Birch Hill Investment Advisors LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Birch Hill Investment Advisors LLC opened 101 positions, added to 637, reduced 1,284 and sold out of 64.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 66,581.
- Q2 2026: Stock HONZZZZ; Country of operation —; Class COM; Shares before 1,522.
- Q2 2026: Stock T; Country of operation United States; Class COM; Shares before 9,681.
- Q1 2026: Stock KVUE; Country of operation United States; Class COM; Shares before 21,158.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1424177), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-09); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-10); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-06); 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 2007-12-31. 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 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 66,581 | 0 | -66,581 | $11,296,132 | $0 | -$11,296,132 | 2026-07-21 |
|---|
| Q2 2026 | HONZZZZ
HONEYWELL INTL INC | | COM | 1,522 | 0 | -1,522 | $344,018 | $0 | -$344,018 | 2026-07-21 |
|---|
| Q2 2026 | T
AT&T INC | United States | COM | 9,681 | 0 | -9,681 | $280,652 | $0 | -$280,652 | 2026-07-21 |
|---|
| Q1 2026 | KVUE
KENVUE INC | United States | COM | 21,158 | 0 | -21,158 | $364,975 | $0 | -$364,975 | 2026-04-29 |
|---|
| Q1 2026 | FDS
FACTSET RESH SYS INC | United States | COM | 1,012 | 0 | -1,012 | $293,672 | $0 | -$293,672 | 2026-04-29 |
|---|
| Q1 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 840 | 0 | -840 | $277,292 | $0 | -$277,292 | 2026-04-29 |
|---|
| Q1 2026 | COF
CAPITAL ONE FINL CORP | United States | COM | 993 | 0 | -993 | $240,663 | $0 | -$240,663 | 2026-04-29 |
|---|
| Q1 2026 | PAYX
PAYCHEX INC | United States | COM | 2,000 | 0 | -2,000 | $224,360 | $0 | -$224,360 | 2026-04-29 |
|---|
| Q1 2026 | NET
CLOUDFLARE INC | United States | CL A COM | 1,060 | 0 | -1,060 | $209,067 | $0 | -$209,067 | 2026-04-29 |
|---|
| Q1 2026 | CMCSA
COMCAST CORP NEW | United States | CL A | 6,918 | 0 | -6,918 | $206,779 | $0 | -$206,779 | 2026-04-29 |
|---|
| Q4 2025 | LEN
LENNAR CORP | United States | CL A | 3,400 | 0 | -3,400 | $428,536 | $0 | -$428,536 | 2026-01-27 |
|---|
| Q4 2025 | BX
BLACKSTONE INC | United States | COM | 2,400 | 0 | -2,400 | $410,040 | $0 | -$410,040 | 2026-01-27 |
|---|
| Q4 2025 | ARES
ARES MANAGEMENT CORPORATION | United States | CL A COM STK | 1,500 | 0 | -1,500 | $239,835 | $0 | -$239,835 | 2026-01-27 |
|---|
| Q4 2025 | SYK
STRYKER CORPORATION | United States | COM | 614 | 0 | -614 | $226,977 | $0 | -$226,977 | 2026-01-27 |
|---|
| Q4 2025 | DRI
DARDEN RESTAURANTS INC | United States | COM | 1,150 | 0 | -1,150 | $218,914 | $0 | -$218,914 | 2026-01-27 |
|---|
| Q4 2025 | BLK
BLACKROCK INC | United States | COM | 173 | 0 | -173 | $201,696 | $0 | -$201,696 | 2026-01-27 |
|---|
| Q3 2025 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 9,353 | 0 | -9,353 | $1,521,546 | $0 | -$1,521,546 | 2025-10-23 |
