MMCM
TWLO icon

Murphy & Mullick Capital Management’s Twilio TWLO Stock Holding History

Murphy & Mullick Capital Management’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.9K Hold
237
– – 0.03% 301
2026
Q1 		$29.8K Sell
237
-53
-18% -$6.52K 0.02% 353
2025
Q4 		$41.3K Sell
290
-26
-8% -$3.22K 0.03% 319
2025
Q3 		$31.6K Sell
316
-149
-32% -$16.8K 0.02% 330
2025
Q2 		$60K Sell
465
-218
-32% -$23.2K 0.05% 248
2025
Q1 		$66.9K Sell
683
-11
-2% -$1.3K 0.06% 225
2024
Q4 		$75K Buy
+694
New +$63.4K 0.07% 208

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Murphy & Mullick Capital Management's TWLO Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its Twilio (TWLO) position steady in Q2 2026 at 237 shares worth $48.9K. The position accounts for 0.03% of the portfolio, ranked #301.

Murphy & Mullick Capital Management first reported a position in TWLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $75K in Q4 2024. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Murphy & Mullick Capital Management held 237 shares of Twilio worth $48.9K as of Q2 2026.
  • Murphy & Mullick Capital Management left its Twilio share count unchanged in Q2 2026.
  • Twilio made up 0.03% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #301 holding.
  • Murphy & Mullick Capital Management first reported a position in Twilio in Q4 2024 and has held it in 7 quarters since.
  • Murphy & Mullick Capital Management's Twilio position peaked at $75K in Q4 2024.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.