• 13F History

Waverton Investment Management Ltd

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$6.28B
Signature - Title
Domininc Crabb - Chief Compliance Officer
Location
London, United Kingdom
Summary
This page shows a list of all the recent 13F filings made by Waverton Investment Management Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Waverton Investment Management Ltd reported 101 stock holdings with total value $6.28B as of Q4 2024. Top holdings included MSFT, GOOGL, AMZN, V, and TMO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 101 $6.28B +$380M -$117M +$264M MSFT, GOOGL, AMZN, V, TMO 13F-HR 2/4/2025, 10:40 AM
Q3 2024 98 $6.09B +$885M -$383M +$501M MSFT, GOOGL, TMO, AMZN, UNH 13F-HR 11/5/2024, 08:42 AM
Q2 2024 94 $5.31B +$585M -$152M +$432M MSFT, GOOGL, AMZN, QCOM, TMO 13F-HR 8/5/2024, 06:01 AM
Q1 2024 94 $4.81B +$622M -$337M +$285M MSFT, AMZN, V, GOOGL, QCOM 13F-HR 5/8/2024, 06:01 AM
Q4 2023 96 $4.12B +$327M -$123M +$204M MSFT, V, GOOGL, AMZN, UNH 13F-HR 2/9/2024, 08:09 AM
Q3 2023 75 $3.46B +$201M -$208M -$6.84M MSFT, GOOGL, V, LIN, UNH 13F-HR 11/6/2023, 11:24 AM
Q2 2023 73 $3.52B +$276M -$76.6M +$199M MSFT, V, LIN, GOOGL, MMC 13F-HR 8/2/2023, 12:29 PM
Q1 2023 81 $3.24B +$391M -$125M +$266M MSFT, LIN, V, CME, TEL 13F-HR 4/27/2023, 06:59 AM
Q4 2022 78 $2.72B +$287M -$119M +$168M MSFT, V, MMC, CME, COST 13F-HR 2/2/2023, 09:37 AM
Q3 2022 78 $2.44B +$293M -$150M +$144M MSFT, V, COST, CME, MMC 13F-HR 10/19/2022, 10:37 AM
Q2 2022 75 $2.57B +$380M -$145M +$235M MSFT, COST, CME, V, QCOM 13F-HR 7/13/2022, 10:54 AM
Q1 2022 73 $2.96B +$336M -$224M +$113M MSFT, COST, CME, AMZN, UNP 13F-HR 4/26/2022, 12:06 PM
Q4 2021 66 $3.07B +$420M -$133M +$287M MSFT, COST, QCOM, MMC, AMZN 13F-HR 2/7/2022, 10:45 AM
Q3 2021 51 $2.45B +$56.8M -$70.8M -$14M MSFT, COST, AMZN, HD, MMC 13F-HR 10/18/2021, 09:41 AM
Q2 2021 51 $2.49B +$107M -$46.6M +$60.6M MSFT, AMZN, COST, CME, HD 13F-HR 8/2/2021, 04:02 PM
Q1 2021 52 $2.22B +$186M -$116M +$70.1M MSFT, AMZN, CME, HD, COST 13F-HR 4/27/2021, 10:51 AM
Q4 2020 52 $2.07B +$223M -$169M +$53.4M MSFT, AMZN, COST, UNP, TEL 13F-HR 1/22/2021, 09:29 AM
Q3 2020 50 $1.91B +$304M -$151M +$153M MSFT, AMZN, UNP, HD, CRM 13F-HR 10/28/2020, 12:15 PM
Q2 2020 49 $1.76B +$122M -$156M -$34.6M MSFT, AMZN, UNP, HD, CRM 13F-HR 7/16/2020, 11:25 AM
Q1 2020 45 $1.47B +$88.2M -$226M -$138M MSFT, AMZN, BDX, CRM, UNP 13F-HR 4/30/2020, 12:18 PM
