American Investment Services, Inc. historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, American Investment Services, Inc. opened 76 positions, added to 261, reduced 327 and sold out of 54.
- Q2 2026: Stock FLEX; Country of operation —; Class ORD; Shares before 0.
- Q2 2026: Stock GEV; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock SBAC; Country of operation United States; Class CL A; Shares before 0.
- Q2 2026: Stock ESS; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1369913), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-03-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-28); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-08); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-17); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-05); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-22); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-24); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-08); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-16). 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 2006-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | FLEX
FLEX LTD | | ORD | 0 | 1,766 | +1,766 | $0 | $286,216 | +$286,216 | 2026-08-12 |
|---|
| Q2 2026 | GEV
GE VERNOVA INC | United States | COM | 0 | 229 | +229 | $0 | $269,043 | +$269,043 | 2026-08-12 |
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| Q2 2026 | SBAC
SBA COMMUNICATIONS CORP | United States | CL A | 0 | 1,146 | +1,146 | $0 | $202,224 | +$202,224 | 2026-08-12 |
|---|
| Q2 2026 | ESS
ESSEX PPTY TR INC | United States | COM | 0 | 692 | +692 | $0 | $201,781 | +$201,781 | 2026-08-12 |
|---|
| Q1 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 0 | 3,802 | +3,802 | $0 | $1,028,784 | +$1,028,784 | 2026-05-13 |
|---|
| Q1 2026 | IBKR
INTERACTIVE BROKERS GROUP IN | United States | COM CL A | 0 | 10,000 | +10,000 | $0 | $670,700 | +$670,700 | 2026-05-13 |
|---|
| Q1 2026 | NKE
NIKE INC | United States | CL B | 0 | 9,758 | +9,758 | $0 | $515,418 | +$515,418 | 2026-05-13 |
|---|
| Q1 2026 | AMZN
AMAZON COM INC | United States | COM | 0 | 1,590 | +1,590 | $0 | $331,150 | +$331,150 | 2026-05-13 |
|---|
| Q1 2026 | HONZZZZ
HONEYWELL INTL INC | | COM | 0 | 1,200 | +1,200 | $0 | $271,236 | +$271,236 | 2026-05-13 |
|---|
| Q4 2025 | KO
COCA COLA CO | United States | COM | 0 | 7,158 | +7,158 | $0 | $500,416 | +$500,416 | 2026-02-13 |
|---|
| Q4 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 0 | 1,018 | +1,018 | $0 | $218,015 | +$218,015 | 2026-02-13 |
|---|
| Q3 2025 | CAT
CATERPILLAR INC | United States | COM | 0 | 428 | +428 | $0 | $204,221 | +$204,221 | 2025-11-13 |
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| Q2 2025 | TEL
TE CONNECTIVITY PLC | | ORD SHS | 0 | 1,391 | +1,391 | $0 | $234,620 | +$234,620 | 2025-08-13 |
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| Q1 2025 | ESS
ESSEX PPTY TR INC | United States | COM | 0 | 692 | +692 | $0 | $212,147 | +$212,147 | 2025-05-13 |
|---|
| Q4 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 0 | 10,106 | +10,106 | $0 | $1,461,531 | +$1,461,531 | 2025-03-03 |
|---|
| Q4 2024 | AMGN
AMGEN INC | United States | COM | 0 | 1,979 | +1,979 | $0 | $515,807 | +$515,807 | 2025-03-03 |
|---|
| Q4 2024 | PFE
PFIZER INC | United States | COM | 0 | 14,002 | +14,002 | $0 | $371,484 | +$371,484 | 2025-03-03 |
|---|
| Q3 2024 | CSCO
CISCO SYS INC | United States | COM | 0 | 8,926 | +8,926 | $0 | $475,042 | +$475,042 | 2024-11-14 |
|---|
| Q3 2024 | TEL
TE CONNECTIVITY PLC | | ORD SHS | 0 | 1,829 | +1,829 | $0 | $276,161 | +$276,161 | 2024-11-14 |
|---|
| Q3 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 0 | 400 | +400 | $0 | $233,945 | +$233,945 | 2024-11-14 |
