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Portfolio (Quarterly) Guide ↗

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

· CIK 0000752365
13F Portfolio $355M AUM 156 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 41 Added 67 Reduced 6 Exited
Page 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PEP PEPSICO INC Consumer Defensive 12,611.0 $2.0M 0.55% -79.0 -0.6% $155.30 -9.4%
22 META META PLATFORMS INC Communication Services 3,239.0 $1.9M 0.52% -82.0 -2.5% $572.13 -1.4%
23 VBK VANGUARD INDEX FDS 5,529.0 $1.7M 0.47% -797.0 -12.6% $302.25 +18.4%
24 BTT BLACKROCK MUN TARGET TERM TR Financial Services 71,425.0 $1.6M 0.46% -14K -16.3% $22.70 -0.4%
25 ITW ILLINOIS TOOL WKS INC Industrials 5,001.0 $1.3M 0.37% -403.0 -7.5% $260.29 +1.9%
26 BX BLACKSTONE INC Financial Services 10,615.0 $1.2M 0.34% -214.0 -2.0% $114.99 +7.2%
27 AEP AMERICAN ELEC PWR CO INC Utilities 8,594.0 $1.1M 0.32% -75.0 -0.9% $131.07 -0.6%
28 MA MASTERCARD INCORPORATED Financial Services 2,212.0 $1.1M 0.31% -222.0 -9.1% $499.55 -3.1%
29 USRT ISHARES TR 17,749.0 $1.1M 0.30% -169.0 -0.9% $59.19 +10.6%
30 SO SOUTHERN CO Utilities 10,129.0 $978K 0.28% -703.0 -6.5% $96.52 -3.2%
31 ACN ACCENTURE PLC IRELAND Technology 4,475.0 $887K 0.25% -283.0 -6.0% $198.29 -37.0%
32 DHR DANAHER CORP DEL Healthcare 4,611.0 $874K 0.25% -54.0 -1.2% $189.60 -6.0%
33 VZ VERIZON COMMUNICATIONS INC Communication Services 16,242.0 $815K 0.23% -469.0 -2.8% $50.20 -9.6%
34 MCO MOODYS CORP Financial Services 1,861.0 $812K 0.23% -29.0 -1.5% $436.25 +2.5%
35 MO ALTRIA GROUP INC Consumer Defensive 12,279.0 $810K 0.23% -613.0 -4.8% $65.99 +5.3%
36 ABT ABBOTT LABORATORIES Healthcare 6,852.0 $703K 0.20% -664.0 -8.8% $102.67 -14.5%
37 PFE PFIZER INC Healthcare 24,096.0 $677K 0.19% -2K -7.1% $28.08 -10.7%
38 MMM 3M CO Industrials 4,639.0 $674K 0.19% -1K -23.9% $145.23 +12.4%
39 IBM INTERNATIONAL BUSINESS MACHS Technology 2,655.0 $644K 0.18% -272.0 -9.3% $242.39 +4.1%
40 DLR DIGITAL RLTY TR INC Real Estate 3,413.0 $615K 0.17% -899.0 -20.9% $180.21 +8.5%
Page 2 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Healthcare 19.2%
Financial Services 17.3%
Communication Services 12.2%
Consumer Defensive 9.9%
Industrials 5.7%
Consumer Cyclical 4.1%
Energy 2.8%
Utilities 2.0%
Real Estate 0.4%