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Allied Investment Advisors, LLC Historic Quarter Change: USA Stocks, Sold Out

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Allied Investment Advisors, LLC historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Allied Investment Advisors, LLC opened 110 positions, added to 300, reduced 109 and sold out of 75.

  • Q2 2026: Stock XOMXXXX; Country of operation —; Class Stock; Shares before 126,408.
  • Q2 2026: Stock POWL; Country of operation United States; Class Stock; Shares before 642.
  • Q2 2026: Stock FSLR; Country of operation United States; Class Stock; Shares before 1,027.
  • Q1 2026: Stock MO; Country of operation United States; Class Stock; Shares before 5,886.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1729869), 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 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). 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 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026XOMXXXX
EXXON MOBIL CORP COM		Stock126,4080-126,408$21,446,386$0-$21,446,3862026-07-20
Q2 2026POWL
POWELL INDS INC COM		United StatesStock6420-642$347,373$0-$347,3732026-07-20
Q2 2026FSLR
FIRST SOLAR INC COM		United StatesStock1,0270-1,027$202,586$0-$202,5862026-07-20
Q1 2026MO
ALTRIA GROUP INC COM		United StatesStock5,8860-5,886$339,387$0-$339,3872026-04-27
Q1 2026UNH
UNITEDHEALTH GROUP INC COM		United StatesStock6830-683$225,546$0-$225,5462026-04-27
Q1 2026PSX
PHILLIPS 66 COM		United StatesStock1,6540-1,654$213,432$0-$213,4322026-04-27
Q1 2026ADP
AUTOMATIC DATA PROCESSING INC COM		United StatesStock8000-800$205,784$0-$205,7842026-04-27
Q1 2026RTB
RYVYL INC COM SHS		United StatesStock14,6840-14,684$2,380$0-$2,3802026-04-27
Q4 2025WDC
WESTERN DIGITAL CORP COM		United StatesStock2,6420-2,642$317,199$0-$317,1992026-02-09
Q4 2025AXON
AXON ENTERPRISE INC COM		United StatesStock3200-320$229,645$0-$229,6452026-02-09
Q4 2025BROS
DUTCH BROS INC CL A		United StatesStock4,2570-4,257$222,811$0-$222,8112026-02-09
Q3 2025EBMT
EAGLE BANCORP MONT INC COM		United StatesStock31,7690-31,769$529,589$0-$529,5892025-11-04
Q2 2025ECL
ECOLAB INC COM		United StatesStock9030-903$228,929$0-$228,9292025-07-31
Q1 2025EBMT
EAGLE BANCORP MONT INC COM		United StatesStock34,7690-34,769$533,009$0-$533,0092025-04-08
Q1 2025GOOG
ALPHABET INC CAP STK CL C		United StatesStock1,1910-1,191$226,814$0-$226,8142025-04-08
Q4 2024MSFT
MICROSOFT CORP		United StatesCOM61,6220-61,622$26,516,154$0-$26,516,1542025-01-31
Q4 2024AAPL
APPLE INC		United StatesCOM82,7300-82,730$19,276,118$0-$19,276,1182025-01-31
Q4 2024CAT
CATERPILLAR INC		United StatesCOM42,4290-42,429$16,594,830$0-$16,594,8302025-01-31
Q4 2024AAON
AAON INC		United StatesCOM PAR $0.004148,1980-148,198$15,981,672$0-$15,981,6722025-01-31
Q4 2024JPM
JPMORGAN CHASE & CO.		United StatesCOM72,4230-72,423$15,271,114$0-$15,271,1142025-01-31
Q4 2024LOW
LOWES COS INC		United StatesCOM52,5940-52,594$14,245,085$0-$14,245,0852025-01-31
Q4 2024XOMXXXX
EXXON MOBIL CORP		COM106,6320-106,632$12,499,403$0-$12,499,4032025-01-31
Q4 2024RTX
RTX CORPORATION		United StatesCOM102,8090-102,809$12,456,338$0-$12,456,3382025-01-31
Q4 2024BAC
BANK AMERICA CORP		United StatesCOM295,6550-295,655$11,731,590$0-$11,731,5902025-01-31
Q4 2024WFC
WELLS FARGO CO NEW		United StatesCOM205,9410-205,941$11,633,607$0-$11,633,6072025-01-31
Q4 2024GS
GOLDMAN SACHS GROUP INC		United StatesCOM23,0860-23,086$11,430,109$0-$11,430,1092025-01-31
Q4 2024FDX
FEDEX CORP		United StatesCOM40,6850-40,685$11,134,671$0-$11,134,6712025-01-31
Q4 2024EMR
EMERSON ELEC CO		United StatesCOM101,0540-101,054$11,052,276$0-$11,052,2762025-01-31
Q4 2024MMM
3M CO		United StatesCOM80,3210-80,321$10,979,881$0-$10,979,8812025-01-31
Q4 2024CVX
CHEVRON CORP NEW		United StatesCOM74,5360-74,536$10,976,917$0-$10,976,9172025-01-31
Q4 2024DE
DEERE & CO		United StatesCOM26,1310-26,131$10,905,250$0-$10,905,2502025-01-31
Q4 2024LMT
LOCKHEED MARTIN CORP		United StatesCOM18,6260-18,626$10,888,015$0-$10,888,0152025-01-31
