Stock Taper 
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Pfizer Inc. | PFE | 23.8K | $573.18K |
 Berkshire Hathaway Inc. | BRK-B | 23.52K | $11.77M |
 Medtronic plc | MDT | 23.03K | $1.8M |
 NextEra Energy, Inc. | NEE | 21.36K | $1.88M |
 Eli Lilly and Company | LLY | 21.28K | $25.52M |
 Palantir Technologies Inc. | PLTR | 20.39K | $2.38M |
 Visa Inc. | V | 19.79K | $6.79M |
 Amazon.com, Inc. | AMZN | 19.05K | $4.54M |
 Blackstone Secured Lending Fund | BXSL | 17.2K | $407.74K |
 AT&T Inc. | T | 17.12K | $354.45K |
 Oracle Corporation | ORCL | 15.27K | $2.24M |
 Fifth Third Bancorp | FITB | 15.22K | $857.89K |
 The Charles Schwab Corporation | SCHW | 14.48K | $1.34M |
 Verizon Communications Inc. | VZ | 14.42K | $610.45K |
 KKR & Co. Inc. | KKR | 13.8K | $1.27M |
 Texas Instruments Incorporated | TXN | 12.96K | $3.86M |
 Altria Group, Inc. | MO | 12.67K | $911.39K |
 PepsiCo, Inc. | PEP | 12.56K | $1.7M |
 Comcast Corporation | CMCSA | 11.38K | $279.35K |
 Blackstone Inc. | BX | 10.57K | $1.24M |