Legacy Trust Incresed Positions in Q3 2025

Legacy Trust

  • $507 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FITB
Fifth Third Bancorp

Financial Services
1.7K
+ 10.23%
$40.91 - $46.28 $69.7K - $78.8K
18.3K $817M
PG
Procter & Gamble CO

Consumer Defensive
956
+ 19.3%
$150.47 - $161.22 $144K - $154K
5.91K $908M
MRK
Merck & Co., Inc.

Healthcare
1.12K
+ 22.74%
$77.6 - $87.37 $86.9K - $97.9K
6.05K $507M
ILMN
Illumina, Inc.

Healthcare
1.18K
+ 11.12%
$91.69 - $109.88 $108K - $130K
11.8K $1.12B
META
Meta Platforms, Inc.

Communication Services
184
+ 1.31%
$695.21 - $791.73 $128K - $146K
14.2K $10.4B
AMGN
Amgen Inc

Healthcare
245
+ 8.82%
$271.18 - $309.22 $66.4K - $75.8K
3.02K $853M
PM
Philip Morris International Inc.

Consumer Defensive
636
+ 33.11%
$157.77 - $183.27 $100K - $117K
2.56K $415M
ADM
Archer Daniels Midland CO

Consumer Defensive
265
+ 4.31%
$53.54 - $64.21 $14.2K - $17K
6.42K $383M
VIG
Vanguard Dividend Appreciation

ETFs
25
+ 0.56%
N/A
4.47K $965M
DIS
Walt Disney CO

Communication Services
2.66K
+ 10.0%
$112.25 - $124.0 $298K - $329K
29.2K $3.34B
HBAN
Huntington Bancshares Inc

Financial Services
1.55K
+ 15.3%
$15.87 - $17.88 $24.6K - $27.8K
11.7K $202M
VB
Vanguard Small Cap ETF

ETFs
25
+ 2.56%
$237.58 - $259.17 $5.94K - $6.48K
1K $255M
TRV
Travelers Companies, Inc.

Financial Services
37
+ 3.84%
$250.62 - $279.43 $9.27K - $10.3K
1K $279M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
750
+ 7.08%
$23.43 - $23.88 $17.6K - $17.9K
11.3K $270M
GWRE
Guidewire Software, Inc.

Technology
13
+ 1.04%
$207.82 - $261.88 $2.7K - $3.4K
1.27K $291M
INTU
Intuit Inc

Technology
225
+ 13.13%
$646.03 - $807.39 $145K - $182K
1.94K $1.32B
CL
Colgate Palmolive CO

Consumer Defensive
500
+ 7.23%
$79.36 - $93.33 $39.7K - $46.7K
7.41K $593M
AMP
Ameriprise Financial Inc

Financial Services
56
+ 3.12%
$486.13 - $544.55 $27.2K - $30.5K
1.85K $908M
ALGN
Align Technology Inc

Healthcare
626
+ 7.94%
$124.88 - $207.19 $78.2K - $130K
8.51K $1.07B
SBAC
Sba Communications Corp

Real Estate
90
+ 0.83%
$191.35 - $239.35 $17.2K - $21.5K
10.9K $2.12B
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.09%
$915.95 - $994.57 $6.41K - $6.96K
7.96K $7.36B
ISRG
Intuitive Surgical Inc

Healthcare
379
+ 3.47%
$433.66 - $544.47 $164K - $206K
11.3K $5.05B
Activity Summary
Buys All Purchases 119 New Holdings 46 Increased Positions 73 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Trust Portfolio

Follow Legacy Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Trust, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email