Q4 2024OTIS
OTIS WORLDWIDE CORP		United StatesCOM103,5000-103,500$10,757,790$0-$10,757,7902025-01-31
Q4 2024PG
PROCTER AND GAMBLE CO		United StatesCOM61,5620-61,562$10,662,464$0-$10,662,4642025-01-31
Q4 2024STT
STATE STR CORP		United StatesCOM118,7640-118,764$10,507,051$0-$10,507,0512025-01-31
Q4 2024USB
US BANCORP DEL		United StatesCOM NEW226,2230-226,223$10,345,178$0-$10,345,1782025-01-31
Q4 2024JNJ
JOHNSON & JOHNSON		United StatesCOM61,6650-61,665$9,993,484$0-$9,993,4842025-01-31
Q4 2024KMB
KIMBERLY-CLARK CORP		United StatesCOM68,5590-68,559$9,754,575$0-$9,754,5752025-01-31
Q4 2024ABT
ABBOTT LABS		United StatesCOM84,7430-84,743$9,661,549$0-$9,661,5492025-01-31
Q4 2024SYY
SYSCO CORP		United StatesCOM123,3330-123,333$9,627,374$0-$9,627,3742025-01-31
Q4 2024MDT
MEDTRONIC PLC		IrelandSHS106,8620-106,862$9,620,786$0-$9,620,7862025-01-31
Q4 2024TGT
TARGET CORP		United StatesCOM60,1350-60,135$9,372,641$0-$9,372,6412025-01-31
Q4 2024PEP
PEPSICO INC		United StatesCOM54,8450-54,845$9,326,392$0-$9,326,3922025-01-31
Q4 2024PFE
PFIZER INC		United StatesCOM259,2030-259,203$7,501,335$0-$7,501,3352025-01-31
Q4 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW3,0480-3,048$1,402,872$0-$1,402,8722025-01-31
Q4 2024MRK
MERCK & CO INC		United StatesCOM12,2620-12,262$1,392,473$0-$1,392,4732025-01-31
Q4 2024WMT
WALMART INC		United StatesCOM16,9860-16,986$1,371,620$0-$1,371,6202025-01-31
Q4 2024IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM5,2040-5,204$1,150,500$0-$1,150,5002025-01-31
Q4 2024COST
COSTCO WHSL CORP NEW		United StatesCOM1,1890-1,189$1,054,072$0-$1,054,0722025-01-31
Q4 2024HD
HOME DEPOT INC		United StatesCOM1,7700-1,770$717,204$0-$717,2042025-01-31
Q4 2024SBUX
STARBUCKS CORP		United StatesCOM7,0670-7,067$688,962$0-$688,9622025-01-31
Q4 2024GBCI
GLACIER BANCORP INC NEW		United StatesCOM14,8310-14,831$677,777$0-$677,7772025-01-31
Q4 2024MDU
MDU RES GROUP INC		United StatesCOM22,2040-22,204$608,612$0-$608,6122025-01-31
Q4 2024EBMT
EAGLE BANCORP MONT INC		United StatesCOM37,7690-37,769$596,373$0-$596,3732025-01-31
Q4 2024NVDA
NVIDIA CORPORATION		United StatesCOM4,1900-4,190$508,834$0-$508,8342025-01-31
Q4 2024AMZN
AMAZON COM INC		United StatesCOM2,4990-2,499$465,639$0-$465,6392025-01-31
Q4 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A2,8000-2,800$464,380$0-$464,3802025-01-31
Q4 2024KNF
KNIFE RIVER CORP		United StatesCOMMON STOCK4,5490-4,549$406,635$0-$406,6352025-01-31
Q4 2024CSL
CARLISLE COS INC		United StatesCOM8200-820$368,795$0-$368,7952025-01-31
Q4 2024MCD
MCDONALDS CORP		United StatesCOM1,0730-1,073$326,739$0-$326,7392025-01-31
Q4 2024FIBK
FIRST INTST BANCSYSTEM INC		United StatesCOM10,2100-10,210$313,243$0-$313,2432025-01-31
Q4 2024ORCL
ORACLE CORP		United StatesCOM1,7050-1,705$290,608$0-$290,6082025-01-31
Q4 2024META
META PLATFORMS INC		United StatesCL A4710-471$269,619$0-$269,6192025-01-31
Q4 2024ABBV
ABBVIE INC		United StatesCOM1,2750-1,275$251,787$0-$251,7872025-01-31
Q4 2024OKE
ONEOK INC NEW		United StatesCOM2,6560-2,656$242,041$0-$242,0412025-01-31
Q4 2024ECL
ECOLAB INC		United StatesCOM9030-903$230,563$0-$230,5632025-01-31
Q4 2024C
CITIGROUP INC		United StatesCOM NEW3,5850-3,585$224,421$0-$224,4212025-01-31
Q4 2024LLY
ELI LILLY & CO		United StatesCOM2520-252$222,825$0-$222,8252025-01-31
Q4 2024ADP
AUTOMATIC DATA PROCESSING IN		United StatesCOM8000-800$221,384$0-$221,3842025-01-31
Q4 2024GERN
GERON CORP		United StatesCOM20,9590-20,959$95,154$0-$95,1542025-01-31
Q3 2024AXP
AMERICAN EXPRESS CO		United StatesCOM9000-900$208,395$0-$208,3952024-10-04
Q2 2024BA
BOEING CO		United StatesCOM1,1440-1,144$220,781$0-$220,7812024-07-12
Q2 2024ADP
AUTOMATIC DATA PROCESSING IN		United StatesCOM8770-877$219,022$0-$219,0222024-07-12
Q2 2024AMD
ADVANCED MICRO DEVICES INC		United StatesCOM1,1510-1,151$207,744$0-$207,7442024-07-12
Q1 2024ALT
ALTIMMUNE INC		United StatesCOM NEW24,3500-24,350$273,938$0-$273,9382024-04-11

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