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Windle Wealth, LLC

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13F filer, CIK 1963452, OKLAHOMA CITY, OK

Windle Wealth, LLC reported $236,661,335 across 32 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 46.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001963452-26-000003

Period
2026-03-31
Reported value
$237M
Holdings
32
Top 10 weight
46.05%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TROWadded+13,173$1.19M
MSFTadded+3,176$1.18M
AVGOadded+2,185$676K
TSMadded+1,500$507K
Tadded+16,800$487K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PGreduced-3,878-$560K
XOMreduced-2,024-$343K
CVXreduced-1,272-$263K
UNHexited-713-$235K
MICCexited-14,296-$227K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001963452-26-000003, largest first. % of portfolio is the value over $236,661,335, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,172 shares; 2024Q4: 80,185 shares; 2025Q1: 80,185 shares; 2025Q2: 82,192 shares; 2025Q3: 82,197 shares; 2025Q4: 82,208 shares; 2026Q1: 82,208 shares 82,208$14.3M6.06%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,926 shares; 2024Q4: 61,241 shares; 2025Q1: 67,259 shares; 2025Q2: 71,311 shares; 2025Q3: 72,835 shares; 2025Q4: 74,270 shares; 2026Q1: 72,246 shares 72,246$12.3M5.18%-2,024Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,076 shares; 2024Q4: 45,656 shares; 2025Q1: 48,524 shares; 2025Q2: 47,822 shares; 2025Q3: 47,594 shares; 2025Q4: 45,498 shares; 2026Q1: 45,007 shares 45,007$11M4.65%-491Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,436 shares; 2024Q4: 43,335 shares; 2025Q1: 40,777 shares; 2025Q2: 43,016 shares; 2025Q3: 43,280 shares; 2025Q4: 41,963 shares; 2026Q1: 43,339 shares 43,339$11M4.65%+1,376Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,928 shares; 2024Q4: 44,752 shares; 2025Q1: 46,190 shares; 2025Q2: 50,642 shares; 2025Q3: 52,153 shares; 2025Q4: 54,358 shares; 2026Q1: 53,086 shares 53,086$11M4.64%-1,272Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,171 shares; 2024Q4: 65,148 shares; 2025Q1: 56,250 shares; 2025Q2: 56,041 shares; 2025Q3: 56,040 shares; 2025Q4: 53,381 shares; 2026Q1: 54,222 shares 54,222$10.7M4.53%+841Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,382 shares; 2024Q4: 359,150 shares; 2025Q1: 320,121 shares; 2025Q2: 306,999 shares; 2025Q3: 307,394 shares; 2025Q4: 323,308 shares; 2026Q1: 340,108 shares 340,108$9.86M4.17%+16,800Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,931 shares; 2024Q4: 170,002 shares; 2025Q1: 183,890 shares; 2025Q2: 177,587 shares; 2025Q3: 179,521 shares; 2025Q4: 196,458 shares; 2026Q1: 195,387 shares 195,387$9.81M4.14%-1,071Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,125 shares; 2024Q4: 72,568 shares; 2025Q1: 77,098 shares; 2025Q2: 76,135 shares; 2025Q3: 79,714 shares; 2025Q4: 82,461 shares; 2026Q1: 84,639 shares 84,639$9.58M4.05%+2,178Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 21,256 shares; 2025Q1: 22,294 shares; 2025Q2: 22,479 shares; 2025Q3: 22,451 shares; 2025Q4: 22,324 shares; 2026Q1: 25,500 shares 25,500$9.44M3.99%+3,176Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,792 shares; 2024Q4: 113,138 shares; 2025Q1: 116,758 shares; 2025Q2: 116,664 shares; 2025Q3: 119,988 shares; 2025Q4: 122,504 shares; 2026Q1: 123,473 shares 123,473$9.39M3.97%+969Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,180 shares; 2024Q4: 146,239 shares; 2025Q1: 137,993 shares; 2025Q2: 135,958 shares; 2025Q3: 135,946 shares; 2025Q4: 136,968 shares; 2026Q1: 142,155 shares 142,155$9.38M3.96%+5,187Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,168 shares; 2024Q4: 41,022 shares; 2025Q1: 42,823 shares; 2025Q2: 42,688 shares; 2025Q3: 43,074 shares; 2025Q4: 41,325 shares; 2026Q1: 42,788 shares 42,788$9.31M3.93%+1,463Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,208 