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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Murphy & Mullick Capital Management's TWLO Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its Twilio (TWLO) stake by 18% in Q1 2026, selling an estimated $6.52K and leaving 237 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #353.

Murphy & Mullick Capital Management first reported a position in TWLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $75K in Q4 2024. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Murphy & Mullick Capital Management held 237 shares of Twilio worth $29.8K as of Q1 2026.
  • Murphy & Mullick Capital Management sold 53 Twilio shares in Q1 2026, an estimated $6.52K.
  • Twilio made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #353 holding.
  • Murphy & Mullick Capital Management first reported a position in Twilio in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's Twilio position peaked at $75K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.