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Investor Ab 'b' ord shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Investor Ab 'b' ord shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset Management investment in Investor Ab 'b' ord

Tip: Access up to 7 years of quarterly data

All positions including Investor Ab 'b' ord held by Wall Street Access Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investor Ab 'b' ord by Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $640k 18k 35.85
2018-12-31 $343k 8.1k 42.35
2018-06-30 $324k 8.0k 40.35
2017-12-31 $367k 8.0k 45.71
2017-09-30 $396k 8.0k 49.32
2017-03-31 $348k 8.2k 42.29

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Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Alphabet Inc Class C Equities (GOOG)
Berkshire Hathaway Inc B Equities (BRK.B)
Amazon Equities (AMZN)
Tweedy Browne Global Value Fund Equities (TBGVX)
Dimensional US Small Cap ETF Equities (DFAS)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
Edgewood Growth Fund Instl Cl Equities (EGFIX)
Meta Platforms Inc Class A Equities (META)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
Alphabet Inc Class A Equities (GOOGL)

View all positions for Wall Street Access Asset Management

Top funds holding Investor Ab 'b' ord

Beddow Capital Management
Wall Street Access Asset Management

View all funds holding Investor Ab 'b' ord