
-101K
- 21.66%
$155.17 - $185.42 $15.6M - $18.7M
365K $67.6M
AVGO
Broadcom Inc.

Technology
-55.3K
- 68.46%
$264.74 - $369.57 $14.7M - $20.5M
25.5K $8.41M
META
Meta Platforms, Inc.

Communication Services
-24.3K
- 71.88%
$695.21 - $791.73 $16.9M - $19.2M
9.51K $6.98M
HI
Hillenbrand, Inc.

Industrials
-587K
- 99.49%
$19.59 - $27.04 $11.5M - $15.9M
3K $81K
SPY
Spdr S&P 500 ETF Trust

ETFs
-23K
- 22.95%
$617.65 - $666.84 $14.2M - $15.3M
77.1K $51.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-29.6K
- 35.35%
$459.11 - $506.91 $13.6M - $15M
54.2K $27.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-29.4K
- 29.32%
$420.11 - $472.68 $12.3M - $13.9M
70.8K $33.2M
V
Visa Inc.

Financial Services
-38.4K
- 34.75%
$332.09 - $358.86 $12.7M - $13.8M
72.1K $24.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-17.6K
- 11.28%
$620.67 - $670.08 $10.9M - $11.8M
138K $92.5M
MA
Mastercard Inc

Financial Services
-19K
- 26.23%
$550.18 - $598.96 $10.5M - $11.4M
53.5K $30.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
-110K
- 24.59%
$92.26 - $97.51 $10.1M - $10.7M
337K $32.5M
ORCL
Oracle Corp

Technology
-35K
- 28.24%
$218.96 - $328.33 $7.66M - $11.5M
88.9K $25M
TSLA
Tesla, Inc.

Consumer Cyclical
-18.7K
- 80.0%
$293.94 - $444.72 $5.49M - $8.31M
4.67K $2.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13.8K
- 20.62%
$546.99 - $602.2 $7.56M - $8.32M
53.2K $31.9M
CSCO
Cisco Systems, Inc.

Technology
-117K
- 20.63%
$66.2 - $71.79 $7.77M - $8.42M
451K $30.9M
LLY
Eli Lilly & CO

Healthcare
-10.2K
- 26.79%
$625.65 - $812.69 $6.39M - $8.3M
27.9K $21.3M
WMT
Walmart Inc.

Consumer Defensive
-75.6K
- 54.8%
$94.4 - $104.27 $7.13M - $7.88M
62.3K $6.42M
VUG
Vanguard Growth ETF

ETFs
-15.9K
- 56.39%
$433.97 - $484.08 $6.88M - $7.68M
12.3K $5.88M
IWM
Ishares Russell 2000 ETF

ETFs
-31.1K
- 26.56%
$214.92 - $244.84 $6.69M - $7.62M
86.1K $20.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-26.8K
- 87.39%
$224.68 - $282.71 $6.03M - $7.59M
3.87K $1.08M
VTV
Vanguard Value ETF

ETFs
-38.6K
- 68.75%
$175.51 - $186.57 $6.78M - $7.21M
17.6K $3.27M
UBER
Uber Technologies, Inc

Technology
-67.8K
- 92.6%
$86.91 - $99.57 $5.89M - $6.75M
5.42K $530K
ABBV
Abb Vie Inc.

Healthcare
-26.6K
- 33.98%
$184.85 - $231.54 $4.92M - $6.16M
51.7K $12M
XOM
Exxon Mobil Corp

Energy
-53.6K
- 15.05%
$105.83 - $117.22 $5.67M - $6.28M
302K $34.1M
HD
Home Depot, Inc.

Consumer Cyclical
-14.5K
- 23.39%
$357.4 - $423.42 $5.19M - $6.15M
47.6K $19.3M
TXN
Texas Instruments Inc

Technology
-28.8K
- 53.64%
N/A
24.9K $4.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-78.3K
- 17.56%
$62.09 - $66.51 $4.86M - $5.21M
368K $24M
KLAC
Kla Corp

Technology
-4.69K
- 28.7%
$843.9 - $1078.6 $3.95M - $5.05M
11.6K $12.6M
COST
Costco Wholesale Corp

Consumer Defensive
-5.38K
- 55.78%
$915.95 - $994.57 $4.93M - $5.35M
4.27K $3.95M
WDAY
Workday, Inc.

Technology
-20.7K
- 95.6%
$213.69 - $247.69 $4.42M - $5.12M
950 $228K
IEFA
Ishares Tr

ETFs
-57K
- 68.16%
$81.7 - $87.53 $4.65M - $4.99M
26.6K $2.32M
TJX
Tjx Companies Inc

Consumer Cyclical
-34.2K
- 15.31%
$121.35 - $144.54 $4.15M - $4.94M
189K $27.3M
MPWR
Monolithic Power Systems Inc

Technology
-5.18K
- 91.07%
$711.24 - $922.81 $3.68M - $4.78M
508 $467K
Activity Summary
Buys All Purchases 7 New Holdings 7 Increased Positions 0 Sells All Sells 946 Reductions 946 Sold out 0 Options Calls 0 Puts 0
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