Edgemoor Investment Advisors, 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, Edgemoor Investment Advisors, Inc. opened 139 positions, added to 720, reduced 888 and sold out of 116.
- Q2 2026: Stock AMAT; Country of operation United States; Class COM; Shares before 149,533.
- Q2 2026: Stock URI; Country of operation United States; Class COM; Shares before 70,115.
- Q2 2026: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 204,298.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 341,350.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1313792), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-03); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-09); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-09); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-31); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-09); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-06). 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 2004-12-31. 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 | AMAT
APPLIED MATLS INC | United States | COM | 149,533 | 146,720 | -2,813 | $51,109,099 | $106,079,015 | +$54,969,916 | 2026-08-07 |
|---|
| Q2 2026 | URI
UNITED RENTALS INC | United States | COM | 70,115 | 69,431 | -684 | $51,082,984 | $78,657,686 | +$27,574,702 | 2026-08-07 |
|---|
| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 204,298 | 201,966 | -2,332 | $58,605,073 | $71,360,744 | +$12,755,671 | 2026-08-07 |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 341,350 | 341,236 | -114 | $86,631,353 | $98,740,332 | +$12,108,979 | 2026-08-07 |
|---|
| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 166,276 | 166,101 | -175 | $51,464,132 | $62,744,750 | +$11,280,618 | 2026-08-07 |
|---|
| Q2 2026 | WSM
WILLIAMS SONOMA INC | United States | COM | 171,742 | 170,565 | -1,177 | $31,313,792 | $39,758,795 | +$8,445,003 | 2026-08-07 |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 182,558 | 181,457 | -1,101 | $38,021,357 | $43,248,464 | +$5,227,107 | 2026-08-07 |
|---|
| Q2 2026 | VRT
VERTIV HOLDINGS CO | United States | COM CL A | 46,149 | 46,011 | -138 | $11,564,016 | $15,405,403 | +$3,841,387 | 2026-08-07 |
|---|
| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 151,123 | 150,326 | -797 | $72,418,308 | $75,221,801 | +$2,803,493 | 2026-08-07 |
|---|
| Q2 2026 | JCI
JOHNSON CONTROLS INTERNATION | | SHS | 184,518 | 183,836 | -682 | $24,162,681 | $26,860,332 | +$2,697,651 | 2026-08-07 |
|---|
| Q2 2026 | VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 55,415 | 55,020 | -395 | $24,745,392 | $27,330,505 | +$2,585,113 | 2026-08-07 |
|---|
| Q2 2026 | SPG
SIMON PPTY GROUP INC NEW | United States | COM | 69,576 | 69,083 | -493 | $12,978,075 | $15,450,489 | +$2,472,414 | 2026-08-07 |
|---|
| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 219,659 | 219,557 | -102 | $11,026,897 | $9,296,056 | -$1,730,841 | 2026-08-07 |
|---|
| Q2 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 9,213 | 8,463 | -750 | $3,964,677 | $3,117,955 | -$846,722 | 2026-08-07 |
|---|
| Q2 2026 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 123,350 | 123,349 | -1 | $16,168,747 | $16,875,407 | +$706,660 | 2026-08-07 |
|---|
| Q2 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 102,342 | 100,375 | -1,967 | $9,505,587 | $8,809,972 | -$695,615 | 2026-08-07 |
|---|
| Q2 2026 | CCI
CROWN CASTLE INC | United States | COM | 95,803 | 94,654 | -1,149 | $7,789,751 | $7,168,156 | -$621,595 | 2026-08-07 |
|---|
| Q2 2026 | GD
GENERAL DYNAMICS CORP | United States | COM | 57,867 | 57,714 | -153 | $19,861,369 | $20,444,873 | +$583,504 | 2026-08-07 |
|---|
| Q2 2026 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 294,522 | 288,717 | -5,805 | $11,144,725 | $10,613,249 | -$531,476 | 2026-08-07 |
|---|
| Q2 2026 | ATO
ATMOS ENERGY CORP | United States | COM | 25,552 | 24,351 | -1,201 | $4,719,965 | $4,194,947 | -$525,018 | 2026-08-07 |
|---|
| Q2 2026 | WELL
