WINDWARD CAPITAL MANAGEMENT CO /CA: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINDWARD CAPITAL MANAGEMENT CO /CA on PM, newest first. How the timeline and the estimate are built.
WINDWARD CAPITAL MANAGEMENT CO /CA held 33,055 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 33,055 sharesChange vs previous 13F +516 shares
0.45% of the 13F portfolio, value $5,980,017.
13F-HR 0001078635-26-000001 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,539 sharesChange vs previous 13F +4,129 shares
0.44% of the 13F portfolio, value $5,379,934.
13F-HR 0001172661-26-001747 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,410 sharesChange vs previous 13F -1,917 shares
0.36% of the 13F portfolio, value $4,556,913.
13F-HR 0001172661-26-000370 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,327 sharesChange vs previous 13F -93 shares
0.39% of the 13F portfolio, value $4,919,015.
13F-HR 0001172661-25-004498 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,420 sharesChange vs previous 13F -674 shares
0.47% of the 13F portfolio, value $5,540,425.
13F-HR 0001172661-25-003076 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,094 sharesChange vs previous 13F -2,078 shares
0.43% of the 13F portfolio, value $4,935,456.
13F-HR 0001172661-25-001771 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,172 sharesChange vs previous 13F -167 shares
0.31% of the 13F portfolio, value $3,992,284.
13F-HR 0001172661-25-000359 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,339 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $4,047,395.
13F-HR 0001172661-24-004445 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).