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Phillip James Consulting’s Willis Towers Watson WTW Stock Holding History

Phillip James Consulting’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$112K Hold
427
– – 0.07% 66
2026
Q1 		$124K Buy
+427
New +$131K 0.09% 73

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BlackRock
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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phillip James Consulting's WTW Position: Q2 2026 in Review

Phillip James Consulting held its Willis Towers Watson (WTW) position steady in Q2 2026 at 427 shares worth $112K. The position accounts for 0.07% of the portfolio, ranked #66.

Phillip James Consulting first reported a position in WTW in Q1 2026 and has held it in 2 quarters since. The position peaked at $124K in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Phillip James Consulting held 427 shares of Willis Towers Watson worth $112K as of Q2 2026.
  • Phillip James Consulting left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up 0.07% of Phillip James Consulting's portfolio in Q2 2026, its #66 holding.
  • Phillip James Consulting first reported a position in Willis Towers Watson in Q1 2026 and has held it in 2 quarters since.
  • Phillip James Consulting's Willis Towers Watson position peaked at $124K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.