FIRST FINANCIAL BANKSHARES INC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, FIRST FINANCIAL BANKSHARES INC opened 155 positions, added to 592, reduced 548 and sold out of 138.
- Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 144,957.
- Q2 2026: Stock AVGO; Country of operation United States; Class COM; Shares before 700,962.
- Q2 2026: Stock CSCO; Country of operation United States; Class COM; Shares before 1,057,729.
- Q2 2026: Stock C; Country of operation United States; Class COM NEW; Shares before 644,815.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 36029), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | MU
MICRON TECHNOLOGY INC | United States | COM | 144,957 | 112,800 | -32,157 | $48,972,272 | $130,203,912 | +$81,231,640 | 2026-08-11 |
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| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 700,962 | 691,324 | -9,638 | $216,954,748 | $261,147,641 | +$44,192,893 | 2026-08-11 |
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| Q2 2026 | CSCO
CISCO SYS INC | United States | COM | 1,057,729 | 1,035,061 | -22,668 | $82,069,193 | $121,578,265 | +$39,509,072 | 2026-08-11 |
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| Q2 2026 | C
CITIGROUP INC | United States | COM NEW | 644,815 | 633,576 | -11,239 | $73,128,469 | $88,675,297 | +$15,546,828 | 2026-08-11 |
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| Q2 2026 | SPGI
S&P GLOBAL INC | United States | COM | 31,896 | 538 | -31,358 | $13,566,645 | $219,106 | -$13,347,539 | 2026-08-11 |
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| Q2 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 46,833 | 46,399 | -434 | $12,672,541 | $19,284,817 | +$6,612,276 | 2026-08-11 |
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| Q2 2026 | SEIC
SEI INVTS CO | United States | COM | 554,178 | 552,780 | -1,398 | $43,486,348 | $48,484,334 | +$4,997,986 | 2026-08-11 |
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| Q2 2026 | SBUX
STARBUCKS CORP | United States | COM | 241,776 | 240,986 | -790 | $21,660,711 | $24,626,359 | +$2,965,648 | 2026-08-11 |
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| Q2 2026 | TSLA
TESLA INC | United States | COM | 11,030 | 2,762 | -8,268 | $4,100,403 | $1,161,697 | -$2,938,706 | 2026-08-11 |
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| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 38,089 | 24,043 | -14,046 | $6,106,428 | $8,199,144 | +$2,092,716 | 2026-08-11 |
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| Q2 2026 | BX
BLACKSTONE INC | United States | COM | 780,212 | 779,459 | -753 | $89,716,578 | $91,718,940 | +$2,002,362 | 2026-08-11 |
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| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 50,338 | 49,094 | -1,244 | $8,540,345 | $6,712,132 | -$1,828,213 | 2026-08-11 |
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| Q2 2026 | ACDC
PROFRAC HLDG CORP | United States | CLASS A COM | 3,889,478 | 3,855,952 | -33,526 | $24,114,764 | $22,403,081 | -$1,711,683 | 2026-08-11 |
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| Q2 2026 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 7,119 | 7,059 | -60 | $1,521,046 | $3,058,876 | +$1,537,830 | 2026-08-11 |
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| Q2 2026 | GE
GE AEROSPACE | United States | COM NEW | 7,519 | 7,515 | -4 | $2,133,667 | $2,808,581 | +$674,914 | 2026-08-11 |
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| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 1,929 | 1,915 | -14 | $1,366,619 | $2,039,284 | +$672,665 | 2026-08-11 |
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| Q2 2026 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,379 | 1,370 | -9 | $280,530 | $795,847 | +$515,317 | 2026-08-11 |
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| Q2 2026 | PSX
PHILLIPS 66 | United States | COM | 27,202 | 26,396 | -806 | $4,955,660 | $4,462,244 | -$493,416 | 2026-08-11 |
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| Q2 2026 | NI
NISOURCE INC | United States | COM | 1,000,418 | 991,625 | -8,793 | $46,679,504 | $47,151,769 | +$472,265 | 2026-08-11 |
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| Q2 2026 | ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 39,119 | 29,233 | -9,886 | $754,997 | $558,935 | -$196,062 | 2026-08-11 |
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| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 897 | 850 | -47 | $825,034 | $1,019,516 | +$194,482 | 2026-08-11 |
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| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | 5,920 | 5,900 | -20 | $569,208 | $421,260 | -$147,948 | 2026-08-11 |
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| Q2 2026 | V
VISA INC | United States | COM CL A | 3,291 | 3,280 | -11 | $994,672 | $1,125,335 | +$130,663 | 2026-08-11 |
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| Q2 2026 | DE
DEERE & CO | United States | COM | 1,116 | 791 | -325 | $628,643 | $501,755 | -$126,888 | 2026-08-11 |
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| Q2 2026 | TT
TRANE TECHNOLOGIES PLC | | SHS | 1,587 | 1,586 | -1 | $661,366 | $778,980 | +$117,614 | 2026-08-11 |
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| Q2 2026 | LVS
LAS VEGAS SANDS CORP | United States | COM | 8,882 | 8,266 | -616 | $478,562 | $381,807 | -$96,755 | 2026-08-11 |
