BECKER CAPITAL MANAGEMENT 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, BECKER CAPITAL MANAGEMENT INC opened 159 positions, added to 962, reduced 1,486 and sold out of 108.
- Q2 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 362,463.
- Q2 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 652,495.
- Q2 2025: Stock JPM; Country of operation United States; Class COM; Shares before 377,503.
- Q2 2025: Stock GO; Country of operation United States; Class COM; Shares before 1,792,531.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 799004), 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 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-01); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-02); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-25); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-02); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-06); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-30); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-03); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). 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 |
|---|
| Q2 2025 | MSFT
MICROSOFT CORP | United States | COM | 362,463 | 361,555 | -908 | $136,065,056 | $179,841,166 | +$43,776,110 | 2025-08-14 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 652,495 | 628,239 | -24,256 | $144,938,811 | $128,895,864 | -$16,042,947 | 2025-08-14 |
|---|
| Q2 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 377,503 | 374,702 | -2,801 | $92,601,370 | $108,629,719 | +$16,028,349 | 2025-08-14 |
|---|
| Q2 2025 | GO
GROCERY OUTLET HLDG CORP | United States | COM | 1,792,531 | 776,285 | -1,016,246 | $25,059,584 | $9,641,460 | -$15,418,124 | 2025-08-14 |
|---|
| Q2 2025 | PFE
PFIZER INC | United States | COM | 914,000 | 379,966 | -534,034 | $23,160,769 | $9,210,376 | -$13,950,393 | 2025-08-14 |
|---|
| Q2 2025 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 87,705 | 87,360 | -345 | $47,912,156 | $61,828,769 | +$13,916,613 | 2025-08-14 |
|---|
| Q2 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 842,697 | 569,144 | -273,553 | $38,224,747 | $24,626,865 | -$13,597,882 | 2025-08-14 |
|---|
| Q2 2025 | SCHW
SCHWAB CHARLES CORP | United States | COM | 756,186 | 755,839 | -347 | $59,194,266 | $68,962,780 | +$9,768,514 | 2025-08-14 |
|---|
| Q2 2025 | FLEX
FLEX LTD | | ORD | 628,338 | 601,828 | -26,510 | $20,785,422 | $30,043,254 | +$9,257,832 | 2025-08-14 |
|---|
| Q2 2025 | NKE
NIKE INC | United States | CL B | 430,088 | 276,109 | -153,979 | $27,478,622 | $19,726,099 | -$7,752,523 | 2025-08-14 |
|---|
| Q2 2025 | TFX
TELEFLEX INCORPORATED | United States | COM | 88,042 | 47,953 | -40,089 | $12,166,524 | $5,675,718 | -$6,490,806 | 2025-08-14 |
|---|
| Q2 2025 | WMT
WALMART INC | United States | COM | 672,459 | 667,285 | -5,174 | $59,193,089 | $65,247,146 | +$6,054,057 | 2025-08-14 |
|---|
| Q2 2025 | BLK
BLACKROCK INC | United States | COM | 50,469 | 50,449 | -20 | $47,767,778 | $52,933,479 | +$5,165,701 | 2025-08-14 |
|---|
| Q2 2025 | CSCO
