Linscomb & Williams, Inc. Q3 vs. Q4 2022 - A Look at the Changes in Fund Holdings

Investors are always interested in the latest changes in fund holdings, and the third and fourth quarters of 2022 have seen some notable adjustments among the investments held by Linscomb & Williams, Inc. From increases in holdings of certain stocks to decreases in others, these changes can provide valuable insights for investors looking to make informed decisions. In this article, we will explore the 13F holdings comparison for Linscomb & Williams, Inc. and delve into what these changes signify.

First of all, what is 13F and why do investors need to know about it? 13F filings refer to quarterly reports filed by institutional investment managers with the SEC. These reports disclose information about the manager's investment holdings, including the names of the securities, the number of shares held, and the total value of the holdings. The reports must be filed within 45 days after the end of each quarter, and they are publicly available, allowing investors to see what the biggest institutional investors are buying and selling.

Now, let's take a closer look at the changes in the holdings of Linscomb & Williams, Inc. From the data we have received, we can see that the company decreased its holdings in VEA, IVV, and EFA by a notable amount in Q4 2022 compared to Q3 2022. The biggest decrease was observed in VEA, with a reduction of 656,048 shares, or 13.88%. This reduction equates to a drop of $1,098, with the total value of the holdings now standing at $6,853,662.

On the other hand, there were also some notable increases in holdings for Linscomb & Williams, Inc. in the same period. The most significant increase was observed in the holdings of XOM, with an increase of 457,918 shares, or 106.28%. This increase has raised the total value of the holdings to $9,819,270, a staggering increase of 160.5%. There were also increases in the holdings of PRF, SDY, and DHS, among others.

It is worth noting that among the companies in which Linscomb & Williams, Inc. increased its holdings, some of them have been performing well in the market recently. For example, Chevron Corporation (CVX), JPMorgan Chase & Co. (JPM), and Johnson & Johnson (JNJ) have all seen their stock prices rise in the fourth quarter of 2022. This suggests that Linscomb & Williams, Inc. may be betting on the continued growth of these companies.

There were also some interesting movements among individual stocks. For example, Amazon.com, Inc. (AMZN) saw a decrease in holdings by 4.83%, while Mastercard Incorporated (MA) saw an increase in holdings by 8.65%. Both stocks have been performing well in the market recently, so the reasons behind such changes in holdings could benefit from further examination.

In conclusion, the changes in the holdings of Linscomb & Williams, Inc. in the third and fourth quarters of 2022 indicate some interesting shifts in strategy. While the decrease in holdings in some companies may be concerning for some investors, the increased holdings in others could indicate that the company is confident in their prospects. As ever, any decision to make an investment should be based on a comprehensive analysis of the company's financials and market performance, the current market condition, and possible future trends.