Walsky Investment Management, Inc. Last Quarter Change: USA Stocks, Reduced

Walsky Investment Management, Inc. quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Walsky Investment Management, Inc. opened 4 positions, added to 16, reduced 16, sold out of 3 and left 15 unchanged. The largest increase in value was TXN (+$1,579,200); the largest decrease was HONZZZZ (-$2,841,197).

TXN: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 16,104; Shares 2026-06-30 15,787.
LLY: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 5,635; Shares 2026-06-30 5,400.
LRCX: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 4,250; Shares 2026-06-30 4,077.
BNY: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 32,467; Shares 2026-06-30 31,604.

Two Form 13F-HR filings compared (SEC CIK 2110046): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
TXN TEXAS INSTRS INC	United States	COMMON STOCK	16,104	15,787	-317	$3,126,431	$4,705,631	+$1,579,200
LLY ELI LILLY AND CO	United States	COMMON STOCK	5,635	5,400	-235	$5,182,904	$6,476,922	+$1,294,018
LRCX LAM RESH CORP	United States	COMMON STOCK	4,250	4,077	-173	$908,055	$1,766,686	+$858,631
BNY BANK NEW YORK MELLON COR	United States	COMMON STOCK	32,467	31,604	-863	$3,851,560	$4,570,254	+$718,694
V VISA INC CLASS A	United States	COMMON STOCK	16,800	16,686	-114	$5,077,632	$5,724,800	+$647,168
PNC PNC FINL SERVICES	United States	COMMON STOCK	14,481	14,389	-92	$3,013,351	$3,542,860	+$529,509
ETN EATON CORP PLC F		FOREIGN ORDINARIES	5,515	5,310	-205	$1,972,550	$2,262,697	+$290,147
JPM JPMORGAN CHASE & CO	United States	COMMON STOCK	9,486	9,312	-174	$2,790,402	$3,048,097	+$257,695
CVX CHEVRON CORP NEW	United States	COMMON STOCK	4,838	4,678	-160	$1,000,982	$775,425	-$225,557
UGI UGI CORP NEW	United States	COMMON STOCK	75,265	75,015	-250	$2,741,151	$2,591,018	-$150,133
SPGI S&P GLOBAL INC	United States	COMMON STOCK	6,438	6,368	-70	$2,738,339	$2,593,432	-$144,907
LOW LOWES COS INC	United States	COMMON STOCK	6,441	6,401	-40	$1,521,879	$1,411,356	-$110,523
SO SOUTHERN CO	United States	COMMON STOCK	33,858	33,575	-283	$3,253,496	$3,213,463	-$40,033
NVS NOVARTIS AG F		AMERICAN DEPOSITORY	10,572	10,507	-65	$1,614,873	$1,646,657	+$31,784
APD AIR PRODS & CHEMS INC	United States	COMMON STOCK	12,353	12,261	-92	$3,588,423	$3,594,680	+$6,257
MSFT MICROSOFT CORP	United States	COMMON STOCK	14,742	14,621	-121	$5,457,046	$5,453,925	-$3,121

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