Achmea Investment Management B.V. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Achmea Investment Management B.V. opened 167 positions, added to 1,225, reduced 981 and sold out of 513.
- Q2 2026: Stock LRCX; Country of operation United States; Class Equity; Shares before 541,955.
- Q2 2026: Stock NVDA; Country of operation United States; Class Equity; Shares before 3,488,002.
- Q2 2026: Stock GOOGL; Country of operation United States; Class Equity; Shares before 916,319.
- Q2 2026: Stock MDT; Country of operation Ireland; Class Equity; Shares before 344,131.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697765), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-18); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | LRCX
LAM RESEARCH CORP | United States | Equity | 541,955 | 425,361 | -116,594 | $115,794 | $184,322 | +$68,528 | 2026-07-20 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | Equity | 3,488,002 | 3,221,389 | -266,613 | $608,308 | $644,568 | +$36,260 | 2026-07-20 |
|---|
| Q2 2026 | GOOGL
ALPHABET INC | United States | Equity | 916,319 | 828,191 | -88,128 | $263,497 | $295,971 | +$32,474 | 2026-07-20 |
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| Q2 2026 | MDT
MEDTRONIC PLC | Ireland | Equity | 344,131 | 20,536 | -323,595 | $29,819 | $1,607 | -$28,212 | 2026-07-20 |
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| Q2 2026 | BKR
BAKER HUGHES COMPANY | United States | Equity | 541,037 | 89,340 | -451,697 | $33,030 | $4,958 | -$28,072 | 2026-07-20 |
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| Q2 2026 | AVGO
BROADCOM INC | United States | Equity | 547,182 | 522,575 | -24,607 | $169,358 | $197,403 | +$28,045 | 2026-07-20 |
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| Q2 2026 | META
META PLATFORMS INC | United States | Equity | 303,217 | 260,508 | -42,709 | $173,480 | $146,742 | -$26,738 | 2026-07-20 |
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| Q2 2026 | GOOG
ALPHABET INC | United States | Equity | 579,909 | 540,231 | -39,678 | $166,353 | $190,880 | +$24,527 | 2026-07-20 |
|---|
| Q2 2026 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | Equity | 63,240 | 50,584 | -12,656 | $24,775 | $48,814 | +$24,039 | 2026-07-20 |
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| Q2 2026 | T
AT&T INC | United States | Equity | 2,145,500 | 1,884,054 | -261,446 | $62,198 | $39,000 | -$23,198 | 2026-07-20 |
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| Q2 2026 | NFLX
NETFLIX INC. | United States | Equity | 664,710 | 570,273 | -94,437 | $63,912 | $40,717 | -$23,195 | 2026-07-20 |
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| Q2 2026 | CSCO
CISCO SYS INC | United States | Equity | 982,967 | 829,712 | -153,255 | $76,268 | $97,458 | +$21,190 | 2026-07-20 |
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| Q2 2026 | DELL
DELL TECHNOLOGIES INC | United States | Equity | 75,736 | 62,564 | -13,172 | $12,431 | $26,994 | +$14,563 | 2026-07-20 |
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| Q2 2026 | MA
MASTERCARD INCORPORATED | United States | Equity | 77,998 | 50,710 | -27,288 | $38,972 | $26,045 | -$12,927 | 2026-07-20 |
|---|
| Q2 2026 | PLTR
PALANTIR TECHNOLOGIES INC | United States | Equity | 312,718 | 291,902 | -20,816 | $45,744 | $34,056 | -$11,688 | 2026-07-20 |
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| Q2 2026 | V
VISA INC | United States | Equity | 183,394 | 129,071 | -54,323 | $55,429 | $44,283 | -$11,146 | 2026-07-20 |
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| Q2 2026 | TT
TRANE TECHNOLOGIES PLC | | Equity | 202,107 | 149,877 | -52,230 | $84,226 | $73,614 | -$10,612 | 2026-07-20 |
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| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | Equity | 1,212,789 | 1,207,540 | -5,249 | $60,882 | $51,127 | -$9,755 | 2026-07-20 |
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| Q2 2026 | MCK
MCKESSON CORP | United States | Equity | 53,859 | 49,060 | -4,799 | $46,607 | $37,070 | -$9,537 | 2026-07-20 |
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| Q2 2026 | GE
GE AEROSPACE | United States | Equity | 125,738 | 120,374 | -5,364 | $35,681 | $44,987 | +$9,306 | 2026-07-20 |
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| Q2 2026 | ADBE
ADOBE INC | United States | Equity | 123,858 | 108,546 | -15,312 | $30,107 | $22,254 | -$7,853 | 2026-07-20 |
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| Q2 2026 | HCA
HCA HEALTHCARE INC | United States | Equity | 80,361 | 77,989 | -2,372 | $38,030 | $30,407 | -$7,623 | 2026-07-20 |
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| Q2 2026 | CRM
SALESFORCE INC | United States | Equity | 154,716 | 138,125 | -16,591 | $28,881 | $21,639 | -$7,242 | 2026-07-20 |
