WETZEL INVESTMENT ADVISORS, 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, WETZEL INVESTMENT ADVISORS, INC. opened 5 positions, added to 4, reduced 36, sold out of 4 and left 12 unchanged. The largest increase in value was LLY (+$3,148,030); the largest decrease was WMT (-$776,539).
- JPM: Country of operation United States; Class COM; Shares 2026-03-31 39,724; Shares 2026-06-30 39,301.
- WMT: Country of operation United States; Class COM; Shares 2026-03-31 20,227; Shares 2026-06-30 15,383.
- MU: Country of operation United States; Class COM; Shares 2026-03-31 869; Shares 2026-06-30 867.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 5,179; Shares 2026-06-30 5,177.
Two Form 13F-HR filings compared (SEC CIK 2009211): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-23). 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 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 39,724 | 39,301 | -423 | $11,685,278 | $12,864,301 | +$1,179,023 |
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WMT
WALMART INC | United States | COM | 20,227 | 15,383 | -4,844 | $2,518,818 | $1,742,279 | -$776,539 |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 869 | 867 | -2 | $293,713 | $1,000,769 | +$707,056 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,179 | 5,177 | -2 | $1,489,273 | $1,850,104 | +$360,831 |
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C
CITIGROUP INC | United States | COM NEW | 31,641 | 27,641 | -4,000 | $3,588,406 | $3,868,634 | +$280,228 |
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AAPL
APPLE INC | United States | COM | 14,044 | 13,265 | -779 | $3,564,278 | $3,838,419 | +$274,141 |
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XOMXXXX
EXXON MOBIL CORP | | COM | 5,627 | 5,527 | -100 | $954,677 | $755,651 | -$199,026 |
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CME
CME GROUP INC | United States | COM | 1,512 | 1,343 | -169 | $446,569 | $296,575 | -$149,994 |
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PFE
PFIZER INC | United States | COM | 21,615 | 19,402 | -2,213 | $606,949 | $467,200 | -$139,749 |
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FITB
FIFTH THIRD BANCORP | United States | COM | 15,135 | 14,915 | -220 | $709,226 | $846,725 | +$137,499 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 7,154 | 5,590 | -1,564 | $359,119 | $236,666 | -$122,453 |
|---|
ETN
EATON CORP PLC | | SHS | 2,862 | 2,648 | -214 | $1,023,652 | $1,128,365 | +$104,713 |
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META
META PLATFORMS INC | United States | CL A | 686 | 519 | -167 | $392,481 | $292,348 | -$100,133 |
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CSCO
CISCO SYS INC | United States | COM | 4,520 | 3,825 | -695 | $350,707 | $449,285 | +$98,578 |
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PRU
PRUDENTIAL FINL INC | United States | COM | 10,017 | 9,883 | -134 | $978,561 | $1,066,672 | +$88,111 |
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ALL
ALLSTATE CORP | United States | COM | 2,785 | 2,768 | -17 | $580,450 | $661,626 | +$81,176 |
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AMZN
AMAZON COM INC | United States | COM | 2,573 | 2,564 | -9 | $535,879 | $611,104 | +$75,225 |
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MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 1,366 | 1,247 | -119 | $594,456 | $519,376 | -$75,080 |
|---|
AVGO
BROADCOM INC | United States | COM | 3,348 | 2,941 | -407 | $1,036,239 | $1,110,963 | +$74,724 |
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UNP
UNION PAC CORP | United States | COM | 2,942 | 2,880 | -62 | $713,788 | $783,360 | +$69,572 |
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CB
CHUBB LIMITED | | COM | 1,488 | 1,223 | -265 | $486,427 | $417,987 | -$68,440 |
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UNM
UNUM GROUP | United States | COM | 4,090 | 3,975 | -115 | $298,693 | $355,365 | +$56,672 |
|---|
TJX
TJX COS INC NEW | United States | COM | 1,644 | 1,380 | -264 | $262,547 | $209,070 | -$53,477 |
|---|
HD
HOME DEPOT INC | United States | COM | 1,222 | 998 | -224 | $401,904 | $351,974 | -$49,930 |
|---|
KO
COCA COLA CO | United States | COM | 3,227 | 2,518 | -709 | $247,147 | $205,973 | -$41,174 |
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MSFT
MICROSOFT CORP | United States | COM | 4,028 | 3,910 | -118 | $1,491,045 | $1,458,508 | -$32,537 |
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MRK
MERCK & CO INC | United States | COM | 3,404 | 2,983 | -421 | $412,361 | $385,851 | -$26,510 |
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ABBV
ABBVIE INC | United States | COM | 988 | 958 | -30 | $214,881 | $241,071 | +$26,190 |
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APD
AIR PRODUCTS AND CHEMICALS I | United States | COM | 799 | 707 | -92 | $232,102 | $207,278 | -$24,824 |
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JCI
JOHNSON CONTROLS INTERNATION | | SHS | 2,633 | 2,205 | -428 | $345,845 | $323,056 | -$22,789 |
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TT
TRANE TECHNOLOGIES PLC | | SHS | 1,272 | 1,124 | -148 | $530,093 | $552,064 | +$21,971 |
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MPC
MARATHON PETE CORP | United States | COM | 7,846 | 7,446 | -400 | $1,915,836 | $1,903,719 | -$12,117 |
|---|
V
VISA INC | United States | COM CL A | 818 | 745 | -73 | $247,232 | $255,602 | +$8,370 |
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TSLA
TESLA INC | United States | COM | 569 | 522 | -47 | $211,526 | $219,553 | +$8,027 |
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ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 1,286 | 1,146 | -140 | $263,562 | $258,664 | -$4,898 |
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JNJ
JOHNSON & JOHNSON | United States | COM | 4,090 | 3,933 | -157 | $999,760 | $998,864 | -$896 |
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