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Brick & Kyle, Associates Historic Quarter Change: USA Stocks, Reduced

Brick & Kyle, Associates historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, Brick & Kyle, Associates opened 130 positions, added to 361, reduced 432 and sold out of 81.

  • Q1 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 163,676.
  • Q1 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 27,273.
  • Q1 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 47,013.
  • Q1 2026: Stock AMD; Country of operation United States; Class COM; Shares before 47,641.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1632253), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-07-02); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-25); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-27); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-04); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-19); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-14); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-09). 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 2014-12-31. 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, 2018-12-31, 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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026NVDA
NVIDIA CORPORATION
United StatesCOM163,676149,933-13,743$30,526$26,148,270+$26,117,7442026-07-02
Q1 2026MSFT
MICROSOFT CORP
United StatesCOM27,27325,502-1,771$13,190$9,440,043+$9,426,8532026-07-02
Q1 2026AMZN
AMAZON COM INC
United StatesCOM47,01343,241-3,772$10,852$9,005,803+$8,994,9512026-07-02
Q1 2026AMD
ADVANCED MICRO DEVICES INC
United StatesCOM47,64144,247-3,394$10,203$9,001,167+$8,990,9642026-07-02
Q1 2026JPM
JPMORGAN CHASE & CO
United StatesCOM32,31729,578-2,739$10,413$8,700,693+$8,690,2802026-07-02
Q1 2026LHX
L3HARRIS TECHNOLOGIES INC
United StatesCOM25,05922,629-2,430$7,357$7,810,407+$7,803,0502026-07-02
Q1 2026MRK
MERCK & CO INC
United StatesCOM71,25964,914-6,345$7,501$7,808,515+$7,801,0142026-07-02
Q1 2026AVGO
BROADCOM INC
United StatesCOM23,66421,948-1,716$8,190$6,793,103+$6,784,9132026-07-02
Q1 2026ES
EVERSOURCE ENERGY
United StatesCOM98,83188,865-9,966$6,654$6,156,578+$6,149,9242026-07-02
Q1 2026HONZZZZ
HONEYWELL INTL INC
COM29,98027,157-2,823$5,849$6,138,240+$6,132,3912026-07-02
Q1 2026JNJ
JOHNSON & JOHNSON
United StatesCOM39,18922,555-16,634$8,110$5,513,326+$5,505,2162026-07-02
Q1 2026V
VISA INC
United StatesCOM CL A18,00716,593-1,414$6,315$5,015,065+$5,008,7502026-07-02
Q1 2026TMO
THERMO FISHER SCIENTIFIC INC
United StatesCOM10,1059,398-707$5,855$4,619,550+$4,613,6952026-07-02
Q1 2026ABBV
ABBVIE INC
United StatesCOM20,28819,482-806$4,636$4,237,176+$4,232,5402026-07-02
Q1 2026CVX
CHEVRON CORPORATION
United StatesCOM22,11020,467-1,643$3,370$4,234,523+$4,231,1532026-07-02
Q1 2026VZ
VERIZON COMMUNICATIONS INC
United StatesCOM91,77581,540-10,235$3,738$4,093,310+$4,089,5722026-07-02
Q1 2026BAC
BANK AMERICA CORP
United StatesCOM91,43282,761-8,671$5,029$4,034,622+$4,029,5932026-07-02
Q1 2026PANW
PALO ALTO NETWORKS INC
United StatesCOM27,30124,963-2,338$5,029$4,002,068+$3,997,0392026-07-02
Q1 2026LLY
ELI LILLY & CO
United StatesCOM4,4633,972-491$4,796$3,653,093+$3,648,2972026-07-02
Q1 2026UBER
UBER TECHNOLOGIES INC
United StatesCOM51,78848,778-3,010$4,232$3,508,602+$3,504,3702026-07-02
Q1 2026PRU
PRUDENTIAL FINL INC
United StatesCOM37,25935,428-1,831$4,206$3,460,965+$3,456,7592026-07-02
Q1 2026PEP
PEPSICO INC
United StatesCOM30,66815,173-15,495$4,402$2,356,254+$2,351,8522026-07-02
Q1 2026GLD
SPDR GOLD TR
United StatesGOLD SHS6,4705,299-1,171$2,564$2,280,107+$2,277,5432026-07-02
Q1 2026PG
PROCTER & GAMBLE CO
United StatesCOM6,2566,028-228$896$870,615+$869,7192026-07-02
Q1 2026CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A1,7401,560-180$816$609,040+$608,2242026-07-02

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