ARGUS INVESTORS' COUNSEL, INC. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, ARGUS INVESTORS' COUNSEL, INC. opened 74 positions, added to 364, reduced 929 and sold out of 62.
- Q2 2026: Stock AMAT; Country of operation United States; Class COM; Shares before 10,838.
- Q2 2026: Stock URI; Country of operation United States; Class COM; Shares before 3,291.
- Q2 2026: Stock PWR; Country of operation United States; Class COM; Shares before 7,756.
- Q2 2026: Stock PANW; Country of operation United States; Class COM; Shares before 6,416.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 7195), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-02); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-25); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-25); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-27); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-22); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-21); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-21); 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 1999-03-31. 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 |
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| Q2 2026 | AMAT
Applied Materials Inc | United States | COM | 10,838 | 10,528 | -310 | $3,704,452 | $7,611,756 | +$3,907,304 | 2026-07-31 |
|---|
| Q2 2026 | URI
United Rentals Inc | United States | COM | 3,291 | 3,196 | -95 | $2,397,425 | $3,620,303 | +$1,222,878 | 2026-07-31 |
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| Q2 2026 | PWR
Quanta Services Inc | United States | COM | 7,756 | 7,443 | -313 | $4,258,092 | $5,359,117 | +$1,101,025 | 2026-07-31 |
|---|
| Q2 2026 | PANW
Palo Alto Networks | United States | COM | 6,416 | 6,185 | -231 | $1,028,613 | $2,109,209 | +$1,080,596 | 2026-07-31 |
|---|
| Q2 2026 | LLY
Eli Lilly and Company | United States | COM | 4,063 | 3,987 | -76 | $3,737,320 | $4,781,811 | +$1,044,491 | 2026-07-31 |
|---|
| Q2 2026 | GOOGL
Alphabet Inc | United States | COM | 15,901 | 15,356 | -545 | $4,572,387 | $5,487,929 | +$915,542 | 2026-07-31 |
|---|
| Q2 2026 | ADI
Analog Devices Inc | United States | COM | 12,290 | 11,932 | -358 | $3,909,855 | $4,738,921 | +$829,066 | 2026-07-31 |
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| Q2 2026 | LRCX
Lam Research Corp | United States | COM | 3,127 | 3,104 | -23 | $668,115 | $1,345,056 | +$676,941 | 2026-07-31 |
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| Q2 2026 | SNOW
Snowflake Inc | United States | COM | 6,610 | 6,448 | -162 | $996,920 | $1,641,016 | +$644,096 | 2026-07-31 |
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| Q2 2026 | NVDA
Nvidia Corp | United States | COM | 28,474 | 27,799 | -675 | $4,965,940 | $5,562,247 | +$596,307 | 2026-07-31 |
|---|
| Q2 2026 | ANET
Arista Networks Inc | United States | COM | 13,458 | 13,108 | -350 | $1,652,373 | $2,226,787 | +$574,414 | 2026-07-31 |
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| Q2 2026 | TT
Trane Technologies plc | | COM | 7,815 | 7,618 | -197 | $3,256,919 | $3,741,769 | +$484,850 | 2026-07-31 |
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| Q2 2026 | AAPL
Apple Inc | United States | COM | 16,383 | 15,813 | -570 | $4,157,726 | $4,575,742 | +$418,016 | 2026-07-31 |
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| Q2 2026 | COST
Costco Wholesale Corp | United States | COM | 4,343 | 4,244 | -99 | $4,327,378 | $3,969,743 | -$357,635 | 2026-07-31 |
|---|
| Q2 2026 | SCHW
Schwab Charles Corp | United States | COM | 27,907 | 24,598 | -3,309 | $2,622,738 | $2,269,695 | -$353,043 | 2026-07-31 |
|---|
| Q2 2026 | JPM
JPMorgan Chase & Co | United States | COM | 13,823 | 13,476 | -347 | $4,066,292 | $4,410,970 | +$344,678 | 2026-07-31 |
|---|
| Q2 2026 | AMZN
Amazon.com Inc | United States | COM | 12,091 | 11,769 | -322 | $2,518,271 | $2,805,113 | +$286,842 | 2026-07-31 |
|---|
| Q2 2026 | GE
GE Aerospace | United States | COM | 3,086 | 3,067 | -19 | $875,714 | $1,146,230 | +$270,516 | 2026-07-31 |
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| Q2 2026 | V
Visa Inc | United States | COM | 8,053 | 7,810 | -243 | $2,434,073 | $2,679,515 | +$245,442 | 2026-07-31 |
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| Q2 2026 | AVGO
Broadcom Inc | United States | COM | 3,677 | 3,645 | -32 | $1,138,068 | $1,376,899 | +$238,831 | 2026-07-31 |
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| Q2 2026 | SYK
Stryker Corp | United States | COM | 1,269 | 742 | -527 | $416,981 | $233,611 | -$183,370 | 2026-07-31 |
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| Q2 2026 | DASH
DoorDash Inc | United States | COM | 5,348 | 5,188 | -160 | $803,002 | $957,342 | +$154,340 | 2026-07-31 |
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| Q2 2026 | BNY
Bank of New York Mellon Corp | United States | COM | 6,151 | 6,112 | -39 | $729,693 | $883,856 | +$154,163 | 2026-07-31 |
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| Q2 2026 | GLW