CISCO SYS INC | United States | COM | 712,630 | 706,534 | -6,096 | $43,976,377 | $49,019,306 | +$5,042,929 | 2025-08-14 |
|---|
| Q2 2025 | RTX
RTX CORPORATION | United States | COM | 379,987 | 371,017 | -8,970 | $50,333,114 | $54,175,951 | +$3,842,837 | 2025-08-14 |
|---|
| Q2 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 231,453 | 224,868 | -6,585 | $35,791,894 | $39,628,502 | +$3,836,608 | 2025-08-14 |
|---|
| Q2 2025 | MRK
MERCK & CO INC | United States | COM | 308,143 | 303,925 | -4,218 | $27,907,445 | $24,305,532 | -$3,601,913 | 2025-08-14 |
|---|
| Q2 2025 | CIEN
CIENA CORP | United States | COM NEW | 241,797 | 222,978 | -18,819 | $14,611,793 | $18,134,801 | +$3,523,008 | 2025-08-14 |
|---|
| Q2 2025 | AVGO
BROADCOM INC | United States | COM | 32,948 | 32,667 | -281 | $5,516,484 | $9,004,659 | +$3,488,175 | 2025-08-14 |
|---|
| Q2 2025 | AMGN
AMGEN INC | United States | COM | 89,297 | 89,218 | -79 | $27,820,368 | $24,910,632 | -$2,909,736 | 2025-08-14 |
|---|
| Q2 2025 | MCK
MCKESSON CORP | United States | COM | 83,948 | 80,958 | -2,990 | $56,555,826 | $59,381,961 | +$2,826,135 | 2025-08-14 |
|---|
| Q2 2025 | BAX
BAXTER INTL INC | United States | COM | 512,269 | 500,823 | -11,446 | $17,623,211 | $15,254,975 | -$2,368,236 | 2025-08-14 |
|---|
| Q2 2025 | WBD
WARNER BROS DISCOVERY INC | United States | COM SER A | 476,022 | 259,385 | -216,637 | $5,107,717 | $2,972,553 | -$2,135,164 | 2025-08-14 |
|---|
| Q2 2025 | TEL
TE CONNECTIVITY PLC | | ORD SHS | 110,255 | 105,021 | -5,234 | $15,581,237 | $17,713,893 | +$2,132,656 | 2025-08-14 |
|---|
| Q2 2025 | GD
GENERAL DYNAMICS CORP | United States | COM | 83,396 | 83,379 | -17 | $22,732,082 | $24,318,320 | +$1,586,238 | 2025-08-14 |
|---|
| Q2 2025 | ALL
ALLSTATE CORP | United States | COM | 194,538 | 193,366 | -1,172 | $40,477,708 | $39,120,486 | -$1,357,222 | 2025-08-14 |
|---|
| Q2 2025 | PHG
KONINKLIJKE PHILIPS N V | | NY REGIS SHS NEW | 913,327 | 911,455 | -1,872 | $23,198,506 | $21,856,691 | -$1,341,815 | 2025-08-14 |
|---|
| Q2 2025 | USB
US BANCORP DEL | United States | COM NEW | 555,733 | 545,790 | -9,943 | $23,741,079 | $24,969,242 | +$1,228,163 | 2025-08-14 |
|---|
| Q2 2025 | SBUX
STARBUCKS CORP | United States | COM | 80,023 | 72,289 | -7,734 | $7,849,457 | $6,623,842 | -$1,225,615 | 2025-08-14 |
|---|
| Q2 2025 | MS
MORGAN STANLEY | United States | COM NEW | 58,096 | 56,748 | -1,348 | $6,778,061 | $7,993,524 | +$1,215,463 | 2025-08-14 |
|---|
| Q2 2025 | BAC
BANK AMERICA CORP | United States | COM | 239,894 | 235,317 | -4,577 | $10,010,785 | $11,135,212 | +$1,124,427 | 2025-08-14 |
|---|
| Q2 2025 | NEM
NEWMONT CORP | United States | COM | 677,741 | 579,424 | -98,317 | $32,721,346 | $33,757,255 | +$1,035,909 | 2025-08-14 |
|---|
| Q2 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 26,664 | 26,510 | -154 | $25,218,202 | $26,243,496 | +$1,025,294 | 2025-08-14 |
|---|
| Q2 2025 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 44,243 | 42,811 | -1,432 | $13,805,586 | $12,795,780 | -$1,009,806 | 2025-08-14 |