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| Q2 2026 | CSX
CSX CORP | United States | COM | 15,056 | 14,657 | -399 | $618,049 | $696,647 | +$78,598 | 2026-08-11 |
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| Q2 2026 | LOW
LOWES COS INC | United States | COM | 1,694 | 1,479 | -215 | $400,258 | $326,105 | -$74,153 | 2026-08-11 |
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| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 4,410 | 4,069 | -341 | $959,131 | $1,023,923 | +$64,792 | 2026-08-11 |
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| Q2 2026 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 2,411 | 2,014 | -397 | $315,696 | $254,932 | -$60,764 | 2026-08-11 |
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| Q2 2026 | CRM
SALESFORCE INC | United States | COM | 1,492 | 1,391 | -101 | $278,512 | $217,914 | -$60,598 | 2026-08-11 |
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| Q2 2026 | QCOM
QUALCOMM INC | United States | COM | 1,658 | 1,457 | -201 | $213,517 | $269,239 | +$55,722 | 2026-08-11 |
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| Q2 2026 | FDX
FEDEX CORP | United States | COM | 889 | 880 | -9 | $316,644 | $275,555 | -$41,089 | 2026-08-11 |
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| Q2 2026 | SLB
SLB LIMITED | | COM STK | 7,983 | 7,959 | -24 | $410,246 | $370,014 | -$40,232 | 2026-08-11 |
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| Q2 2026 | KRP
KIMBELL RTY PARTNERS LP | United States | UNIT | 270,159 | 266,314 | -3,845 | $3,909,201 | $3,869,542 | -$39,659 | 2026-08-11 |
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| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 577 | 576 | -1 | $574,940 | $538,831 | -$36,109 | 2026-08-11 |
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| Q2 2026 | TEL
TE CONNECTIVITY PLC | | ORD SHS | 1,877 | 1,771 | -106 | $392,331 | $357,052 | -$35,279 | 2026-08-11 |
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| Q2 2026 | AIZ
ASSURANT INC | United States | COM | 1,191 | 1,095 | -96 | $259,412 | $294,040 | +$34,628 | 2026-08-11 |
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| Q2 2026 | RSG
REPUBLIC SVCS INC | United States | COM | 4,012 | 3,970 | -42 | $878,708 | $845,928 | -$32,780 | 2026-08-11 |
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| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 265 | 253 | -12 | $224,187 | $255,877 | +$31,690 | 2026-08-11 |
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| Q2 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 2,813 | 2,809 | -4 | $276,743 | $301,968 | +$25,225 | 2026-08-11 |
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| Q2 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 1,875 | 1,837 | -38 | $310,013 | $332,332 | +$22,319 | 2026-08-11 |
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| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 5,813 | 5,807 | -6 | $1,121,328 | $1,101,762 | -$19,566 | 2026-08-11 |
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| Q2 2026 | CPT
CAMDEN PPTY TR | United States | SH BEN INT | 2,303 | 2,135 | -168 | $224,911 | $244,436 | +$19,525 | 2026-08-11 |
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| Q2 2026 | TY
TRI CONTL CORP | United States | COM | 12,720 | 11,272 | -1,448 | $401,825 | $387,982 | -$13,843 | 2026-08-11 |
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| Q2 2026 | GD
GENERAL DYNAMICS CORP | United States | COM | 1,169 | 1,168 | -1 | $401,224 | $413,752 | +$12,528 | 2026-08-11 |
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| Q2 2026 | SCHW
SCHWAB CHARLES CORP | United States | COM | 2,273 | 2,186 | -87 | $213,617 | $201,702 | -$11,915 | 2026-08-11 |
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| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 2,963 | 2,845 | -118 | $427,976 | $417,191 | -$10,785 | 2026-08-11 |
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| Q2 2026 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 1,188 | 1,108 | -80 | $309,225 | $299,681 | -$9,544 | 2026-08-11 |
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| Q2 2026 | MPC
MARATHON PETE CORP | United States | COM | 1,463 | 1,428 | -35 | $357,235 | $365,097 | +$7,862 | 2026-08-11 |
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| Q2 2026 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 1,195 | 1,050 | -145 | $242,800 | $235,148 | -$7,652 | 2026-08-11 |
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| Q2 2026 | COO
COOPER COS INC | United States | COM | 3,344 | 3,272 | -72 | $239,096 | $234,635 | -$4,461 | 2026-08-11 |
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| Q2 2026 | FERG
FERGUSON ENTERPRISES INC | | COMMON STOCK NEW | 2,247 | 2,192 | -55 | $524,135 | $520,227 | -$3,908 | 2026-08-11 |
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| Q2 2026 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 1,255 | 1,237 | -18 | $616,870 | $620,182 | +$3,312 | 2026-08-11 |
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| Q2 2026 | SO
SOUTHERN CO | United States | COM | 2,622 | 2,617 | -5 | $253,075 | $250,473 | -$2,602 | 2026-08-11 |
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| Q2 2026 | HUBB
HUBBELL INC | United States | COM | 439 | 409 | -30 | $215,435 | $213,989 | -$1,446 | 2026-08-11 |
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