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Bigelow Investment Advisors, LLC Historic Quarter Change: USA Stocks, Added

Bigelow Investment Advisors, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Bigelow Investment Advisors, LLC opened 32 positions, added to 320, reduced 431 and sold out of 28.

  • Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 3,963.
  • Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 21,509.
  • Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 26,337.
  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 676.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1729516), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-10-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). 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 2026AMD
ADVANCED MICRO DEVICES INC
United StatesCOM3,9634,171+208$806,193$2,422,976+$1,616,7832026-07-30
Q2 2026NVDA
NVIDIA CORPORATION
United StatesCOM21,50924,003+2,494$3,751,137$4,802,723+$1,051,5862026-07-30
Q2 2026AAPL
APPLE INC
United StatesCOM26,33726,409+72$6,684,067$7,641,708+$957,6412026-07-30
Q2 2026MU
MICRON TECHNOLOGY INC
United StatesCOM676793+117$228,380$915,352+$686,9722026-07-30
Q2 2026MRVL
MARVELL TECHNOLOGY INC
United StatesCOM3,1903,321+131$315,970$989,293+$673,3232026-07-30
Q2 2026JPM
JPMORGAN CHASE & CO
United StatesCOM10,54110,630+89$3,100,741$3,479,518+$378,7772026-07-30
Q2 2026AXP
AMERICAN EXPRESS CO
United StatesCOM8,4098,441+32$2,543,554$2,855,168+$311,6142026-07-30
Q2 2026NFLX
NETFLIX INC.
United StatesCOM12,78913,432+643$1,229,662$959,045-$270,6172026-07-30
Q2 2026ETN
EATON CORP PLC
SHS3,2753,353+78$1,171,369$1,428,780+$257,4112026-07-30
Q2 2026VRT
VERTIV HOLDINGS CO
United StatesCOM CL A2,4192,460+41$606,153$823,657+$217,5042026-07-30
Q2 2026BAC
BANK OF AMER CORP
United StatesCOM21,44321,774+331$1,045,346$1,240,683+$195,3372026-07-30
Q2 2026JNJ
JOHNSON & JOHNSON
United StatesCOM16,30716,425+118$3,986,083$4,171,457+$185,3742026-07-30
Q2 2026MSFT
MICROSOFT CORP
United StatesCOM11,09611,460+364$4,107,406$4,274,809+$167,4032026-07-30
Q2 2026P
EVERPURE INC
United StatesCL A3,9144,823+909$231,083$380,004+$148,9212026-07-30
Q2 2026GS
GOLDMAN SACHS GROUP INC
United StatesCOM636671+35$538,050$678,629+$140,5792026-07-30
Q2 2026SYY
SYSCO CORP
United StatesCOM7,1147,662+548$507,442$640,390+$132,9482026-07-30
Q2 2026DE
DEERE & CO
United StatesCOM1,6281,653+25$917,052$1,048,547+$131,4952026-07-30
Q2 2026SBUX
STARBUCKS CORP
United StatesCOM9,5969,655+59$859,706$986,644+$126,9382026-07-30
Q2 2026PWR
QUANTA SVCS INC
United StatesCOM455519+64$249,804$373,701+$123,8972026-07-30
Q2 2026VZ
VERIZON COMMUNICATIONS INC
United StatesCOM16,62817,416+788$834,726$737,393-$97,3332026-07-30
Q2 2026CL
COLGATE PALMOLIVE CO
United StatesCOM9,2979,666+369$792,383$886,179+$93,7962026-07-30
Q2 2026NEE
NEXTERA ENERGY INC
United StatesCOM20,63320,771+138$1,916,393$1,823,071-$93,3222026-07-30
Q2 2026ECL
ECOLAB INC
United StatesCOM4,9715,040+69$1,322,385$1,404,194+$81,8092026-07-30
Q2 2026COF
CAPITAL ONE FINL CORP
United StatesCOM1,1421,402+260$208,335$281,269+$72,9342026-07-30
Q2 2026WMT
WALMART INC
United StatesCOM6,4966,585+89$807,323$745,817-$61,5062026-07-30
Q2 2026BKNG
BOOKING HOLDINGS INC
United StatesCOM1183,131+3,013$496,818$558,069+$61,2512026-07-30
Q2 2026META
META PLATFORMS INC
United StatesCL A1,9822,118+136$1,133,962$1,193,048+$59,0862026-07-30
Q2 2026ORCL
ORACLE CORP
United StatesCOM6,7127,087+375$987,402$1,038,600+$51,1982026-07-30
Q2 2026CRM
SALESFORCE INC
United StatesCOM1,6941,707+13$316,219$267,419-$48,8002026-07-30
Q2 2026PG
PROCTER & GAMBLE CO
United StatesCOM11,47611,627+151$1,657,593$1,704,983+$47,3902026-07-30
Q2 2026LOW
LOWES COS INC
United StatesCOM4,0424,146+104$955,000$914,195-$40,8052026-07-30
Q2 2026UNP
UNION PAC CORP
United StatesCOM1,0741,095+21$260,574$297,840+$37,2662026-07-30
Q2 2026UBER
UBER TECHNOLOGIES INC
United StatesCOM4,2824,781+499$308,004$344,997+$36,9932026-07-30
Q2 2026BX
BLACKSTONE INC
United StatesCOM3,6283,808+180$417,184$448,087+$30,9032026-07-30
Q2 2026DUK
DUKE ENERGY CORP NEW
United StatesCOM NEW7,5327,557+25$986,240$956,565-$29,6752026-07-30
Q2 2026FDX
FEDEX CORP
United StatesCOM1,9972,180+183$711,291$682,623-$28,6682026-07-30
Q2 2026TMO
THERMO FISHER SCIENTIFIC INC
United StatesCOM2,0652,080+15$1,015,009$1,042,829+$27,8202026-07-30
Q2 2026KEX
KIRBY CORP
United StatesCOM2,2052,316+111$293,000$314,907+$21,9072026-07-30
Q2 2026COST
COSTCO WHOLESALE CORPORATION
United StatesCOM824857+33$821,058$801,698-$19,3602026-07-30
Q2 2026DIS
DISNEY WALT CO
United StatesCOM16,22716,372+145$1,563,978$1,575,825+$11,8472026-07-30
Q2 2026BDX
BECTON DICKINSON & CO
United StatesCOM2,7982,884+86$439,930$436,436-$3,4942026-07-30

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