|---|
| Q2 2025 | WY
WEYERHAEUSER CO MTN BE | United States | COM NEW | 153,527 | 135,701 | -17,826 | $4,495,271 | $3,486,159 | -$1,009,112 | 2025-08-14 |
|---|
| Q2 2025 | BX
BLACKSTONE INC | United States | COM | 92,301 | 91,881 | -420 | $12,901,834 | $13,743,560 | +$841,726 | 2025-08-14 |
|---|
| Q2 2025 | AZO
AUTOZONE INC | United States | COM | 7,960 | 7,953 | -7 | $30,349,729 | $29,523,366 | -$826,363 | 2025-08-14 |
|---|
| Q2 2025 | LW
LAMB WESTON HLDGS INC | United States | COM | 103,726 | 91,375 | -12,351 | $5,528,596 | $4,737,794 | -$790,802 | 2025-08-14 |
|---|
| Q2 2025 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 8,058 | 8,030 | -28 | $4,013,126 | $3,259,297 | -$753,829 | 2025-08-14 |
|---|
| Q2 2025 | KR
KROGER CO | United States | COM | 260,815 | 256,290 | -4,525 | $17,654,568 | $18,383,682 | +$729,114 | 2025-08-14 |
|---|
| Q2 2025 | TKR
TIMKEN CO | United States | COM | 224,607 | 213,805 | -10,802 | $16,142,506 | $15,511,553 | -$630,953 | 2025-08-14 |
|---|
| Q2 2025 | BLKB
BLACKBAUD INC | United States | COM | 92,933 | 80,800 | -12,133 | $5,766,493 | $5,188,168 | -$578,325 | 2025-08-14 |
|---|
| Q2 2025 | HOLX
HOLOGIC INC | United States | COM | 80,901 | 68,145 | -12,756 | $4,997,255 | $4,440,329 | -$556,926 | 2025-08-14 |
|---|
| Q2 2025 | SYY
SYSCO CORP | United States | COM | 474,151 | 462,590 | -11,561 | $35,580,292 | $35,036,567 | -$543,725 | 2025-08-14 |
|---|
| Q2 2025 | DGX
QUEST DIAGNOSTICS INC | United States | COM | 66,206 | 65,252 | -954 | $11,202,056 | $11,721,217 | +$519,161 | 2025-08-14 |
|---|
| Q2 2025 | COLM
COLUMBIA SPORTSWEAR CO | United States | COM | 34,481 | 34,348 | -133 | $2,609,867 | $2,097,976 | -$511,891 | 2025-08-14 |
|---|
| Q2 2025 | KMI
KINDER MORGAN INC DEL | United States | COM | 1,019,011 | 1,005,961 | -13,050 | $29,072,384 | $29,575,254 | +$502,870 | 2025-08-14 |
|---|
| Q2 2025 | MRSH
MARSH & MCLENNAN COS INC | United States | COM | 17,371 | 17,201 | -170 | $4,239,046 | $3,760,827 | -$478,219 | 2025-08-14 |
|---|
| Q2 2025 | O
REALTY INCOME CORP | United States | COM | 236,359 | 231,068 | -5,291 | $13,711,180 | $13,311,821 | -$399,359 | 2025-08-14 |
|---|
| Q2 2025 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 8,609 | 8,530 | -79 | $2,140,737 | $2,514,421 | +$373,684 | 2025-08-14 |
|---|
| Q2 2025 | ABBV
ABBVIE INC | United States | COM | 14,626 | 14,565 | -61 | $3,064,524 | $2,703,561 | -$360,963 | 2025-08-14 |
|---|
| Q2 2025 | ECL
ECOLAB INC | United States | COM | 40,979 | 37,316 | -3,663 | $10,415,770 | $10,078,484 | -$337,286 | 2025-08-14 |
|---|
| Q2 2025 | HPQ
HP INC | United States | COM | 55,816 | 50,339 | -5,477 | $1,561,699 | $1,245,861 | -$315,838 | 2025-08-14 |
|---|
| Q2 2025 | MDT
MEDTRONIC PLC | Ireland | SHS | 43,446 | 41,215 | -2,231 | $3,934,460 | $3,621,974 | -$312,486 | 2025-08-14 |
|---|
| Q2 2025 | ADBE
ADOBE INC | United States | COM | 16,200 | 15,258 | -942 | $6,213,186 | $5,903,016 | -$310,170 | 2025-08-14 |
|---|
| Q2 2025 | NXT
NEXTRACKER INC | United States | CLASS A COM | 40,424 | 36,906 | -3,518 | $1,703,468 | $2,006,580 | +$303,112 | 2025-08-14 |
