Stock Taper

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Fifth Third BancorpFITB15.22K$857.89K
Oracle CorporationORCL15.27K$2.24M
AT&T Inc.T17.12K$354.45K
Blackstone Secured Lending FundBXSL17.2K$407.74K
Amazon.com, Inc.AMZN19.05K$4.54M
Visa Inc.V19.79K$6.79M
Palantir Technologies Inc.PLTR20.39K$2.38M
Eli Lilly and CompanyLLY21.28K$25.52M
NextEra Energy, Inc.NEE21.36K$1.88M
Medtronic plcMDT23.03K$1.8M
Berkshire Hathaway Inc.BRK-B23.52K$11.77M
Pfizer Inc.PFE23.8K$573.18K
AbbVie Inc.ABBV23.88K$6.01M
QXO, Inc.QXO25.86K$446.95K
Exxon Mobil CorporationXOM26.14K$3.57M
Wells Fargo & CompanyWFC27.26K$2.25M
RTX CorporationRTX27.36K$5.19M
The Procter & Gamble CompanyPG28.75K$4.22M
Brookfield CorporationBN29.2K$1.24M
Merck & Co., Inc.MRK29.48K$3.79M