2026 Q1 Portfolio Activity
In 2026 Q1, Windle Wealth, LLC maintained a portfolio of 34 distinct positions. They heavily accumulated shares in AT&T INC, increasing the position by 5.2%.
Position History
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Total Positions
34
Quarter
2026 Q1
Top Holding
NVDA (6.1%)
Top 10 Concentration
46.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-34 of 34
Windle Wealth, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.06% | 6.87% |
#1
Prev: #1
|
5.4 |
—
|
no change | no change |
P
S
|
82,208 | $14,337,034 |
$113.59
+83.7%
|
2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
XOM
EXXON MOBIL COR...
|
Energy | 5.18% | 4.00% |
#2
6
Prev: #8
|
4.1 |
—
|
-2,024 | -2.7% |
P
S
|
72,246 | $12,257,250 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 4.65% | 4.22% |
#3
4
Prev: #7
|
3.4 |
—
|
-491 | -1.1% |
P
S
|
45,007 | $11,001,505 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 4.65% | 5.11% |
#4
2
Prev: #2
|
2.9 |
—
|
1,376 | 3.3% |
P
S
|
43,339 | $10,999,082 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 4.64% | 3.71% |
#5
7
Prev: #12
|
2.9 |
—
|
-1,272 | -2.3% |
P
S
|
53,086 | $10,983,407 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
WELL
WELLTOWER INC
|
Real Estate | 4.53% | 4.44% |
#6
2
Prev: #4
|
2.3 |
—
|
841 | 1.6% |
P
S
|
54,222 | $10,720,290 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
T
AT&T INC
|
Communication Services | 4.17% | 3.60% |
#7
9
Prev: #16
|
3.7 |
—
|
16,800 | 5.2% |
P
S
|
340,108 | $9,859,729 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 4.14% | 3.58% |
#8
9
Prev: #17
|
2.2 |
—
|
-1,071 | -0.5% |
P
S
|
195,387 | $9,808,423 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ED
CONSOLIDATED ED...
|
Utilities | 4.05% | 3.67% |
#9
4
Prev: #13
|
2.1 |
—
|
2,178 | 2.6% |
P
S
|
84,639 | $9,579,462 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.99% | 4.84% |
#10
7
Prev: #3
|
3.6 |
—
|
3,176 | 14.2% |
P
S
|
25,500 | $9,439,316 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 3.97% | 3.84% |
#11
2
Prev: #9
|
2.1 |
—
|
969 | 0.8% |
P
S
|
123,473 | $9,390,143 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 3.96% | 3.54% |
#12
8
Prev: #20
|
2.1 |
—
|
5,187 | 3.8% |
P
S
|
142,155 | $9,380,794 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 3.93% | 4.23% |
#13
7
Prev: #6
|
2.1 |
—
|
1,463 | 3.5% |
P
S
|
42,788 | $9,305,905 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.93% | 4.32% |
#14
9
Prev: #5
|
3.6 |
—
|
2,185 | 7.8% |
P
S
|
30,034 | $9,295,763 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SO
SOUTHERN CO
|
Utilities | 3.89% | 3.55% |
#15
4
Prev: #19
|
2.1 |
—
|
4,400 | 4.8% |
P
S
|
95,318 | $9,200,088 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 3.64% | 3.65% |
#16
2
Prev: #14
|
2.0 |
—
|
1,068 | 4.0% |
P
S
|
27,712 | $8,612,736 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 3.48% | 3.42% |
#17
4
Prev: #21
|
1.9 |
—
|
589 | 1.9% |
P
S
|
31,601 | $8,225,344 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 3.46% | 3.36% |
#18
4
Prev: #22
|
1.9 |
—
|
386 | 0.7% |
P
S
|
52,696 | $8,183,136 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 3.39% | 3.82% |
#19
9
Prev: #10
|
1.9 |
—
|
-3,878 | -6.5% |
P
S
|
55,610 | $8,032,346 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
O
REALTY INCOME C...
|
Real Estate | 3.38% | 3.24% |
#20
3
Prev: #23
|
1.9 |
—
|
2,645 | 2.1% |
P
S
|
130,917 | $8,009,510 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MMM
3M CO
|
Industrials | 3.35% | 3.74% |
#21
10
Prev: #11
|
1.8 |
—
|
2,460 | 4.7% |
P
S
|
54,618 | $7,932,114 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 3.15% | 3.19% |
#22
2
Prev: #24
|
3.3 |
—
|
13,173 | 19.0% |
P
S
|
82,686 | $7,453,301 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.14% | 3.64% |
#23
8
Prev: #15
|
1.8 |
—
|
27 | 0.1% |
P
S
|
25,901 | $7,430,101 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
UL
UNILEVER PLC
|
Consumer Defensive | 3.03% | 3.55% |
#24
6
Prev: #18
|
1.7 |
—
|
4,653 | 3.8% |
P
S
|
125,915 | $7,173,376 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.14% | 1.33% |
#25
Prev: #25
|
1.0 |
—
|
12 | 0.1% |
P
S
|
12,901 | $2,686,891 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.89% | 0.97% |
#26
Prev: #26
|
2.9 |
—
|
2,551 | 26.7% |
P
S
|
12,120 | $2,116,294 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.66% | 0.81% |
#27
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
898 | $1,552,660 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.37% | 0.41% |
#28
1
Prev: #29
|
0.6 |
—
|
26 | 1.0% |
P
S
|
2,697 | $886,961 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.36% | 0.44% |
#29
1
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
5,338 | $855,788 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.34% | 0.12% |
#30
2
Prev: #32
|
3.1 |
—
|
1,500 | 166.7% |
P
S
|
2,400 | $811,080 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.28% | 0.35% |
#31
1
Prev: #30
|
0.6 |
—
|
41 | 2.4% |
P
S
|
1,776 | $660,345 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.20% | 0.23% |
#32
1
Prev: #31
|
0.6 |
—
|
1 | 0.1% |
P
S
|
1,673 | $481,161 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
N/A
MAGNUM ICE CREA...
|
|
Unknown | 0.00% | 0.10% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-14,296 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.00% | 0.11% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-713 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-34 of 34 holdings