Waters Parkerson & Co., LLC Reduced Holdings in Q3 2025

Waters Parkerson & Co., LLC

  • $1.97 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
-50
- 1.22%
$139.09 - $161.16 $6.95K - $8.06K
4.05K $643K
CVS
Cvs Health Corp

Healthcare
-85
- 0.75%
$58.75 - $76.5 $4.99K - $6.5K
11.3K $851K
CAT
Caterpillar Inc

Industrials
-55
- 4.41%
$390.92 - $477.15 $21.5K - $26.2K
1.19K $569K
FHN
First Horizon Corp

Financial Services
-6.7K
- 3.99%
$21.16 - $23.23 $142K - $156K
161K $3.65M
SO
Southern CO

Utilities
-100
- 0.28%
$90.83 - $96.0 $9.08K - $9.6K
35.7K $3.38M
HWC
Hancock Whitney Corp

Financial Services
-1.18K
- 3.41%
$57.63 - $64.31 $68.1K - $76K
33.5K $2.1M
GE
General Electric CO

Industrials
-148
- 4.18%
$244.75 - $305.63 $36.2K - $45.2K
3.39K $1.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-127
- 1.24%
$459.11 - $506.91 $58.3K - $64.4K
10.1K $5.08M
AMAT
Applied Materials Inc

Technology
-175
- 1.74%
$156.25 - $204.95 $27.3K - $35.9K
9.88K $2.02M
IDCC
Inter Digital, Inc.

Communication Services
-300
- 10.26%
$221.35 - $349.23 $66.4K - $105K
2.63K $906K
DVN
Devon Energy Corp

Energy
-1.23K
- 0.9%
$31.75 - $36.99 $39.1K - $45.5K
136K $4.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-11
- 0.1%
$567.77 - $614.76 $6.25K - $6.76K
10.8K $6.64M
RTX
Raytheon Technologies Corp

Industrials
-45
- 0.17%
$144.19 - $167.33 $6.49K - $7.53K
27.2K $4.55M
WMT
Walmart Inc.

Consumer Defensive
-1.55K
- 1.06%
$94.4 - $104.27 $147K - $162K
144K $14.9M
NVDA
Nvidia Corp

Technology
-7.46K
- 8.66%
$153.3 - $186.58 $1.14M - $1.39M
78.7K $14.7M
AFL
Aflac Inc

Financial Services
-2.35K
- 0.89%
$98.09 - $111.7 $231K - $262K
263K $29.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-335
- 0.99%
$620.67 - $670.08 $208K - $224K
33.4K $22.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-160
- 0.28%
$215.01 - $273.02 $34.4K - $43.7K
57.6K $14.5M
ROK
Rockwell Automation, Inc

Industrials
-501
- 0.29%
$328.67 - $358.52 $165K - $180K
169K $59.2M
IWM
Ishares Russell 2000 ETF

ETFs
-54
- 0.05%
$214.92 - $244.84 $11.6K - $13.2K
113K $27.4M
NSC
Norfolk Southern Corp

Industrials
-3.47K
- 3.7%
$259.49 - $300.41 $899K - $1.04M
90.1K $27.1M
JNJ
Johnson & Johnson

Healthcare
-1.83K
- 1.6%
$155.17 - $185.42 $284K - $340K
113K $20.9M
MSFT
Microsoft Corp

Technology
-93
- 0.04%
$491.09 - $535.64 $45.7K - $49.8K
216K $112M
BAC
Bank Of America Corp

Financial Services
-9.4K
- 0.8%
$44.92 - $52.42 $422K - $493K
1.16M $59.8M
HD
Home Depot, Inc.

Consumer Cyclical
-132
- 0.07%
$357.4 - $423.42 $47.2K - $55.9K
192K $77.8M
JPM
Jpmorgan Chase & CO

Financial Services
-3.84K
- 1.09%
$282.78 - $316.06 $1.08M - $1.21M
347K $110M
AAPL
Apple Inc.

Technology
-545
- 0.33%
$202.38 - $256.87 $110K - $140K
165K $42M
ORCL
Oracle Corp

Technology
-791
- 0.48%
$218.96 - $328.33 $173K - $260K
163K $45.9M
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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