|---|
| Q3 2025 | MAS
MASCO CORP | United States | COM | 13,345 | 0 | -13,345 | $858,884 | $0 | -$858,884 | 2025-10-23 |
|---|
| Q3 2025 | XYL
XYLEM INC | United States | COM | 2,555 | 0 | -2,555 | $330,515 | $0 | -$330,515 | 2025-10-23 |
|---|
| Q3 2025 | WAT
WATERS CORP | United States | COM | 600 | 0 | -600 | $209,424 | $0 | -$209,424 | 2025-10-23 |
|---|
| Q2 2025 | GIS
GENERAL MLS INC | United States | COM | 3,480 | 0 | -3,480 | $208,069 | $0 | -$208,069 | 2025-07-30 |
|---|
| Q1 2025 | APP
APPLOVIN CORP | United States | COM CL A | 1,127 | 0 | -1,127 | $364,956 | $0 | -$364,956 | 2025-04-18 |
|---|
| Q1 2025 | CSX
CSX CORP | United States | COM | 6,700 | 0 | -6,700 | $216,209 | $0 | -$216,209 | 2025-04-18 |
|---|
| Q1 2025 | HUBB
HUBBELL INC | United States | COM | 515 | 0 | -515 | $215,728 | $0 | -$215,728 | 2025-04-18 |
|---|
| Q1 2025 | HPQ
HP INC | United States | COM | 6,158 | 0 | -6,158 | $200,936 | $0 | -$200,936 | 2025-04-18 |
|---|
| Q4 2024 | COIN
COINBASE GLOBAL INC | United States | COM CL A | 4,600 | 0 | -4,600 | $819,582 | $0 | -$819,582 | 2025-01-28 |
|---|
| Q4 2024 | CACI
CACI INTL INC | United States | CL A | 450 | 0 | -450 | $227,052 | $0 | -$227,052 | 2025-01-28 |
|---|
| Q4 2024 | POR
PORTLAND GEN ELEC CO | United States | COM NEW | 4,470 | 0 | -4,470 | $214,113 | $0 | -$214,113 | 2025-01-28 |
|---|
| Q4 2024 | LOW
LOWES COS INC | United States | COM | 786 | 0 | -786 | $212,888 | $0 | -$212,888 | 2025-01-28 |
|---|
| Q2 2024 | LLY
ELI LILLY & CO | United States | COM | 441 | 0 | -441 | $343,080 | $0 | -$343,080 | 2024-07-30 |
|---|
| Q2 2024 | FTRE
FORTREA HLDGS INC | United States | COMMON STOCK | 7,214 | 0 | -7,214 | $289,570 | $0 | -$289,570 | 2024-07-30 |
|---|
| Q2 2024 | HUBB
HUBBELL INC | United States | COM | 515 | 0 | -515 | $213,751 | $0 | -$213,751 | 2024-07-30 |
|---|
| Q2 2024 | WAT
WATERS CORP | United States | COM | 600 | 0 | -600 | $206,538 | $0 | -$206,538 | 2024-07-30 |
|---|
| Q2 2024 | LOW
LOWES COS INC | United States | COM | 786 | 0 | -786 | $200,218 | $0 | -$200,218 | 2024-07-30 |
|---|
| Q1 2024 | BA
BOEING CO | United States | COM | 970 | 0 | -970 | $252,840 | $0 | -$252,840 | 2024-05-13 |
|---|
| Q1 2024 | HSY
HERSHEY CO | United States | COM | 1,240 | 0 | -1,240 | $231,186 | $0 | -$231,186 | 2024-05-13 |
|---|
| Q1 2024 | TXN
TEXAS INSTRS INC | United States | COM | 1,233 | 0 | -1,233 | $210,177 | $0 | -$210,177 | 2024-05-13 |
|---|
| Q1 2024 | BNY
BANK NEW YORK MELLON CORP | United States | COM | 4,000 | 0 | -4,000 | $208,200 | $0 | -$208,200 | 2024-05-13 |
|---|
| Q2 2016 | PYPL
PAYPAL HLDGS INC | United States | COM | 30,640 | 0 | -30,640 | $1,183,000 | $0 | -$1,183,000 | 2016-08-12 |
|---|
| Q2 2016 | ILMN
ILLUMINA INC | United States | COM | 1,400 | 0 | -1,400 | $227,000 | $0 | -$227,000 | 2016-08-12 |
|---|
| Q1 2016 | ADBE
ADOBE SYS INC | United States | COM | 3,696 | 0 | -3,696 | $347,000 | $0 | -$347,000 | 2016-05-09 |
