WC

Westchester Capital Management, Inc.

13F
Westchester Capital Management, Inc.
Last update 2025-05-09 39 Stocks (0 new)
Value $402.00 Mil Turnover 1 %
Countries:
Top Holdings: AAPL(8.71%)BRK.B(7.64%)MSFT(6.76%)WMT(5.77%)ABBV(5.41%)
Summary Stock Picks Current Portfolio
Westchester Capital Management... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
157,745
35,039.9
+0.35%
8.710
+0.03%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
BRK.B 		Berkshire Hathaway Inc
57,666
30,711.8
-0.92%
7.640
-0.06%
0.000
-0.87%
+8.88%
1,064,764.2
Insurance
MSFT 		Microsoft Corp
72,473
27,205.6
+0.73%
6.760
+0.05%
0.000
+18.73%
+12.03%
3,496,120.0
Software
WMT 		Walmart Inc
264,199
23,194.0
+2.45%
5.770
+0.14%
0.000
+3.52%
+8.44%
779,846.4
Retail - Defensive
ABBV 		AbbVie Inc
103,780
21,744.0
-0.35%
5.410
-0.02%
0.010
-9.09%
+8.83%
335,316.3
Drug Manufacturers
JPM 		JPMorgan Chase & Co
88,094
21,609.5
+2.10%
5.370
+0.11%
0.000
+8.45%
+12.11%
738,488.8
Banks
CAT 		Caterpillar Inc
63,435
20,920.9
+0.74%
5.200
+0.04%
0.010
+4.12%
-1.77%
166,185.8
Farm & Heavy Construction Machinery
WM 		Waste Management Inc
89,164
20,642.4
-0.25%
5.130
-0.01%
0.020
+5.34%
+17.96%
95,101.1
Waste Management
GOOGL 		Alphabet Inc
111,361
17,220.9
+1.07%
4.280
+0.05%
0.000
+0.89%
-8.15%
2,114,332.8
Interactive Media
MCD 		McDonald's Corp
52,017
16,248.5
+1.27%
4.040
+0.05%
0.010
-0.41%
+7.24%
219,772.5
Restaurants

Westchester Capital Management, Inc.'s Historical Top Holdings Breakdowns

Westchester Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MDT 		Medtronic PLC2025-03-31Add
+0.29%
●
79.84 ($89.48) 94.5
$87.44
-2.28%
Add 15.18%
98,454
12,974
HD 		The Home Depot Inc2025-03-31Add
+0.24%
●
347.25 ($389.72) 424.87
$367.33
-5.75%
Add 7.48%
38,320
2,668
CVS 		CVS Health Corp2025-03-31Reduce
-0.22%
●
44.22 ($59.84) 68.64
$63.58
6.25%
Reduce -16.07%
100,150
-19,177
WMT 		Walmart Inc2025-03-31Add
+0.14%
●
84.5 ($93.81) 105.05
$97.47
3.90%
Add 2.45%
264,199
6,322
JPM 		JPMorgan Chase & Co2025-03-31Add
+0.11%
●
225.19 ($254.94) 279.95
$265.73
4.23%
Add 2.1%
88,094
1,813
LMT 		Lockheed Martin Corp2025-03-31Add
+0.11%
●
423.19 ($460.32) 506.29
$481.69
4.64%
Add 3.24%
32,019
1,005
AMZN 		Amazon.com Inc2025-03-31Add
+0.10%
●
190.26 ($217) 242.06
$213.57
-1.58%
Add 5.35%
39,865
2,024
GEHC 		GE HealthCare Technologies Inc2025-03-31Sold Out
-0.09%
●
78.38 ($85.94) 93.48
$71.62
-16.66%
Sold Out
0
-4,657
BRK.B 		Berkshire Hathaway Inc2025-03-31Reduce
-0.06%
●
442.66 ($486.15) 534.52
$493.53
1.52%
Reduce -0.92%
57,666
-538
GOOGL 		Alphabet Inc2025-03-31Add
+0.05%
●
154.33 ($181.36) 206.38
$173.68
-4.23%
Add 1.07%
111,361
1,177

Westchester Capital Management, Inc. Total Holding History ($B)

To

Westchester Capital Management, Inc.'s Asset Allocation

To

Westchester Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Westchester Capital Management, Inc.'s Hypothetical Growth since 2025-03-31

Westchester Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Westchester Capital Management, Inc.'s Holdings Heat Map

Size field:

Westchester Capital Management, Inc.'s Holdings Bubble Chart

Westchester Capital Management, Inc. News

  • 1

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