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StocksMediumUpdated×4•Originally published 20 April 2026•Updated 21 April 2026•

1 min read

Moran Wealth and Cwm LLC Expand Stakes in Banking, Tech, and Defense Sectors

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Key Facts

1Cwm LLC purchased an additional 16,645 shares of Ameriprise Financial, bringing its total holdings to 22,155 shares.

about 1 month ago

Version History

Version 4about 1 month ago

What changed: Added details regarding Cwm LLC's increased stakes in Sysco and Corteva, incorporating new dividend data and earnings guidance.

Version 3about 1 month ago

What changed: The story was updated to include Cwm LLC's significant stake acquisition in FactSet Research Systems (FDS) despite bearish analyst ratings, further illustrating the institutional expansion strategy.

Version 2about 1 month ago

What changed: The story was updated to include Moran Wealth Management's significant activity in Bank of America, Equinix, and Gartner, broadening the scope from Cwm LLC to wider institutional shifts.

Version 1about 1 month ago

What changed: The story was updated to focus on Cwm LLC's new investment in Textron Inc., detailing the significant stake increase, recent earnings performance, and analyst ratings.

Institutional investment activity has surged as Moran Wealth Management LLC established a new $1.38 million position in Bank of America (BAC) and aggressively increased its Equinix (EQIX) stake by 1,048%. In a strategic expansion, Cwm LLC increased its stake in Sysco Corporation (SYY) by 69.4%, bringing its total holding value to $6.17 million following Sysco's dividend hike to $0.55 per share. Cwm LLC also boosted its position in Corteva, Inc. (CTVA) by 40.0% to $7.21 million, following positive quarterly earnings and robust FY2026 guidance. These moves complement Cwm LLC's existing growth in Huntington Ingalls (HII) and Ventas (VTR). However, the firm maintained its reduction in the energy sector, trimming its Williams Companies (WMB) stake by 20.9%. Collectively, these shifts highlight a diversified institutional approach, prioritizing food distribution, agriculture, and defense while remaining selective in energy exposure.