Walter & Keenan Wealth Management Llc /In/ /Adv
Source: SEC Form 13F · as of Mar 2026Walter & Keenan Wealth Management Llc /In/ /Adv holds 11 biotech & pharma companies tracked by BioSniper, totaling $43.6M in value as of Mar 2026 (SEC Form 13F).
Companies held
11
Total value held
$43.6M
| Company | Shares | Value |
|---|---|---|
| LLYELI LILLY & Co | 21,368 | $19.7M |
| JNJJOHNSON & JOHNSON | 34,035 | $8.3M |
| ABBVAbbVie Inc. | 23,969 | $5.2M |
| MRKMerck & Co., Inc. | 29,425 | $3.5M |
| AMGNAMGEN INC | 10,005 | $3.5M |
| PMPhilip Morris International Inc | 5,847 | $967K |
| ABTABBOTT LABORATORIES | 6,852 | $703K |
| PFEPFIZER INC | 24,096 | $677K |
| NVSNovartis AG | 2,677 | $409K |
| BMYBRISTOL MYERS SQUIBB CO | 5,528 | $335K |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 904 | $245K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.