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Pimco shares owned by Heirloom Wealth Management

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Heirloom Wealth Management from 13F filings

Historical chart of Heirloom Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Heirloom Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $32M 1.2M 26.52

More positions owned by Heirloom Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs Physical Gold Unit (AAAU)
Visa Com Cl A (V)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Republic Services (RSG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Linde SHS (LIN)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Asml Hldg Nv N Y Registry Shs (ASML)
Apple (AAPL)
Parker-Hannifin Corporation (PH)

View all positions for Heirloom Wealth Management

Top funds holding Pimco

Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
LPL Financial
Morgan Stanley
Envestnet Asset Management
Sequoia Financial Advisors
HighTower Advisors
Wells Fargo & Company
Raymond James Financial
AE Wealth Management
Pure Financial Advisors
Retirement Planning Group
Advance Capital Management
Goss Wealth Management

View all funds holding Pimco