SW
Sheldon Whitehouse
Portfolio Range
—
# Trades
181
# Tickers
66
Latest Filing
Oct 01 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
LLY37.6%
COHR16.8%
NVS12.6%
KO12.4%
MU4.1%
HSY4.1%
GH4.1%
GS4.1%
CCI4.1%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 181 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| JPM | JP Morgan Chase & Co. Common Stock | Stock | Sale (Partial) | $15K–$50K | -7.5% | Self | Sep 04 '26 | Oct 01 '26 |
| JPM | JP Morgan Chase & Co. Common Stock | Stock | Sale (Partial) | $15K–$50K | -7.5% | Spouse | Sep 04 '26 | Oct 01 '26 |
| V | Visa Inc. | Stock | Sale (Partial) | $1K–$15K | +8.8% | Self | Sep 04 '26 | Oct 01 '26 |
| ADI | Analog Devices, Inc. - Common Stock | Stock | Sale (Partial) | $1K–$15K | +8.0% | Spouse | Sep 04 '26 | Oct 01 '26 |
| V | Visa Inc. | Stock | Sale (Partial) | $1K–$15K | +8.8% | Spouse | Sep 04 '26 | Oct 01 '26 |
| — | JP Morgan Chase & Co. Common Stock | Stock | Sale (Partial) | $15K–$50K | — | Spouse | Sep 04 '26 | Sep 30 '26 |
| — | JP Morgan Chase & Co. Common Stock | Stock | Sale (Partial) | $15K–$50K | — | Self | Sep 04 '26 | Sep 30 '26 |
| — | Analog Devices, Inc. - Common Stock | Stock | Sale (Partial) | $1K–$15K | — | Spouse | Sep 04 '26 | Sep 30 '26 |
| LRCX | Lam Research Corporation - Common Stock | Stock | Sale (Partial) | $1K–$15K | -31.7% | Spouse | Aug 13 '26 | Sep 02 '26 |
| NVDA | NVIDIA Corporation - Common Stock | Stock | Sale (Partial) | $15K–$50K | -6.4% | Self | Aug 13 '26 | Sep 02 '26 |
| LRCX | Lam Research Corp | Stock | Sale | $1K–$15K | -31.7% | Spouse | Aug 13 '26 | Sep 02 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $15K–$50K | -6.4% | Self | Aug 13 '26 | Sep 02 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $1K–$15K | -6.4% | Spouse | Aug 13 '26 | Sep 02 '26 |
| NVDA | NVIDIA Corporation - Common Stock | Stock | Sale (Partial) | $1K–$15K | -6.4% | Spouse | Aug 13 '26 | Sep 02 '26 |
| — | NVIDIA Corporation - Common Stock | Stock | Sale (Partial) | $1K–$15K | — | Spouse | Aug 13 '26 | Sep 01 '26 |
| AMGN | Amgen Inc. - Common Stock | Stock | Sale (Partial) | $1K–$15K | +5.5% | Spouse | Aug 12 '26 | Sep 02 '26 |
| AMGN | Amgen Inc | Stock | Sale | $1K–$15K | +5.5% | Spouse | Aug 12 '26 | Sep 02 '26 |
| — | SDZNY- Sandoz Group AG ADR | Stock | Sale | $1K–$15K | — | Self | Aug 06 '26 | Sep 02 '26 |
| SDZNY | SANDOZ GROUP AG | Stock | Sale | $1K–$15K | — | Self | Aug 06 '26 | Sep 02 '26 |
| LOW | Lowe's Cos Inc | Stock | Sale | $1K–$15K | -2.9% | Self | Jul 20 '26 | Aug 03 '26 |
| LOW | Lowe's Companies, Inc. Common Stock | Stock | Sale (Partial) | $1K–$15K | -2.9% | Self | Jul 20 '26 | Aug 03 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $15K–$50K | +5.4% | Self | Jun 30 '26 | Jul 08 '26 |
| MU | Micron Technology Inc | Stock | Buy | $1K–$15K | -27.7% | Self | Jun 25 '26 | Jul 08 '26 |
| COHR | Coherent Corp | Stock | Buy | $15K–$50K | -48.6% | Self | Jun 25 '26 | Jul 08 '26 |
| AAPL | Apple Inc | Stock | Sale | $15K–$50K | +18.6% | Self | Jun 24 '26 | Jul 08 '26 |
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