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| Q2 2026 | ORLY
OREILLY AUTOMOTIVE INC | United States | Equity | 139,592 | 68,310 | -71,282 | $12,886 | $6,291 | -$6,595 | 2026-07-20 |
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| Q2 2026 | MNST
MONSTER BEVERAGE CORP NEW | United States | Equity | 367,971 | 345,933 | -22,038 | $26,663 | $33,251 | +$6,588 | 2026-07-20 |
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| Q2 2026 | LNG
CHENIERE ENERGY INC | United States | Equity | 110,424 | 105,666 | -4,758 | $31,334 | $25,255 | -$6,079 | 2026-07-20 |
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| Q2 2026 | UNH
UNITEDHEALTH GROUP INC | United States | Equity | 53,765 | 48,996 | -4,769 | $14,548 | $20,364 | +$5,816 | 2026-07-20 |
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| Q2 2026 | AZN
ASTRAZENECA PLC | | Equity | 330,141 | 313,557 | -16,584 | $63,957 | $58,680 | -$5,277 | 2026-07-20 |
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| Q2 2026 | DPZ
DOMINOS PIZZA INC | United States | Equity | 17,248 | 4,156 | -13,092 | $6,188 | $1,230 | -$4,958 | 2026-07-20 |
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| Q2 2026 | TWLO
TWILIO INC | United States | Equity | 67,247 | 64,278 | -2,969 | $8,461 | $13,262 | +$4,801 | 2026-07-20 |
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| Q2 2026 | TRP
TC ENERGY CORP | | Equity | 606,209 | 501,328 | -104,881 | $37,840 | $33,188 | -$4,652 | 2026-07-20 |
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| Q2 2026 | FOXA
FOX CORP | United States | Equity | 453,203 | 420,448 | -32,755 | $26,467 | $21,931 | -$4,536 | 2026-07-20 |
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| Q2 2026 | NTAP
NETAPP INC | United States | Equity | 121,346 | 108,592 | -12,754 | $12,425 | $16,806 | +$4,381 | 2026-07-20 |
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| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | Equity | 34,345 | 32,954 | -1,391 | $34,222 | $30,827 | -$3,395 | 2026-07-20 |
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| Q2 2026 | IDXX
IDEXX LABS INC | United States | Equity | 41,757 | 38,859 | -2,898 | $23,463 | $20,457 | -$3,006 | 2026-07-20 |
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| Q2 2026 | ULTA
ULTA BEAUTY INC | United States | Equity | 31,255 | 29,610 | -1,645 | $16,337 | $13,354 | -$2,983 | 2026-07-20 |
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| Q2 2026 | ABBV
ABBVIE INC | United States | Equity | 365,642 | 327,773 | -37,869 | $79,523 | $82,481 | +$2,958 | 2026-07-20 |
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| Q2 2026 | CMCSA
COMCAST CORP NEW | United States | Equity | 360,245 | 302,629 | -57,616 | $10,343 | $7,430 | -$2,913 | 2026-07-20 |
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| Q2 2026 | EXC
EXELON CORP | United States | Equity | 579,519 | 549,029 | -30,490 | $28,408 | $25,596 | -$2,812 | 2026-07-20 |
|---|
| Q2 2026 | CCEP
COCA-COLA EUROPACIFIC PARTNE | | Equity | 49,291 | 17,227 | -32,064 | $4,469 | $1,724 | -$2,745 | 2026-07-20 |
|---|
| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | Equity | 68,567 | 59,943 | -8,624 | $58,007 | $60,625 | +$2,618 | 2026-07-20 |
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| Q2 2026 | GEN
GEN DIGITAL INC | United States | Equity | 560,044 | 528,861 | -31,183 | $10,546 | $13,163 | +$2,617 | 2026-07-20 |
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| Q2 2026 | SSNC
SS&C TECH HLDGS | United States | Equity | 254,374 | 236,139 | -18,235 | $17,188 | $14,652 | -$2,536 | 2026-07-20 |
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| Q2 2026 | DHI
D R HORTON INC | United States | Equity | 156,254 | 146,718 | -9,536 | $21,441 | $23,897 | +$2,456 | 2026-07-20 |
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| Q2 2026 | MTB
M & T BK CORP | United States | Equity | 31,366 | 17,081 | -14,285 | $6,484 | $4,065 | -$2,419 | 2026-07-20 |
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| Q2 2026 | HPQ
HP INC | United States | Equity | 253,975 | 114,604 | -139,371 | $4,879 | $2,514 | -$2,365 | 2026-07-20 |
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| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | Equity | 377,971 | 332,824 | -45,147 | $111,184 | $108,943 | -$2,241 | 2026-07-20 |
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| Q2 2026 | MFC
MANULIFE FINL CORP | | Equity | 910,146 | 825,936 | -84,210 | $31,252 | $33,486 | +$2,234 | 2026-07-20 |
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| Q2 2026 | GM
GENERAL MTRS CO | United States | Equity | 450,921 | 406,921 | -44,000 | $33,594 | $31,365 | -$2,229 | 2026-07-20 |
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| Q2 2026 | CME
