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ATALANTA SOSNOFF CAPITAL, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATALANTA SOSNOFF CAPITAL, LLC on SCHW, newest first. How the timeline and the estimate are built.

ATALANTA SOSNOFF CAPITAL, LLC held 689,376 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 689,376 shares
    Change vs previous 13F -581,085 shares

    1.12% of the 13F portfolio, value $63,608,707.

    13F-HR 0001172661-26-003327 filed by ATALANTA SOSNOFF CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,270,461 shares
    Change vs previous 13F -39,227 shares

    2.56% of the 13F portfolio, value $119,397,894.

    13F-HR 0001172661-26-002213 filed by ATALANTA SOSNOFF CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,309,688 shares
    Change vs previous 13F -52,008 shares

    2.55% of the 13F portfolio, value $130,850,945.

    13F-HR 0001172661-26-000704 filed by ATALANTA SOSNOFF CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,361,696 shares
    Change vs previous 13F +28,928 shares

    2.49% of the 13F portfolio, value $130,001,154.

    13F-HR 0001172661-25-004899 filed by ATALANTA SOSNOFF CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,332,768 shares
    Change vs previous 13F +526,383 shares

    2.47% of the 13F portfolio, value $121,601,773.

    13F-HR 0001172661-25-003078 filed by ATALANTA SOSNOFF CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 806,385 shares
    Change vs previous 13F +18,380 shares

    1.51% of the 13F portfolio, value $63,123,841.

    13F-HR 0001172661-25-002034 filed by ATALANTA SOSNOFF CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 788,005 shares
    Change vs previous 13F +230,785 shares

    1.27% of the 13F portfolio, value $58,320,280.

    13F-HR 0001172661-25-001021 filed by ATALANTA SOSNOFF CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 557,220 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $36,113,420.

    13F-HR 0001172661-24-004981 filed by ATALANTA SOSNOFF CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).