• 13F History

West Branch Capital LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$300M
Signature - Title
Georgann Ramage - Director of Operations
Location
Amherst, MA
Summary
This page shows a list of all the recent 13F filings made by West Branch Capital LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. West Branch Capital LLC reported 529 stock holdings with total value $300M as of Q1 2025. Top holdings included AAPL, NVDA, MSFT, AMZN, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 529 $300M +$17.4M -$9.21M +$8.22M AAPL, NVDA, MSFT, AMZN, SPY 13F-HR 4/16/2025, 02:33 PM
Q4 2024 544 $313M +$17.4M -$3.39M +$14M AAPL, NVDA, MSFT, AMZN, GOOGL 13F-HR 1/17/2025, 12:19 PM
Q3 2024 601 $289M +$14.1M -$4.36M +$9.74M AAPL, NVDA, MSFT, AMZN, SPY 13F-HR 10/18/2024, 01:46 PM
Q2 2024 429 $269M +$32.9M -$4.54M +$28.4M AAPL, NVDA, MSFT, GOOGL, AMZN 13F-HR 7/26/2024, 03:33 PM
Q1 2024 418 $248M +$20M -$10.7M +$9.29M AAPL, NVDA, MSFT, AMZN, GOOGL 13F-HR 4/23/2024, 06:16 PM
Q4 2023 443 $213M +$8.74M -$7.27M +$1.47M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 1/19/2024, 02:12 PM
Q3 2023 440 $191M +$843K -$4.92M -$4.07M AAPL, NVDA, MSFT, GOOGL, AMZN 13F-HR 10/20/2023, 11:20 AM
Q2 2023 448 $200M +$1.88M -$1.89M -$5.62K AAPL, NVDA, MSFT, AMZN, SPY 13F-HR 8/4/2023, 06:07 PM
Q1 2023 455 $179M +$3.07M -$2.86M +$215K AAPL, MSFT, NVDA, SPY, PG 13F-HR 4/20/2023, 03:54 PM
Q4 2022 452 $162M +$1.18M -$9.5M -$8.32M AAPL, MSFT, PG, SPY, GOOGL 13F-HR 1/27/2023, 03:06 PM
Q3 2022 420 $161M +$10.8M -$999K +$9.79M AAPL, MSFT, AMZN, GOOGL, SPY 13F-HR 10/19/2022, 09:58 AM
Q2 2022 396 $173M +$10.2M -$1.19M +$9.02M AAPL, MSFT, GOOGL, SPY, PG 13F-HR 7/28/2022, 01:25 PM
Q1 2022 399 $209M +$850K -$11.8M -$10.9M AAPL, MSFT, AMZN, NVDA, GOOGL 13F-HR 5/3/2022, 04:19 PM
Q4 2021 433 $235M +$6.26M -$2.73M +$3.53M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 1/24/2022, 03:00 PM
Q3 2021 412 $208M +$13.7M -$2.43M +$11.3M AAPL, AMZN, MSFT, GOOGL, NVDA 13F-HR 11/9/2021, 04:43 PM
Q2 2021 427 $203M +$18.4M -$1.04M +$17.3M AAPL, AMZN, MSFT, GOOGL, NVDA 13F-HR 8/17/2021, 01:54 PM
Q1 2021 90 $171M +$3.61M -$6.92M -$3.31M AAPL, AMZN, MSFT, SPY, GOOGL 13F-HR 5/14/2021, 12:58 PM
Q4 2020 87 $169M +$6.58M -$5.98M +$604K AAPL, AMZN, MSFT, SPY, GOOGL 13F-HR 2/8/2021, 11:52 AM
Q3 2020 84 $157M +$18.2M -$3.45M +$14.7M AAPL, AMZN, MSFT, SPY, NVDA 13F-HR 10/13/2020, 03:36 PM
Q2 2020 83 $142M +$20.5M -$3.68M +$16.8M AAPL, AMZN, MSFT, SPY, GOOGL 13F-HR 7/8/2020, 01:15 PM
Q1 2020 74 $105M +$1.22M -$6.59M -$5.36M AAPL, AMZN, SPY, MSFT, GOOGL 13F-HR 4/20/2020, 04:57 PM
Q4 2019 94 $144M +$17.2M -$16.5M +$784K AAPL, SPY, AMZN, MSFT, GOOGL 13F-HR 1/7/2020, 12:50 PM
Q3 2019 88 $134M +$25.4M -$5.64M +$19.8M SPY, AAPL, AMZN, VZ, MSFT 13F-HR 10/23/2019, 01:10 PM
Q2 2019 91 $120M +$9.92M -$2M +$7.92M SPY, AAPL, AMZN, VZ, BA 13F-HR 8/5/2019, 01:41 PM
Q1 2019 82 $111M +$10.3M -$2.74M +$7.55M SPY, AAPL, AMZN, BA, VZ 13F-HR 4/30/2019, 04:04 PM
Q4 2018 72 $93.7M +$829K -$11.2M -$10.3M SPY, AMZN, AAPL, GOOGL, VZ 13F-HR 2/6/2019, 05:04 PM
Q3 2018 88 $133M +$3.46M -$4.26M -$797K AAPL, AMZN, SPY, GOOGL, NVDA 13F-HR 10/15/2018, 06:11 PM
Q2 2018 88 $125M +$46.5M -$399K +$46.1M SPY, AAPL, AMZN, GOOGL, BA 13F-HR 8/2/2018, 02:16 PM
Q1 2018 72 $91.1M SPY, AAPL, AMZN, VCSH, VBR 13F-HR 5/2/2018, 04:18 PM