Aspen Investment Management Inc historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Aspen Investment Management Inc opened 124 positions, added to 540, reduced 753 and sold out of 102.
- Q4 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 15,135.
- Q4 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 11,526.
- Q4 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 5,310.
- Q4 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 17,067.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1541596), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-20); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-29); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-23); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-20); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-01); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-27); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). 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 2011-12-31. 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 |
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| Q4 2025 | AAPL
APPLE INC | United States | COM | 15,135 | 43,375 | +28,240 | $3,854 | $11,792 | +$7,938 | 2026-02-06 |
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| Q4 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 11,526 | 20,890 | +9,364 | $2,802 | $6,538 | +$3,736 | 2026-02-06 |
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| Q4 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 5,310 | 22,497 | +17,187 | $991 | $4,196 | +$3,205 | 2026-02-06 |
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| Q4 2025 | MSFT
MICROSOFT CORP | United States | COM | 17,067 | 23,944 | +6,877 | $8,840 | $11,580 | +$2,740 | 2026-02-06 |
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| Q4 2025 | LLY
ELI LILLY & CO | United States | COM | 1,267 | 3,155 | +1,888 | $967 | $3,390 | +$2,423 | 2026-02-06 |
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| Q4 2025 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 1,252 | 13,902 | +12,650 | $228 | $2,471 | +$2,243 | 2026-02-06 |
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| Q4 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 9,570 | 18,170 | +8,600 | $1,775 | $3,760 | +$1,985 | 2026-02-06 |
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| Q4 2025 | ABBV
ABBVIE INC | United States | COM | 5,730 | 12,777 | +7,047 | $1,327 | $2,919 | +$1,592 | 2026-02-06 |
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| Q4 2025 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 6,037 | 7,171 | +1,134 | $4,808 | $6,303 | +$1,495 | 2026-02-06 |
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| Q4 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 7,460 | 15,987 | +8,527 | $1,146 | $2,291 | +$1,145 | 2026-02-06 |
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| Q4 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 3,881 | 6,143 | +2,262 | $945 | $1,928 | +$983 | 2026-02-06 |
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| Q4 2025 | AMZN
AMAZON COM INC | United States | COM | 14,573 | 17,863 | +3,290 | $3,200 | $4,123 | +$923 | 2026-02-06 |
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| Q4 2025 | ABT
ABBOTT LABS | United States | COM | 5,738 | 13,258 | +7,520 | $769 | $1,661 | +$892 | 2026-02-06 |
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| Q4 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 18,316 | 20,670 | +2,354 | $5,777 | $6,660 | +$883 | 2026-02-06 |
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| Q4 2025 | AMGN
AMGEN INC | United States | COM | 5,709 | 7,451 | +1,742 | $1,611 | $2,439 | +$828 | 2026-02-06 |
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| Q4 2025 | KO
COCA COLA CO | United States | COM | 9,727 | 21,040 | +11,313 | $645 | $1,471 | +$826 | 2026-02-06 |
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| Q4 2025 | CAT
CATERPILLAR INC | United States | COM | 2,930 | 3,867 | +937 | $1,398 | $2,215 | +$817 | 2026-02-06 |
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| Q4 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 543 | 1,494 | +951 | $503 | $1,288 | +$785 | 2026-02-06 |
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| Q4 2025 | GLW
CORNING INC | United States | COM | 27,203 | 33,026 | +5,823 | $2,231 | $2,892 | +$661 | 2026-02-06 |
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| Q4 2025 | PEP
PEPSICO INC | United States | COM | 12,376 | 16,131 | +3,755 | $1,738 | $2,315 | +$577 | 2026-02-06 |
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| Q4 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 6,518 | 7,111 | +593 | $2,317 | $2,818 | +$501 | 2026-02-06 |
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| Q4 2025 | SYK
STRYKER CORPORATION | United States | COM | 5,220 | 6,823 | +1,603 | $1,930 | $2,398 | +$468 | 2026-02-06 |
