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Brown-Forman Corporation shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Brown-Forman Corporation (BF.B) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Brown-Forman Corporation

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All positions including Brown-Forman Corporation held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown-Forman Corporation by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $159k 6.0k 26.44
2025-12-31 $52k 2.0k 26.06

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Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Brown-Forman Corporation

Vanguard Capital Management
Vanguard Portfolio Management
FMR
BlackRock
Van Eck Associates Corp.
State Street Corporation
Invesco
Goldman Sachs Group
Dimensional Fund Advisors
ProShare Advisors
Geode Capital Management
Morgan Stanley
Massachusetts Financial Services
Bank of New York Mellon
Equity Investment Corp Acquisition

View all funds holding Brown-Forman Corporation