CME GROUP INC | United States | Equity | 25,230 | 24,244 | -986 | $7,452 | $5,354 | -$2,098 | 2026-07-20 |
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| Q2 2026 | JCI
JOHNSON CONTROLS INTERNATION | | Equity | 278,619 | 263,040 | -15,579 | $36,485 | $38,433 | +$1,948 | 2026-07-20 |
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| Q2 2026 | EME
EMCOR GROUP INC | United States | Equity | 42,639 | 35,855 | -6,784 | $31,481 | $29,755 | -$1,726 | 2026-07-20 |
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| Q2 2026 | PYPL
PAYPAL HLDGS INC | United States | Equity | 653,280 | 644,931 | -8,349 | $29,548 | $27,848 | -$1,700 | 2026-07-20 |
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| Q2 2026 | ZTS
ZOETIS INC | United States | Equity | 22,994 | 14,249 | -8,745 | $2,718 | $1,024 | -$1,694 | 2026-07-20 |
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| Q2 2026 | AER
AERCAP HOLDINGS NV | | Equity | 67,396 | 53,123 | -14,273 | $9,245 | $7,744 | -$1,501 | 2026-07-20 |
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| Q2 2026 | ZM
ZOOM COMMUNICATIONS INC | United States | Equity | 294,496 | 258,021 | -36,475 | $23,675 | $22,270 | -$1,405 | 2026-07-20 |
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| Q2 2026 | ORCL
ORACLE CORP | United States | Equity | 104,888 | 97,185 | -7,703 | $15,430 | $14,242 | -$1,188 | 2026-07-20 |
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| Q2 2026 | VLO
VALERO ENERGY CORP | United States | Equity | 137,320 | 134,590 | -2,730 | $33,929 | $35,053 | +$1,124 | 2026-07-20 |
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| Q2 2026 | CAH
CARDINAL HEALTH INC | United States | Equity | 172,833 | 158,390 | -14,443 | $36,521 | $37,627 | +$1,106 | 2026-07-20 |
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| Q2 2026 | PINS
PINTEREST INC | United States | Equity | 145,831 | 77,565 | -68,266 | $2,675 | $1,631 | -$1,044 | 2026-07-20 |
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| Q2 2026 | UBER
UBER TECHNOLOGIES INC | United States | Equity | 136,418 | 122,002 | -14,416 | $9,813 | $8,804 | -$1,009 | 2026-07-20 |
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| Q2 2026 | EXPE
EXPEDIA GROUP INC | United States | Equity | 135,219 | 125,593 | -9,626 | $31,221 | $32,137 | +$916 | 2026-07-20 |
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| Q2 2026 | MRK
MERCK & CO INC | United States | Equity | 131,277 | 115,829 | -15,448 | $15,791 | $14,884 | -$907 | 2026-07-20 |
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| Q2 2026 | NVR
NVR INC | United States | Equity | 329 | 203 | -126 | $2,168 | $1,383 | -$785 | 2026-07-20 |
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| Q2 2026 | MMM
3M CO | United States | Equity | 109,710 | 103,150 | -6,560 | $15,933 | $16,701 | +$768 | 2026-07-20 |
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| Q2 2026 | LOGI
LOGITECH INTL S A | United States | Equity | 33,384 | 23,951 | -9,433 | $3,006 | $2,249 | -$757 | 2026-07-20 |
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| Q2 2026 | GIB
CGI INC | | Equity | 29,642 | 25,870 | -3,772 | $2,160 | $1,672 | -$488 | 2026-07-20 |
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| Q2 2026 | WM
WASTE MGMT INC DEL | United States | Equity | 27,398 | 26,064 | -1,334 | $6,296 | $5,809 | -$487 | 2026-07-20 |
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| Q2 2026 | DGX
QUEST DIAGNOSTICS INC | United States | Equity | 137,119 | 124,786 | -12,333 | $26,873 | $26,448 | -$425 | 2026-07-20 |
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| Q2 2026 | SYF
SYNCHRONY FINANCIAL | United States | Equity | 435,648 | 394,886 | -40,762 | $29,633 | $30,031 | +$398 | 2026-07-20 |
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| Q2 2026 | AMP
AMERIPRISE FINL INC | United States | Equity | 9,441 | 8,441 | -1,000 | $4,196 | $3,872 | -$324 | 2026-07-20 |
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| Q2 2026 | GRMN
GARMIN LTD | | Equity | 16,775 | 15,245 | -1,530 | $3,892 | $3,621 | -$271 | 2026-07-20 |
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| Q2 2026 | BCE
BCE INC | | Equity | 28,637 | 25,281 | -3,356 | $720 | $544 | -$176 | 2026-07-20 |
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| Q2 2026 | NI
NISOURCE INC | United States | Equity | 39,454 | 37,446 | -2,008 | $1,841 | $1,781 | -$60 | 2026-07-20 |
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| Q2 2026 | WCN
WASTE CONNECTIONS INC | | Equity | 12,810 | 12,157 | -653 | $2,081 | $2,026 | -$55 | 2026-07-20 |
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| Q2 2026 | NWSA
NEWS CORP NEW | United States | Equity | 31,591 | 29,769 | -1,822 | $788 | $739 | -$49 | 2026-07-20 |
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