|---|
| Q3 2024 | MAA
MID-AMER APT CMNTYS INC | United States | COM | 0 | 1,326 | +1,326 | $0 | $210,702 | +$210,702 | 2024-11-14 |
|---|
| Q3 2024 | ESS
ESSEX PPTY TR INC | United States | COM | 0 | 692 | +692 | $0 | $204,431 | +$204,431 | 2024-11-14 |
|---|
| Q3 2024 | WMT
WALMART INC | United States | COM | 0 | 2,496 | +2,496 | $0 | $201,552 | +$201,552 | 2024-11-14 |
|---|
| Q2 2024 | SOLV
SOLVENTUM CORP | United States | COM SHS | 0 | 16,865 | +16,865 | $0 | $891,822 | +$891,822 | 2024-08-14 |
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| Q2 2024 | IRM
IRON MTN INC DEL | United States | COM | 0 | 3,103 | +3,103 | $0 | $278,091 | +$278,091 | 2024-08-14 |
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| Q1 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 0 | 2,068 | +2,068 | $0 | $373,254 | +$373,254 | 2024-05-13 |
|---|
| Q1 2024 | MRK
MERCK & CO INC | United States | COM | 0 | 2,290 | +2,290 | $0 | $302,166 | +$302,166 | 2024-05-13 |
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| Q1 2024 | GE
GENERAL ELECTRIC CO | United States | COM NEW | 0 | 1,613 | +1,613 | $0 | $283,130 | +$283,130 | 2024-05-13 |
|---|
| Q1 2024 | HIG
HARTFORD FINL SVCS GROUP INC | United States | COM | 0 | 2,423 | +2,423 | $0 | $249,691 | +$249,691 | 2024-05-13 |
|---|
| Q1 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 0 | 910 | +910 | $0 | $227,264 | +$227,264 | 2024-05-13 |
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| Q1 2024 | JCI
JOHNSON CTLS INTL PLC | | SHS | 0 | 3,130 | +3,130 | $0 | $204,452 | +$204,452 | 2024-05-13 |
|---|
| Q3 2016 | PG
PROCTER AND GAMBLE CO | United States | COM | 0 | 3,843 | +3,843 | $0 | $345,000 | +$345,000 | 2016-10-28 |
|---|
| Q3 2016 | CL
COLGATE PALMOLIVE CO | United States | COM | 0 | 4,582 | +4,582 | $0 | $340,000 | +$340,000 | 2016-10-28 |
|---|
| Q3 2016 | NEE
NEXTERA ENERGY INC | United States | COM | 0 | 2,320 | +2,320 | $0 | $284,000 | +$284,000 | 2016-10-28 |
|---|
| Q3 2016 | SLB
SCHLUMBERGER LTD | | COM | 0 | 3,558 | +3,558 | $0 | $280,000 | +$280,000 | 2016-10-28 |
|---|
| Q3 2016 | DE
DEERE & CO | United States | COM | 0 | 2,720 | +2,720 | $0 | $232,000 | +$232,000 | 2016-10-28 |
|---|
| Q2 2016 | AAPL
APPLE INC | United States | COM | 0 | 38,464 | +38,464 | $0 | $3,677,000 | +$3,677,000 | 2016-08-15 |
|---|
| Q2 2016 | MDLZ
MONDELEZ INTL INC | United States | CL A | 0 | 45,897 | +45,897 | $0 | $2,089,000 | +$2,089,000 | 2016-08-15 |
|---|
| Q2 2016 | KHC
KRAFT HEINZ CO | United States | COM | 0 | 15,866 | +15,866 | $0 | $1,404,000 | +$1,404,000 | 2016-08-15 |
|---|
| Q2 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 0 | 1,926 | +1,926 | $0 | $1,355,000 | +$1,355,000 | 2016-08-15 |
|---|
| Q2 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 0 | 1,954 | +1,954 | $0 | $1,352,000 | +$1,352,000 | 2016-08-15 |
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| Q2 2016 | ARE
ALEXANDRIA REAL ESTATE EQ IN | United States | COM | 0 | 2,048 | +2,048 | $0 | $212,000 | +$212,000 | 2016-08-15 |
|---|
| Q1 2016 | DIS
DISNEY WALT CO | United States | COM DISNEY | 0 | 15,069 | +15,069 | $0 | $1,496,000 | +$1,496,000 | 2016-05-12 |
|---|
| Q1 2016 | AEE
AMEREN CORP | United States | COM | 0 | 21,780 | +21,780 | $0 | $1,091,000 | +$1,091,000 | 2016-05-12 |
|---|
| Q1 2016 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 6,620 | +6,620 | $0 | $939,000 | +$939,000 | 2016-05-12 |
|---|
| Q1 2016 | HD
HOME DEPOT INC | United States | COM | 0 | 1,685 | +1,685 | $0 | $225,000 | +$225,000 | 2016-05-12 |
|---|
| Q1 2016 | MRK
MERCK & CO INC NEW | United States | COM | 0 | 4,100 | +4,100 | $0 | $217,000 | +$217,000 | 2016-05-12 |
|---|
| Q1 2016 | REG
