WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    souh bend, IN
  • CIK
    0000752365
  • Alternate names
    WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

149

$332.04 M
LLY, AAPL, MSFT, BRK.B
13F-HR
Apr 21, 2025
000075236525000002

150

$330.93 M
AAPL, LLY, MSFT, GOOG
13F-HR
Jan 29, 2025
000075236525000001

150

$329.18 M
LLY, AAPL, MSFT, GOOG
13F-HR
Oct 25, 2024
000075236524000004

146

$314.09 M
LLY, AAPL, MSFT, GOOG
13F-HR
Jul 15, 2024
000075236524000003

141

$305.21 M
LLY, AAPL, MSFT, GOOG
13F-HR
Apr 30, 2024
000075236524000002

142

$279.56 M
AAPL, LLY, MSFT, GOOG
13F-HR
Jan 25, 2024
000075236524000001

139

$256.56 M
AAPL, LLY, MSFT, GOOG
13F-HR
Oct 20, 2023
000075236523000004

144

$272.16 M
AAPL, MSFT, LLY, BRK.B
13F-HR
Jul 28, 2023
000075236523000003

141

$263.39 M
AAPL, MSFT, LLY, BRK.B
13F-HR
Apr 26, 2023
000075236523000002

147

$254.51 M
AAPL, LLY, MSFT, BRK.B
13F-HR
Jan 30, 2023
000075236523000001

139

$235.81 M
AAPL, MSFT, LLY, GOOG
13F-HR
Oct 21, 2022
000075236522000005

141

$252.96 M
AAPL, MSFT, LLY, GOOG
13F-HR
Jul 20, 2022
000075236522000004

145

$294.67 M
AAPL, MSFT, GOOG, BRK.B
13F-HR
Apr 29, 2022
000075236522000003

147

$307.78 M
AAPL, MSFT, GOOG, LLY
13F-HR
Jan 24, 2022
000075236522000001

151

$294.69 M
AAPL, MSFT, GOOG, JPM
13F-HR
Oct 18, 2021
000075236521000004

142

$290.00 M
AAPL, MSFT, GOOG, JPM
13F-HR
Jul 13, 2021
000075236521000003

142

$282.52 M
AAPL, MSFT, JPM, GOOG
13F-HR
Apr 30, 2021
000075236521000002

146

$276.33 M
AAPL, MSFT, JNJ, JPM
13F-HR
Jan 28, 2021
000075236521000001

140

$252.31 M
AAPL, MSFT, JNJ, PG
13F-HR
Oct 27, 2020
000075236520000004

144

$246.57 M
AAPL, MSFT, 1848782D, JNJ
13F-HR
Jul 16, 2020
000075236520000003

109

$251.93 M
DHR, BRK.B, AAPL, AMZN
13F-HR
Apr 14, 2020
000075236520000002

152

$259.88 M
AAPL, MSFT, JPM, 1848782D
13F-HR
Jan 29, 2020
000075236520000001

156

$263.56 M
MSFT, AAPL, JPM, 1848782D
13F-HR
Oct 28, 2019
000075236519000004

147

$227.11 M
MSFT, AAPL, JPM, JNJ
13F-HR
Aug 1, 2019
000075236519000003

155

$227.19 M
MSFT, AAPL, JNJ, JPM
13F-HR
May 8, 2019
000075236519000002

155

$222.18 M
AMGN, MSFT, AAPL, JNJ
13F-HR
Feb 1, 2019
000075236519000001

167

$334.04 M
NUV, MSFT, XOM, AAPL
13F-HR
Oct 29, 2018
000075236518000004

173

$232.51 M
XOM, MSFT, AAPL, JPM
13F-HR
Aug 9, 2018
000075236518000003

176

$231.29 M
XOM, MSFT, JPM, AAPL
13F-HR
May 4, 2018
000075236518000002

180

$238.04 M
XOM, MSFT, JPM, JNJ
13F-HR
Jan 23, 2018
000075236518000001

166

$216.67 M
XOM, JNJ, MSFT, JPM
13F-HR
Nov 8, 2017
000075236517000004

156

$199.13 M
XOM, JNJ, GE, MSFT
13F-HR
Aug 2, 2017
000075236517000003

143

$192.83 M
XOM, GE, JNJ, MSFT
13F-HR
May 5, 2017
000075236517000002

142

$188.04 M
XOM, GE, MSFT, JNJ
13F-HR
Feb 2, 2017
000075236517000001

139

$181.22 M
XOM, JNJ, GE, MSFT
13F-HR
Nov 3, 2016
000075236516000012

139

$179.49 M
XOM, JNJ, GE, PG
13F-HR
Aug 15, 2016
000075236516000009

136

$174.45 M
XOM, GE, JNJ, MSFT
13F-HR
May 11, 2016
000075236516000008

138

$171.61 M
GE, XOM, JNJ, MSFT
RESTATEMENT
Feb 16, 2016
000075236516000007

136

$161.81 M
XOM, JNJ, GE, JPM
13F-HR
Nov 13, 2015
000075236515000005

140

$172.30 M
XOM, GE, JNJ, JPM
13F-HR
Aug 14, 2015
000075236515000004

140

$176.65 M
XOM, JNJ, GE, KMI
13F-HR
May 12, 2015
000075236515000003

140

$175.75 M
XOM, JNJ, GE, JPM
13F-HR
Feb 11, 2015
000075236515000001

144

$170.57 M
XOM, JNJ, GE, MSFT
13F-HR
Nov 5, 2014
000075236514000007

149

$191.34 M
XOM, JNJ, GE, JPM
13F-HR
Aug 12, 2014
000075236514000006

142

$182.28 M
XOM, JNJ, GE, JPM
13F-HR
May 8, 2014
000075236514000004