|---|
| Q1 2016 | MCO
MOODYS CORP | United States | COM | 2,700 | 0 | -2,700 | $271,000 | $0 | -$271,000 | 2016-05-09 |
|---|
| Q1 2016 | AXP
AMERICAN EXPRESS CO | United States | COM | 3,757 | 0 | -3,757 | $261,000 | $0 | -$261,000 | 2016-05-09 |
|---|
| Q1 2016 | ALLE
ALLEGION PUB LTD CO | Ireland | ORD SHS | 3,126 | 0 | -3,126 | $206,000 | $0 | -$206,000 | 2016-05-09 |
|---|
| Q4 2015 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 56,248 | 0 | -56,248 | $9,773,000 | $0 | -$9,773,000 | 2016-02-10 |
|---|
| Q4 2015 | CLX
CLOROX CO DEL | United States | COM | 2,968 | 0 | -2,968 | $343,000 | $0 | -$343,000 | 2016-02-10 |
|---|
| Q4 2015 | TD
TORONTO DOMINION BK ONT | | COM NEW | 6,022 | 0 | -6,022 | $237,000 | $0 | -$237,000 | 2016-02-10 |
|---|
| Q4 2015 | QCOM
QUALCOMM INC | United States | COM | 4,300 | 0 | -4,300 | $231,000 | $0 | -$231,000 | 2016-02-10 |
|---|
| Q3 2015 | HP
HELMERICH & PAYNE INC | United States | COM | 4,000 | 0 | -4,000 | $282,000 | $0 | -$282,000 | 2015-11-16 |
|---|
| Q3 2015 | COP
CONOCOPHILLIPS | United States | COM | 3,321 | 0 | -3,321 | $204,000 | $0 | -$204,000 | 2015-11-16 |
|---|
| Q2 2015 | MDT
MEDTRONIC PLC | Ireland | SHS | 2,685 | 0 | -2,685 | $209,000 | $0 | -$209,000 | 2015-08-14 |
|---|
| Q1 2015 | MCK
MCKESSON CORP | United States | COM | 2,453 | 0 | -2,453 | $266,000 | $0 | -$266,000 | 2015-05-15 |
|---|
| Q1 2015 | CSCO
CISCO SYS INC | United States | COM | 5,000 | 0 | -5,000 | $139,000 | $0 | -$139,000 | 2015-05-15 |
|---|
| Q4 2014 | HAL
HALLIBURTON CO | United States | COM | 3,990 | 0 | -3,990 | $257,000 | $0 | -$257,000 | 2015-02-10 |
|---|
| Q4 2014 | PAYX
PAYCHEX INC | United States | COM | 4,560 | 0 | -4,560 | $202,000 | $0 | -$202,000 | 2015-02-10 |
|---|
| Q3 2014 | TXN
TEXAS INSTRS INC | United States | COM | 7,200 | 0 | -7,200 | $344,000 | $0 | -$344,000 | 2014-11-12 |
|---|
| Q3 2014 | MSA
MSA SAFETY INC | United States | COM | 3,600 | 0 | -3,600 | $207,000 | $0 | -$207,000 | 2014-11-12 |
|---|
| Q2 2014 | EXPD
EXPEDITORS INTL WASH INC | United States | COM | 9,100 | 0 | -9,100 | $361,000 | $0 | -$361,000 | 2014-08-08 |
|---|
| Q2 2014 | WMT
WAL-MART STORES INC | United States | COM | 4,144 | 0 | -4,144 | $317,000 | $0 | -$317,000 | 2014-08-08 |
|---|
| Q2 2014 | DE
DEERE & CO | United States | COM | 2,250 | 0 | -2,250 | $204,000 | $0 | -$204,000 | 2014-08-08 |
|---|
| Q1 2014 | KMI
KINDER MORGAN INC DEL | United States | COM | 19,716 | 0 | -19,716 | $710,000 | $0 | -$710,000 | 2014-05-14 |
|---|
| Q1 2014 | GILD
GILEAD SCIENCES INC | United States | COM | 2,800 | 0 | -2,800 | $210,000 | $0 | -$210,000 | 2014-05-14 |
|---|
| Q1 2014 | PAYX
PAYCHEX INC | United States | COM | 4,560 | 0 | -4,560 | $208,000 | $0 | -$208,000 | 2014-05-14 |
|---|
| Q4 2013 | C
CITIGROUP INC | United States | COM NEW | 6,546 | 0 | -6,546 | $318,000 | $0 | -$318,000 | 2014-02-06 |
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