REGENCY CTRS CORP | United States | COM | 0 | 2,836 | +2,836 | $0 | $212,000 | +$212,000 | 2016-05-12 |
|---|
| Q1 2016 | CSCO
CISCO SYS INC | United States | COM | 0 | 7,421 | +7,421 | $0 | $211,000 | +$211,000 | 2016-05-12 |
|---|
| Q4 2015 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 0 | 12,291 | +12,291 | $0 | $1,691,000 | +$1,691,000 | 2016-02-10 |
|---|
| Q4 2015 | AVA
AVISTA CORP | United States | COM | 0 | 29,192 | +29,192 | $0 | $1,033,000 | +$1,033,000 | 2016-02-10 |
|---|
| Q4 2015 | NJR
NEW JERSEY RES | United States | COM | 0 | 25,571 | +25,571 | $0 | $843,000 | +$843,000 | 2016-02-10 |
|---|
| Q4 2015 | ES
EVERSOURCE ENERGY | United States | COM | 0 | 16,408 | +16,408 | $0 | $838,000 | +$838,000 | 2016-02-10 |
|---|
| Q4 2015 | WEC
WEC ENERGY GROUP INC | United States | COM | 0 | 16,187 | +16,187 | $0 | $831,000 | +$831,000 | 2016-02-10 |
|---|
| Q4 2015 | CWT
CALIFORNIA WTR SVC GROUP | United States | COM | 0 | 35,393 | +35,393 | $0 | $824,000 | +$824,000 | 2016-02-10 |
|---|
| Q4 2015 | TXNM
PNM RES INC | United States | COM | 0 | 25,854 | +25,854 | $0 | $790,000 | +$790,000 | 2016-02-10 |
|---|
| Q4 2015 | IDA
IDACORP INC | United States | COM | 0 | 11,046 | +11,046 | $0 | $751,000 | +$751,000 | 2016-02-10 |
|---|
| Q4 2015 | CPT
CAMDEN PPTY TR | United States | SH BEN INT | 0 | 2,611 | +2,611 | $0 | $200,000 | +$200,000 | 2016-02-10 |
|---|
| Q3 2015 | EXR
EXTRA SPACE STORAGE INC | United States | COM | 0 | 2,713 | +2,713 | $0 | $209,000 | +$209,000 | 2015-11-12 |
|---|
| Q2 2015 | CAT
CATERPILLAR INC DEL | United States | COM | 0 | 14,603 | +14,603 | $0 | $1,239,000 | +$1,239,000 | 2015-07-08 |
|---|
| Q2 2015 | XOMXXXX
EXXON MOBIL CORP | | COM | 0 | 10,987 | +10,987 | $0 | $914,000 | +$914,000 | 2015-07-08 |
|---|
| Q2 2015 | MMM
3M CO | United States | COM | 0 | 4,200 | +4,200 | $0 | $648,000 | +$648,000 | 2015-07-08 |
|---|
| Q2 2015 | PEP
PEPSICO INC | United States | COM | 0 | 5,234 | +5,234 | $0 | $489,000 | +$489,000 | 2015-07-08 |
|---|
| Q2 2015 | LLY
LILLY ELI & CO | United States | COM | 0 | 5,000 | +5,000 | $0 | $417,000 | +$417,000 | 2015-07-08 |
|---|
| Q2 2015 | KO
COCA COLA CO | United States | COM | 0 | 9,400 | +9,400 | $0 | $369,000 | +$369,000 | 2015-07-08 |
|---|
| Q2 2015 | MUR
MURPHY OIL CORP | United States | COM | 0 | 6,400 | +6,400 | $0 | $266,000 | +$266,000 | 2015-07-08 |
|---|
| Q2 2015 | DTE
DTE ENERGY CO | United States | COM | 0 | 2,691 | +2,691 | $0 | $201,000 | +$201,000 | 2015-07-08 |
|---|
| Q3 2014 | DLR
DIGITAL RLTY TR INC | United States | COM | 0 | 3,287 | +3,287 | $0 | $205,000 | +$205,000 | 2014-10-21 |
|---|
| Q2 2014 | XEL
XCEL ENERGY INC | United States | COM | 0 | 36,353 | +36,353 | $0 | $1,172,000 | +$1,172,000 | 2014-07-22 |
|---|
| Q2 2014 | ESS
ESSEX PPTY TR INC | United States | COM | 0 | 1,585 | +1,585 | $0 | $293,000 | +$293,000 | 2014-07-22 |
|---|
| Q2 2014 | O
REALTY INCOME CORP | United States | COM | 0 | 5,664 | +5,664 | $0 | $252,000 | +$252,000 | 2014-07-22 |
|---|
| Q1 2014 | CVX
CHEVRON CORP NEW | United States | COM | 0 | 9,449 | +9,449 | $0 | $1,124,000 | +$1,124,000 | 2014-04-24 |
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| Q1 2014 | MCD
MCDONALDS CORP | United States | COM | 0 | 10,576 | +10,576 | $0 | $1,037,000 | +$1,037,000 | 2014-04-24 |
|---|
| Q1 2014 | CSCO
CISCO SYS INC | United States | COM | 0 | 44,900 | +44,900 | $0 | $1,006,000 | +$1,006,000 | 2014-04-24 |
|---|
| Q1 2014 | KIM
KIMCO RLTY CORP | United States | COM | 0 | 9,687 | +9,687 | $0 | $212,000 | +$212,000 | 2014-04-24 |
|---|
| Q1 2014 | MAC
MACERICH CO | United States | COM | 0 | 3,237 | +3,237 | $0 | $202,000 | +$202,000 | 2014-04-24 |
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