WELLTOWER INC | United States | COM | 14,385 | 14,360 | -25 | $2,844,157 | $3,259,403 | +$415,246 | 2026-08-07 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 11,591 | 11,579 | -12 | $1,966,573 | $1,583,191 | -$383,382 | 2026-08-07 |
|---|
| Q2 2026 | LEN
LENNAR CORP | United States | CL A | 202,731 | 197,624 | -5,107 | $17,605,191 | $17,883,028 | +$277,837 | 2026-08-07 |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 7,144 | 7,132 | -12 | $2,101,722 | $2,334,681 | +$232,959 | 2026-08-07 |
|---|
| Q2 2026 | CVX
CHEVRON CORPORATION | United States | COM | 5,575 | 5,566 | -9 | $1,153,468 | $922,620 | -$230,848 | 2026-08-07 |
|---|
| Q2 2026 | ETR
ENTERGY CORP NEW | United States | COM | 118,544 | 117,326 | -1,218 | $13,319,606 | $13,476,066 | +$156,460 | 2026-08-07 |
|---|
| Q2 2026 | WMT
WALMART INC | United States | COM | 12,615 | 12,598 | -17 | $1,567,818 | $1,426,926 | -$140,892 | 2026-08-07 |
|---|
| Q2 2026 | SO
SOUTHERN CO | United States | COM | 75,874 | 75,202 | -672 | $7,323,361 | $7,197,586 | -$125,775 | 2026-08-07 |
|---|
| Q2 2026 | QCOM
QUALCOMM INC | United States | COM | 2,230 | 2,190 | -40 | $287,179 | $404,690 | +$117,511 | 2026-08-07 |
|---|
| Q2 2026 | PBA
PEMBINA PIPELINE CORP | | COM | 86,088 | 85,832 | -256 | $3,853,331 | $3,969,763 | +$116,432 | 2026-08-07 |
|---|
| Q2 2026 | CNP
CENTERPOINT ENERGY INC | United States | COM | 168,145 | 167,306 | -839 | $7,257,138 | $7,368,156 | +$111,018 | 2026-08-07 |
|---|
| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 10,596 | 10,588 | -8 | $2,590,250 | $2,689,204 | +$98,954 | 2026-08-07 |
|---|
| Q2 2026 | GBDC
GOLUB CAP BDC INC | United States | COM | 61,309 | 53,396 | -7,913 | $776,172 | $687,740 | -$88,432 | 2026-08-07 |
|---|
| Q2 2026 | ABT
ABBOTT LABORATORIES | United States | COM | 3,269 | 2,792 | -477 | $335,637 | $253,391 | -$82,246 | 2026-08-07 |
|---|
| Q2 2026 | MCD
MCDONALDS CORP | United States | COM | 1,461 | 1,413 | -48 | $454,191 | $382,131 | -$72,060 | 2026-08-07 |
|---|
| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 952 | 846 | -106 | $544,707 | $476,585 | -$68,122 | 2026-08-07 |
|---|
| Q2 2026 | XEL
XCEL ENERGY INC | United States | COM | 34,118 | 32,964 | -1,154 | $2,710,378 | $2,647,053 | -$63,325 | 2026-08-07 |
|---|
| Q2 2026 | DHR
DANAHER CORP DEL | United States | COM | 7,346 | 7,009 | -337 | $1,392,802 | $1,335,074 | -$57,728 | 2026-08-07 |
|---|
| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 785 | 778 | -7 | $782,862 | $728,420 | -$54,442 | 2026-08-07 |
|---|
| Q2 2026 | HD
HOME DEPOT INC | United States | COM | 2,731 | 2,404 | -327 | $898,199 | $847,843 | -$50,356 | 2026-08-07 |
|---|
| Q2 2026 | WY
WEYERHAEUSER CO | United States | COM NEW | 24,367 | 22,806 | -1,561 | $595,286 | $545,976 | -$49,310 | 2026-08-07 |
|---|
| Q2 2026 | ETN
EATON CORP PLC | | SHS | 852 | 818 | -34 | $304,735 | $348,566 | +$43,831 | 2026-08-07 |
|---|
| Q2 2026 | DLR
DIGITAL RLTY TR INC | United States | COM | 38,875 | 38,771 | -104 | $7,005,815 | $6,962,647 | -$43,168 | 2026-08-07 |
|---|
| Q2 2026 | SYK
STRYKER CORPORATION | United States | COM | 1,442 | 1,390 | -52 | $473,827 | $437,628 | -$36,199 | 2026-08-07 |
|---|
| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 4,528 | 4,451 | -77 | $873,451 | $844,488 | -$28,963 | 2026-08-07 |
|---|
| Q2 2026 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 18,085 | 17,692 | -393 | $8,889,420 | $8,870,163 | -$19,257 | 2026-08-07 |
|---|
| Q2 2026 | WEC
WEC ENERGY GROUP INC | United States | COM | 1,952 | 1,799 | -153 | $225,983 | $210,069 | -$15,914 | 2026-08-07 |
|---|
| Q2 2026 | KO
COCA COLA CO | United States | COM | 3,173 | 3,152 | -21 | $241,307 | $256,163 | +$14,856 | 2026-08-07 |
|---|
| Q2 2026 | MRP
MILLROSE PPTYS INC | United States | COM CL A | 76,202 | 70,665 | -5,537 | $2,133,656 | $2,123,483 | -$10,173 | 2026-08-07 |
|---|
| Q2 2026 | WFC
WELLS FARGO & CO | United States | COM | 2,922 | 2,904 | -18 | $232,620 | $239,987 | +$7,367 | 2026-08-07 |
|---|