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| Q4 2025 | SLV
ISHARES SILVER TR | United States | ISHARES | 9,719 | 13,034 | +3,315 | $412 | $840 | +$428 | 2026-02-06 |
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| Q4 2025 | META
META PLATFORMS INC | United States | CL A | 431 | 1,046 | +615 | $317 | $690 | +$373 | 2026-02-06 |
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| Q4 2025 | CSCO
CISCO SYS INC | United States | COM | 21,308 | 23,521 | +2,213 | $1,458 | $1,812 | +$354 | 2026-02-06 |
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| Q4 2025 | CVX
CHEVRON CORP NEW | United States | COM | 9,938 | 12,381 | +2,443 | $1,543 | $1,887 | +$344 | 2026-02-06 |
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| Q4 2025 | ORCL
ORACLE CORP | United States | COM | 2,989 | 5,870 | +2,881 | $841 | $1,144 | +$303 | 2026-02-06 |
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| Q4 2025 | HD
HOME DEPOT INC | United States | COM | 6,154 | 6,392 | +238 | $2,493 | $2,199 | -$294 | 2026-02-06 |
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| Q4 2025 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 6,939 | 10,664 | +3,725 | $313 | $575 | +$262 | 2026-02-06 |
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| Q4 2025 | MDT
MEDTRONIC PLC | Ireland | SHS | 3,989 | 6,659 | +2,670 | $380 | $640 | +$260 | 2026-02-06 |
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| Q4 2025 | GE
GE AEROSPACE | United States | COM NEW | 2,419 | 3,110 | +691 | $728 | $958 | +$230 | 2026-02-06 |
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| Q4 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 15,109 | 16,029 | +920 | $1,703 | $1,929 | +$226 | 2026-02-06 |
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| Q4 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 2,951 | 3,166 | +215 | $477 | $678 | +$201 | 2026-02-06 |
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| Q4 2025 | TT
TRANE TECHNOLOGIES PLC | | SHS | 5,222 | 5,258 | +36 | $2,203 | $2,046 | -$157 | 2026-02-06 |
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| Q4 2025 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 6,960 | 7,122 | +162 | $1,964 | $2,110 | +$146 | 2026-02-06 |
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| Q4 2025 | SCHW
SCHWAB CHARLES CORP | United States | COM | 24,364 | 24,721 | +357 | $2,326 | $2,470 | +$144 | 2026-02-06 |
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| Q4 2025 | AVGO
BROADCOM INC | United States | COM | 2,052 | 2,335 | +283 | $677 | $808 | +$131 | 2026-02-06 |
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| Q4 2025 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 10,231 | 10,381 | +150 | $796 | $885 | +$89 | 2026-02-06 |
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| Q4 2025 | V
VISA INC | United States | COM CL A | 7,303 | 7,361 | +58 | $2,493 | $2,581 | +$88 | 2026-02-06 |
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| Q4 2025 | PWR
QUANTA SVCS INC | United States | COM | 3,518 | 3,593 | +75 | $1,458 | $1,516 | +$58 | 2026-02-06 |
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| Q4 2025 | WMB
WILLIAMS COS INC | United States | COM | 22,354 | 22,615 | +261 | $1,416 | $1,359 | -$57 | 2026-02-06 |
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| Q4 2025 | AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 7,124 | 7,147 | +23 | $559 | $611 | +$52 | 2026-02-06 |
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| Q4 2025 | HCA
HCA HEALTHCARE INC | United States | COM | 699 | 749 | +50 | $298 | $350 | +$52 | 2026-02-06 |
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| Q4 2025 | GEV
GE VERNOVA INC | United States | COM | 505 | 523 | +18 | $311 | $342 | +$31 | 2026-02-06 |
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| Q4 2025 | SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 1,595 | 1,630 | +35 | $237 | $262 | +$25 | 2026-02-06 |
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| Q4 2025 | WM
WASTE MGMT INC DEL | United States | COM | 8,714 | 8,859 | +145 | $1,924 | $1,946 | +$22 | 2026-02-06 |
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| Q4 2025 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 11,214 | 11,694 | +480 | $1,095 | $1,115 | +$20 | 2026-02-06 |
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| Q4 2025 | SNOW
SNOWFLAKE INC | United States | COM SHS | 1,105 | 1,211 | +106 | $249 | $266 | +$17 | 2026-02-06 |
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| Q4 2025 | MTZ
MASTEC INC | United States | COM | 1,645 | 1,670 | +25 | $350 | $363 | +$13 | 2026-02-06 |
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| Q4 2025 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 7,836 | 7,837 | +1 | $659 | $666 | +$7 | 2026-02-06 |
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