shares; 2025Q2: 30,575 shares; 2025Q3: 29,777 shares; 2025Q4: 27,849 shares; 2026Q1: 30,034 shares 30,034$9.3M3.93%+2,185Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,659 shares; 2024Q4: 88,301 shares; 2025Q1: 88,894 shares; 2025Q2: 89,931 shares; 2025Q3: 91,258 shares; 2025Q4: 90,918 shares; 2026Q1: 95,318 shares 95,318$9.2M3.89%+4,400Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,384 shares; 2024Q4: 24,868 shares; 2025Q1: 25,537 shares; 2025Q2: 25,775 shares; 2025Q3: 26,295 shares; 2025Q4: 26,644 shares; 2026Q1: 27,712 shares 27,712$8.61M3.64%+1,068Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,093 shares; 2024Q4: 26,786 shares; 2025Q1: 27,720 shares; 2025Q2: 28,793 shares; 2025Q3: 29,712 shares; 2025Q4: 31,012 shares; 2026Q1: 31,601 shares 31,601$8.23M3.48%+589Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,458 shares; 2024Q4: 41,942 shares; 2025Q1: 49,176 shares; 2025Q2: 51,609 shares; 2025Q3: 52,123 shares; 2025Q4: 52,310 shares; 2026Q1: 52,696 shares 52,696$8.18M3.46%+386Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,202 shares; 2024Q4: 47,785 shares; 2025Q1: 49,208 shares; 2025Q2: 49,826 shares; 2025Q3: 54,677 shares; 2025Q4: 59,488 shares; 2026Q1: 55,610 shares 55,610$8.03M3.39%-3,878Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,466 shares; 2024Q4: 123,657 shares; 2025Q1: 130,469 shares; 2025Q2: 127,968 shares; 2025Q3: 126,176 shares; 2025Q4: 128,272 shares; 2026Q1: 130,917 shares 130,917$8.01M3.38%+2,645Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,869 shares; 2024Q4: 62,080 shares; 2025Q1: 47,488 shares; 2025Q2: 49,211 shares; 2025Q3: 51,495 shares; 2025Q4: 52,158 shares; 2026Q1: 54,618 shares 54,618$7.93M3.35%+2,460Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,375 shares; 2024Q4: 61,860 shares; 2025Q1: 64,792 shares; 2025Q2: 73,624 shares; 2025Q3: 69,550 shares; 2025Q4: 69,513 shares; 2026Q1: 82,686 shares 82,686$7.45M3.15%+13,173Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,747 shares; 2024Q4: 25,773 shares; 2025Q1: 25,804 shares; 2025Q2: 25,834 shares; 2025Q3: 25,856 shares; 2025Q4: 25,874 shares; 2026Q1: 25,901 shares 25,901$7.43M3.14%+27Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,262 shares; 2026Q1: 125,915 shares 125,915$7.17M3.03%+4,653Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,884 shares; 2025Q1: 12,884 shares; 2025Q2: 12,884 shares; 2025Q3: 12,884 shares; 2025Q4: 12,889 shares; 2026Q1: 12,901 shares 12,901$2.69M1.14%+12Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 7,868 shares; 2025Q1: 8,268 shares; 2025Q2: 9,568 shares; 2025Q3: 9,570 shares; 2025Q4: 9,569 shares; 2026Q1: 12,120 shares 12,120$2.12M0.89%+2,551Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 898 shares 898$1.55M0.66%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,606 shares; 2025Q1: 2,622 shares; 2025Q2: 2,640 shares; 2025Q3: 2,654 shares; 2025Q4: 2,671 shares; 2026Q1: 2,697 shares 2,697$887K0.37%+26Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 5,338 shares; 2025Q1: 5,338 shares; 2025Q2: 5,338 shares; 2025Q3: 5,338 shares; 2025Q4: 5,338 shares; 2026Q1: 5,338 shares 5,338$856K0.36%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 2,400 shares 2,400$811K0.34%+1,500Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 971 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,735 shares; 2026Q1: 1,776 shares 1,776$660K0.28%+41Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,666 shares; 2025Q1: 1,668 shares; 2025Q2: 1,670 shares; 2025Q3: 1,671 shares; 2025Q4: 1,672 shares; 2026Q1: 1,673 shares 1,673$481K0.2%+1Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC713$235Kshares
MICCMAGNUM ICE CREAM CO NV14,296$227Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001963452-26-000003 base2026-05-11acceptance time not in the bulk data set