|---|
| Q2 2025 | GILD
GILEAD SCIENCES INC | United States | COM | 9,199 | 6,579 | -2,620 | $1,030,748 | $729,414 | -$301,334 | 2025-08-14 |
|---|
| Q2 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 26,386 | 24,763 | -1,623 | $4,122,342 | $4,392,773 | +$270,431 | 2025-08-14 |
|---|
| Q2 2025 | UNP
UNION PAC CORP | United States | COM | 23,273 | 22,957 | -316 | $5,498,014 | $5,281,947 | -$216,067 | 2025-08-14 |
|---|
| Q2 2025 | CRM
SALESFORCE INC | United States | COM | 130,880 | 129,397 | -1,483 | $35,122,957 | $35,338,885 | +$215,928 | 2025-08-14 |
|---|
| Q2 2025 | CAT
CATERPILLAR INC | United States | COM | 7,536 | 6,956 | -580 | $2,485,373 | $2,700,389 | +$215,016 | 2025-08-14 |
|---|
| Q2 2025 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 8,476 | 8,446 | -30 | $618,110 | $824,077 | +$205,967 | 2025-08-14 |
|---|
| Q2 2025 | NOW
SERVICENOW INC | United States | COM | 924 | 914 | -10 | $735,634 | $939,666 | +$204,032 | 2025-08-14 |
|---|
| Q2 2025 | CVS
CVS HEALTH CORP | United States | COM | 27,713 | 24,368 | -3,345 | $1,877,556 | $1,680,905 | -$196,651 | 2025-08-14 |
|---|
| Q2 2025 | PEP
PEPSICO INC | United States | COM | 10,299 | 10,278 | -21 | $1,544,233 | $1,357,108 | -$187,125 | 2025-08-14 |
|---|
| Q2 2025 | EMR
EMERSON ELEC CO | United States | COM | 103,422 | 86,437 | -16,985 | $11,339,189 | $11,524,646 | +$185,457 | 2025-08-14 |
|---|
| Q2 2025 | MU
MICRON TECHNOLOGY INC | United States | COM | 6,186 | 5,820 | -366 | $538,213 | $717,315 | +$179,102 | 2025-08-14 |
|---|
| Q2 2025 | PSX
PHILLIPS 66 | United States | COM | 20,371 | 19,758 | -613 | $2,515,412 | $2,357,130 | -$158,282 | 2025-08-14 |
|---|
| Q2 2025 | BA
BOEING CO | United States | COM | 4,031 | 4,029 | -2 | $687,563 | $844,290 | +$156,727 | 2025-08-14 |
|---|
| Q2 2025 | CP
CANADIAN PACIFIC KANSAS CITY | | COM | 15,237 | 15,213 | -24 | $1,071,879 | $1,208,461 | +$136,582 | 2025-08-14 |
|---|
| Q2 2025 | MGA
MAGNA INTL INC | | COM | 20,106 | 14,277 | -5,829 | $683,403 | $551,235 | -$132,168 | 2025-08-14 |
|---|
| Q2 2025 | VTR
VENTAS INC | United States | COM | 14,824 | 14,261 | -563 | $1,020,100 | $901,365 | -$118,735 | 2025-08-14 |
|---|
| Q2 2025 | IMAX
IMAX CORP | | COM | 86,200 | 84,780 | -1,420 | $2,271,370 | $2,370,449 | +$99,079 | 2025-08-14 |
|---|
| Q2 2025 | CCI
CROWN CASTLE INC | United States | COM | 17,575 | 16,885 | -690 | $1,831,843 | $1,734,597 | -$97,246 | 2025-08-14 |
|---|
| Q2 2025 | TGT
TARGET CORP | United States | COM | 5,242 | 4,661 | -581 | $547,056 | $459,808 | -$87,248 | 2025-08-14 |
|---|
| Q2 2025 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 12,812 | 8,562 | -4,250 | $1,081,333 | $1,167,172 | +$85,839 | 2025-08-14 |
|---|
| Q2 2025 | POR
PORTLAND GEN ELEC CO | United States | COM NEW | 12,594 | 11,912 | -682 | $567,990 | $490,239 | -$77,751 | 2025-08-14 |
|---|
| Q2 2025 | CMCSA
COMCAST CORP NEW | United States | CL A | 13,299 | 11,604 | -1,695 | $490,734 | $414,147 | -$76,587 | 2025-08-14 |
|---|
| Q2 2025 | F