Q4 2019 46 $1.94B +$62.4M -$150M -$87.7M MSFT, JPM, BDX, AMZN, UNP Restatement 1/23/2020, 09:24 AM
Q3 2019 76 $1.96B +$206M -$211M -$4.84M MSFT, AMZN, BDX, JPM, HD 13F-HR 10/29/2019, 11:11 AM
Q2 2019 77 $1.97B +$163M -$111M +$51.8M MSFT, AMZN, BDX, V, JPM 13F-HR 7/17/2019, 11:28 AM
Q1 2019 73 $1.91B +$161M -$100M +$60.4M MSFT, AMZN, BDX, V, UNP 13F-HR 4/18/2019, 06:40 AM
Q4 2018 70 $1.65B +$89.2M -$78.1M +$11.1M MSFT, AMZN, BDX, JPM, V 13F-HR 1/14/2019, 08:59 AM
Q3 2018 73 $2.03B +$234M -$85.2M +$149M MSFT, AMZN, AAPL, BDX, V 13F-HR 10/4/2018, 07:12 AM
Q2 2018 71 $1.71B +$147M -$179M -$31.5M MSFT, AMZN, AAPL, BDX, V Restatement 8/22/2018, 06:56 AM
Q1 2018 73 $1.71B +$149M -$152M -$2.92M MSFT, AMZN, AAPL, LMT, BDX 13F-HR 4/6/2018, 12:01 PM
Q4 2017 77 $1.71B +$100M -$85.7M +$14.8M AAPL, MSFT, GOOGL, AMZN, LMT 13F-HR 1/10/2018, 11:34 AM
Q3 2017 75 $1.61B +$152M -$112M +$40.6M AAPL, MSFT, SPGI, GOOGL, LMT 13F-HR 10/12/2017, 06:54 AM
Q2 2017 74 $1.46B +$135M -$152M -$17.1M AAPL, MSFT, SPGI, GOOGL, WFC 13F-HR 7/11/2017, 11:18 AM
Q1 2017 96 $1.57B +$192M -$200M -$8M AAPL, MSFT, GOOGL, WFC, LMT 13F-HR 4/7/2017, 12:35 PM
Q4 2016 107 $1.52B +$178M -$94.1M +$83.7M AAPL, WFC, GOOGL, GILD, LMT 13F-HR 1/12/2017, 05:52 AM
Q3 2016 92 $1.48B +$213M -$61.7M +$151M AAPL, GOOGL, SPGI, GILD, BRKB 13F-HR 10/12/2016, 09:44 AM
Q2 2016 96 $1.32B +$182M -$31M +$151M AAPL, GILD, BMY, GOOGL, LMT 13F-HR 7/28/2016, 11:15 AM
Q1 2016 102 $1.25B +$165M -$127M +$38.4M AAPL, GILD, GOOGL, GEXXXX, RAI 13F-HR 4/8/2016, 11:24 AM
Q4 2015 106 $1.32B +$328M -$147M +$181M GILD, GOOGL, WFC, AAPL, UNP 13F-HR 1/22/2016, 09:56 AM
Q3 2015 105 $1.25B +$125M -$77.9M +$47.3M GILD, UNP, AAPL, WFC, AXP 13F-HR 10/8/2015, 01:27 PM
Q2 2015 100 $1.35B +$103M -$107M -$4.01M GILD, WFC, CMI, AXP, AAPL 13F-HR 7/9/2015, 10:27 AM
Q1 2015 91 $1.39B +$72.2M -$113M -$40.9M CMI, MSFT, AXP, AAPL, UNP Restatement 5/6/2015, 10:13 AM
Q4 2014 92 $1.44B +$106M -$142M -$36.3M CMI, MSFT, UNP, AXP, GILD 13F-HR 1/8/2015, 06:31 AM
Q3 2014 94 $1.45B +$107M -$124M -$16.5M CMI, MSFT, UNP, AXP, GILD Restatement 10/9/2014, 09:20 AM
Q2 2014 92 $1.51B +$262M -$413M -$151M CMI, CL, MSFT, UNP, AXP 13F-HR 7/28/2014, 06:30 AM
Q1 2014 156 $2.05B +$234M -$40.2M +$193M CMI, MSFT, GOOGLXXXX, CL, BRKB 13F-HR 4/24/2014, 07:55 AM
Q4 2013 157 $1.9B CL, CMI, GOOGLXXXX, MSFT, PFE 13F-HR 1/21/2014, 10:04 AM