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.
- Q1 2024: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 82,751.
- Q1 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 11,267.
- Q1 2024: Stock RTX; Country of operation United States; Class COM; Shares before 15,523.
- Q1 2024: Stock MDT; Country of operation Ireland; Class SHS; Shares before 10,768.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2024 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 82,751 | 92,740 | +9,989 | $3,229,772 | $3,896,007 | +$666,235 | 2024-05-08 |
|---|
| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 11,267 | 11,651 | +384 | $4,236,843 | $4,901,809 | +$664,966 | 2024-05-08 |
|---|
| Q1 2024 | RTX
RTX CORPORATION | United States | COM | 15,523 | 19,636 | +4,113 | $1,306,105 | $1,915,099 | +$608,994 | 2024-05-08 |
|---|
| Q1 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 10,768 | 17,095 | +6,327 | $887,068 | $1,489,829 | +$602,761 | 2024-05-08 |
|---|
| Q1 2024 | JPM
JPMORGAN CHASE & CO | United States | COM | 10,124 | 11,436 | +1,312 | $1,722,092 | $2,290,631 | +$568,539 | 2024-05-08 |
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| Q1 2024 | AMAT
APPLIED MATLS INC | United States | COM | 1,912 | 3,546 | +1,634 | $309,878 | $731,292 | +$421,414 | 2024-05-08 |
|---|
| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 10,863 | 11,371 | +508 | $1,650,524 | $2,051,101 | +$400,577 | 2024-05-08 |
|---|
| Q1 2024 | PYPL
PAYPAL HLDGS INC | United States | COM | 5,934 | 10,437 | +4,503 | $364,407 | $699,175 | +$334,768 | 2024-05-08 |
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| Q1 2024 | CSX
CSX CORP | United States | COM | 12,751 | 18,816 | +6,065 | $442,077 | $697,509 | +$255,432 | 2024-05-08 |
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| Q1 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 13,111 | 13,457 | +346 | $1,310,838 | $1,564,242 | +$253,404 | 2024-05-08 |
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| Q1 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 12,303 | 12,529 | +226 | $1,802,882 | $2,032,830 | +$229,948 | 2024-05-08 |
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| Q1 2024 | PFE
PFIZER INC | United States | COM | 24,412 | 31,377 | +6,965 | $702,821 | $870,712 | +$167,891 | 2024-05-08 |
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| Q1 2024 | ECL
ECOLAB INC | United States | COM | 4,699 | 4,758 | +59 | $932,047 | $1,098,622 | +$166,575 | 2024-05-08 |
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| Q1 2024 | ELV
ELEVANCE HEALTH INC | United States | COM | 431 | 707 | +276 | $203,242 | $366,608 | +$163,366 | 2024-05-08 |
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| Q1 2024 | NFLX
NETFLIX INC | United States | COM | 867 | 957 | +90 | $422,125 | $581,215 | +$159,090 | 2024-05-08 |
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| Q1 2024 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 2,213 | 2,277 | +64 | $1,174,638 | $1,323,415 | +$148,777 | 2024-05-08 |
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| Q1 2024 | DHR
DANAHER CORPORATION | United States | COM | 5,764 | 5,840 | +76 | $1,333,444 | $1,458,365 | +$124,921 | 2024-05-08 |
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| Q1 2024 | CAT
CATERPILLAR INC | United States | COM | 1,527 | 1,551 | +24 | $451,488 | $568,333 | +$116,845 | 2024-05-08 |
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| Q1 2024 | NEE
NEXTERA ENERGY INC | United States | COM | 22,281 | 22,973 | +692 | $1,353,348 | $1,468,204 | +$114,856 | 2024-05-08 |
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| Q1 2024 | MA
MASTERCARD INCORPORATED | United States | CL A | 1,956 | 1,968 | +12 | $834,254 | $947,730 | +$113,476 | 2024-05-08 |
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| Q1 2024 | ADSK
AUTODESK INC | United States | COM | 975 | 1,341 | +366 | $237,393 | $349,223 | +$111,830 | 2024-05-08 |
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| Q1 2024 | HONZZZZ
HONEYWELL INTL INC | | COM | 1,741 | 2,273 | +532 | $365,105 | $466,533 | +$101,428 | 2024-05-08 |
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| Q1 2024 | TJX
TJX COS INC NEW | United States | COM | 12,927 | 12,934 | +7 | $1,212,682 | $1,311,766 | +$99,084 | 2024-05-08 |
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| Q1 2024 | BAC
BANK AMERICA CORP | United States | COM | 20,840 | 20,994 | +154 | $701,683 | $796,092 | +$94,409 | 2024-05-08 |
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| Q1 2024 | CL
COLGATE PALMOLIVE CO | United States | COM | 8,857 | 8,858 | +1 | $705,991 | $797,663 | +$91,672 | 2024-05-08 |
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| Q1 2024 | MPC
MARATHON PETE CORP | United States | COM | 1,600 | 1,611 | +11 | $237,376 | $324,617 | +$87,241 | 2024-05-08 |
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| Q1 2024 | SYY
SYSCO CORP | United States | COM | 4,632 | 5,119 | +487 | $338,738 | $415,560 | +$76,822 | 2024-05-08 |
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| Q1 2024 | BX
BLACKSTONE INC | United States | COM | 3,085 | 3,632 | +547 | $403,888 | $477,136 | +$73,248 | 2024-05-08 |
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| Q1 2024 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 6,922 | 7,059 | +137 | $473,603 | $542,202 | +$68,599 | 2024-05-08 |
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| Q1 2024 | F
FORD MTR CO DEL | United States | COM | 19,354 | 22,741 | +3,387 | $235,925 | $302,000 | +$66,075 | 2024-05-08 |
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| Q1 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 7,950 | 7,991 | +41 | $1,249,979 | $1,187,702 | -$62,277 | 2024-05-08 |
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| Q1 2024 | INTU
INTUIT | United States | COM | 659 | 728 | +69 | $411,895 | $473,200 | +$61,305 | 2024-05-08 |
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| Q1 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 782 | 785 | +3 | $516,183 | $575,115 | +$58,932 | 2024-05-08 |
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| Q1 2024 | DE
DEERE & CO | United States | COM | 1,313 | 1,421 | +108 | $525,029 | $583,662 | +$58,633 | 2024-05-08 |
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| Q1 2024 | BDX
BECTON DICKINSON & CO | United States | COM | 3,129 | 3,242 | +113 | $762,944 | $802,233 | +$39,289 | 2024-05-08 |
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| Q1 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 18,378 | 18,451 | +73 | $2,880,568 | $2,918,764 | +$38,196 | 2024-05-08 |
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| Q1 2024 | CVX
CHEVRON CORP NEW | United States | COM | 1,791 | 1,794 | +3 | $267,146 | $282,986 | +$15,840 | 2024-05-08 |
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| Q1 2024 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 6,566 | 6,691 | +125 | $637,165 | $647,087 | +$9,922 | 2024-05-08 |
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| Q1 2024 | MCD
MCDONALDS CORP | United States | COM | 1,391 | 1,428 | +37 | $412,445 | $402,625 | -$9,820 | 2024-05-08 |
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| Q1 2024 | ADI
ANALOG DEVICES INC | United States | COM | 1,229 | 1,234 | +5 | $244,030 | $244,073 | +$43 | 2024-05-08 |
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