Baird Financial Group, Inc.
Top Portfolio Positions
1,179 positions ·
$43,265,963,403 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
10,001,362 | $2,538,245,659 | 5.87% | |
| MSFT |
Microsoft Corp
Technology
|
5,782,718 | $2,140,588,721 | 4.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,687,348 | $1,967,150,287 | 4.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,666,968 | $1,278,011,064 | 2.95% | |
| GEV |
GE Vernova Inc.
Industrials
|
1,373,039 | $1,198,525,742 | 2.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,461,894 | $1,137,548,662 | 2.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,524,578 | $1,105,987,845 | 2.56% | |
| GE |
General Electric Co
Industrials
|
3,480,286 | $987,600,756 | 2.28% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,915,642 | $958,925,495 | 2.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,668,044 | $954,338,013 | 2.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WEN
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,675,374 | 384,946 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $85,215 | 10,230 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,778,521 | 303,332 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,368,660 | 294,979 | Shares | Defined | 2025-08-13 | |
| 2024-03-31 | $6,518,734 | 346,005 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,625,005 | 288,758 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,458,571 | 267,446 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,341,603 | 245,591 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $238,119 | 10,933 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $257,143 | 11,363 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $210,916 | 11,285 | Shares | Defined | 2022-11-15 | |
| 2022-03-31 | $1,026,921 | 46,742 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,177,426 | 49,368 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,132,324 | 52,229 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,243,531 | 53,097 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,213,655 | 59,904 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,391,393 | 63,476 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $437,013 | 19,597 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $403,322 | 18,518 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $383,546 | 25,776 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||