Corning Inc | United States | COM | 2,810 | 2,094 | -716 | $382,076 | $534,870 | +$152,794 | 2026-07-31 |
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| Q2 2026 | STT
State Street Corporation | United States | COM | 3,451 | 3,438 | -13 | $436,759 | $583,085 | +$146,326 | 2026-07-31 |
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| Q2 2026 | META
Meta Platforms Inc | United States | COM | 5,967 | 5,815 | -152 | $3,413,760 | $3,275,394 | -$138,366 | 2026-07-31 |
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| Q2 2026 | TRGP
Targa Resources Corp | United States | COM | 8,375 | 8,333 | -42 | $2,099,817 | $2,234,401 | +$134,584 | 2026-07-31 |
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| Q2 2026 | AXP
American Express Co | United States | COM | 3,471 | 3,466 | -5 | $1,049,908 | $1,172,374 | +$122,466 | 2026-07-31 |
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| Q2 2026 | AMGN
Amgen Inc | United States | COM | 1,951 | 1,567 | -384 | $686,459 | $567,442 | -$119,017 | 2026-07-31 |
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| Q2 2026 | SPGI
S&P Global Inc | United States | COM | 4,225 | 4,124 | -101 | $1,797,039 | $1,679,570 | -$117,469 | 2026-07-31 |
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| Q2 2026 | HWM
Howmet Aerospace Inc | United States | COM | 2,454 | 2,436 | -18 | $565,549 | $654,943 | +$89,394 | 2026-07-31 |
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| Q2 2026 | WMT
Walmart Inc | United States | COM | 7,801 | 7,773 | -28 | $969,508 | $880,370 | -$89,138 | 2026-07-31 |
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| Q2 2026 | MAR
Marriott International | United States | COM | 1,055 | 730 | -325 | $345,059 | $270,531 | -$74,528 | 2026-07-31 |
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| Q2 2026 | CSCO
Cisco Systems Inc | United States | COM | 4,156 | 3,366 | -790 | $322,464 | $395,370 | +$72,906 | 2026-07-31 |
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| Q2 2026 | MCK
McKesson Corp | United States | COM | 629 | 625 | -4 | $544,311 | $472,250 | -$72,061 | 2026-07-31 |
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| Q2 2026 | ORCL
Oracle Corp | United States | COM | 14,990 | 14,585 | -405 | $2,205,233 | $2,137,361 | -$67,872 | 2026-07-31 |
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| Q2 2026 | NUE
Nucor Corp | United States | COM | 2,290 | 1,470 | -820 | $387,239 | $327,442 | -$59,797 | 2026-07-31 |
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| Q2 2026 | BLK
BlackRock Inc | United States | COM | 2,449 | 2,392 | -57 | $2,355,442 | $2,300,327 | -$55,115 | 2026-07-31 |
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| Q2 2026 | DXCM
DexCom Inc | United States | COM | 18,348 | 17,876 | -472 | $1,152,254 | $1,203,949 | +$51,695 | 2026-07-31 |
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| Q2 2026 | PH
Parker-Hannifin Corp | United States | COM | 691 | 683 | -8 | $618,611 | $668,056 | +$49,445 | 2026-07-31 |
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| Q2 2026 | MS
Morgan Stanley | United States | COM | 2,150 | 1,460 | -690 | $353,825 | $305,198 | -$48,627 | 2026-07-31 |
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| Q2 2026 | ATO
Atmos Energy Corp | United States | COM | 2,759 | 2,758 | -1 | $509,642 | $475,121 | -$34,521 | 2026-07-31 |
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| Q2 2026 | GD
General Dynamics Corp | United States | COM | 5,193 | 5,106 | -87 | $1,782,341 | $1,808,771 | +$26,430 | 2026-07-31 |
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| Q2 2026 | CAT
Caterpillar Inc | United States | COM | 465 | 330 | -135 | $329,434 | $351,417 | +$21,983 | 2026-07-31 |
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| Q2 2026 | RJF
Raymond James Financial Inc | United States | COM | 2,724 | 2,723 | -1 | $394,408 | $413,978 | +$19,570 | 2026-07-31 |
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| Q2 2026 | MA
Mastercard Inc | United States | COM | 1,527 | 1,522 | -5 | $763,059 | $781,779 | +$18,720 | 2026-07-31 |
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| Q2 2026 | TMO
Thermo Fisher Scientific | United States | COM | 931 | 928 | -3 | $457,614 | $465,262 | +$7,648 | 2026-07-31 |
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| Q2 2026 | WFC
Wells Fargo & Company | United States | COM | 30,355 | 29,328 | -1,027 | $2,416,576 | $2,423,677 | +$7,101 | 2026-07-31 |
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| Q2 2026 | MSFT
Microsoft Corp | United States | COM | 3,778 | 3,761 | -17 | $1,398,656 | $1,403,083 | +$4,427 | 2026-07-31 |
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| Q2 2026 | ECL
Ecolab Inc | United States | COM | 1,885 | 1,815 | -70 | $501,448 | $505,677 | +$4,229 | 2026-07-31 |
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| Q2 2026 | DHR
Danaher Corp | United States | COM | 2,106 | 2,098 | -8 | $399,298 | $399,627 | +$329 | 2026-07-31 |
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