FORD MTR CO | United States | COM | 19,733 | 12,383 | -7,350 | $197,922 | $134,356 | -$63,566 | 2025-08-14 |
|---|
| Q2 2025 | MMM
3M CO | United States | COM | 28,233 | 27,599 | -634 | $4,146,239 | $4,201,670 | +$55,431 | 2025-08-14 |
|---|
| Q2 2025 | ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 5,024 | 5,010 | -14 | $866,640 | $919,185 | +$52,545 | 2025-08-14 |
|---|
| Q2 2025 | IP
INTERNATIONAL PAPER CO | United States | COM | 5,749 | 5,487 | -262 | $306,710 | $256,957 | -$49,753 | 2025-08-14 |
|---|
| Q2 2025 | HD
HOME DEPOT INC | United States | COM | 91,817 | 91,667 | -150 | $33,650,079 | $33,608,855 | -$41,224 | 2025-08-14 |
|---|
| Q2 2025 | ZTS
ZOETIS INC | United States | CL A | 3,364 | 3,309 | -55 | $553,883 | $516,039 | -$37,844 | 2025-08-14 |
|---|
| Q2 2025 | ADI
ANALOG DEVICES INC | United States | COM | 1,174 | 1,141 | -33 | $236,761 | $271,581 | +$34,820 | 2025-08-14 |
|---|
| Q2 2025 | NSC
NORFOLK SOUTHN CORP | United States | COM | 2,365 | 2,315 | -50 | $560,151 | $592,571 | +$32,420 | 2025-08-14 |
|---|
| Q2 2025 | PKG
PACKAGING CORP AMER | United States | COM | 1,923 | 1,863 | -60 | $383,247 | $353,460 | -$29,787 | 2025-08-14 |
|---|
| Q2 2025 | PLD
PROLOGIS INC. | United States | COM | 2,780 | 2,728 | -52 | $310,777 | $286,768 | -$24,009 | 2025-08-14 |
|---|
| Q2 2025 | BROS
DUTCH BROS INC | United States | CL A | 12,264 | 11,351 | -913 | $757,180 | $776,068 | +$18,888 | 2025-08-14 |
|---|
| Q2 2025 | ABT
ABBOTT LABS | United States | COM | 10,402 | 10,271 | -131 | $1,379,798 | $1,397,013 | +$17,215 | 2025-08-14 |
|---|
| Q2 2025 | PH
PARKER-HANNIFIN CORP | United States | COM | 477 | 438 | -39 | $289,945 | $305,930 | +$15,985 | 2025-08-14 |
|---|
| Q2 2025 | SOLV
SOLVENTUM CORP | United States | COM SHS | 6,832 | 6,656 | -176 | $519,506 | $504,792 | -$14,714 | 2025-08-14 |
|---|
| Q2 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 1,128 | 1,079 | -49 | $618,280 | $606,334 | -$11,946 | 2025-08-14 |
|---|
| Q2 2025 | TXN
TEXAS INSTRS INC | United States | COM | 1,737 | 1,447 | -290 | $312,139 | $300,427 | -$11,712 | 2025-08-14 |
|---|
| Q2 2025 | VLO
VALERO ENERGY CORP | United States | COM | 11,897 | 11,772 | -125 | $1,571,237 | $1,582,393 | +$11,156 | 2025-08-14 |
|---|
| Q2 2025 | MDLZ
MONDELEZ INTL INC | United States | CL A | 8,363 | 8,253 | -110 | $571,361 | $560,462 | -$10,899 | 2025-08-14 |
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| Q2 2025 | KO
COCA COLA CO | United States | COM | 5,291 | 5,229 | -62 | $381,640 | $372,619 | -$9,021 | 2025-08-14 |
|---|
| Q2 2025 | C
CITIGROUP INC | United States | COM NEW | 5,562 | 4,575 | -987 | $394,847 | $389,424 | -$5,423 | 2025-08-14 |
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| Q2 2025 | CSX
CSX CORP | United States | COM | 13,852 | 12,658 | -1,194 | $407,665 | $413,031 | +$5,366 | 2025-08-14 |
|---|
| Q2 2025 | KEYS
KEYSIGHT TECHNOLOGIES INC | United States | COM | 1,607 | 1,470 | -137 | $240,681 | $240,875 | +$194 | 2025-08-14 |
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