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Gerber Kawasaki Wealth & Investment Management Historic Quarter Change: USA Stocks, Added

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Gerber Kawasaki Wealth & Investment Management historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 13 quarters from 2015-12-31 to 2026-06-30, Gerber Kawasaki Wealth & Investment Management opened 171 positions, added to 771, reduced 570 and sold out of 109.

  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 30,969.
  • Q2 2026: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 271,525.
  • Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 404,232.
  • Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 201,720.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1666736), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); 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); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-29); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05). 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 2015-12-31. 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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MU
MICRON TECHNOLOGY INC		United StatesCOM30,96943,055+12,086$10,515,884$49,698,796+$39,182,9122026-08-07
Q2 2026GOOG
ALPHABET INC		United StatesCAP STK CL C271,525279,232+7,707$77,892,609$98,660,937+$20,768,3282026-08-07
Q2 2026AAPL
APPLE INC		United StatesCOM404,232415,258+11,026$102,590,163$120,158,907+$17,568,7442026-08-07
Q2 2026AMZN
AMAZON COM INC		United StatesCOM201,720209,324+7,604$42,031,591$49,890,517+$7,858,9262026-08-07
Q2 2026LLY
LILLY ELI & CO		United StatesCOM13,93217,030+3,098$12,814,754$20,427,166+$7,612,4122026-08-07
Q2 2026NFLX
NETFLIX INC.		United StatesCOM378,155404,891+26,736$36,399,121$28,909,260-$7,489,8612026-08-07
Q2 2026GEV
GE VERNOVA INC		United StatesCOM20,60121,372+771$18,021,542$25,110,042+$7,088,5002026-08-07
Q2 2026BE
BLOOM ENERGY CORP		United StatesCOM CL A9,13628,327+19,191$1,840,360$8,574,740+$6,734,3802026-08-07
Q2 2026MSFT
MICROSOFT CORP		United StatesCOM144,455160,066+15,611$53,489,624$59,707,786+$6,218,1622026-08-07
Q2 2026GOOGL
ALPHABET INC		United StatesCAP STK CL A54,28557,600+3,315$15,610,462$20,584,756+$4,974,2942026-08-07
Q2 2026AMD
ADVANCED MICRO DEVICES INC		United StatesCOM7,50310,996+3,493$1,526,538$6,388,210+$4,861,6722026-08-07
Q2 2026AVGO
BROADCOM INC		United StatesCOM57,21557,328+113$17,708,790$21,655,740+$3,946,9502026-08-07
Q2 2026CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A7,6878,351+664$3,001,124$6,373,440+$3,372,3162026-08-07
Q2 2026APH
AMPHENOL CORP		United StatesCL A59,29560,947+1,652$7,491,958$10,746,177+$3,254,2192026-08-07
Q2 2026ASML
ASML HLDG NV		N Y REGISTRY SHS3,5773,929+352$4,725,816$7,818,164+$3,092,3482026-08-07
Q2 2026FCFS
FIRSTCASH HOLDINGS INC		United StatesCOM1,53712,688+11,151$288,956$2,744,768+$2,455,8122026-08-07
Q2 2026PWR
QUANTA SVCS INC		United StatesCOM9,48810,707+1,219$5,254,078$7,709,597+$2,455,5192026-08-07
Q2 2026TT
TRANE TECHNOLOGIES PLC		SHS11,81113,339+1,528$4,922,529$6,551,928+$1,629,3992026-08-07
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW23,12925,295+2,166$11,086,594$12,657,630+$1,571,0362026-08-07
Q2 2026NTNX
NUTANIX INC		United StatesCL A99,045100,135+1,090$3,764,700$5,102,879+$1,338,1792026-08-07
Q2 2026PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A37,65938,183+524$5,508,760$4,454,812-$1,053,9482026-08-07
Q2 2026CRM
SALESFORCE INC		United StatesCOM4,86712,221+7,354$908,587$1,914,696+$1,006,1092026-08-07
Q2 2026SHOP
SHOPIFY INC		CL A SUB VTG SHS143,282155,965+12,683$16,996,112$17,808,085+$811,9732026-08-07
Q2 2026STRL
STERLING INFRASTRUCTURE INC		United StatesCOM7271,255+528$296,085$1,053,397+$757,3122026-08-07
Q2 2026ANET
ARISTA NETWORKS INC		United StatesCOM SHS11,97512,213+238$1,470,290$2,074,743+$604,4532026-08-07
Q2 2026V
VISA INC		United StatesCOM CL A7,7868,557+771$2,353,346$2,936,117+$582,7712026-08-07
Q2 2026DGX
QUEST DIAGNOSTICS INC		United StatesCOM3,1985,625+2,427$625,180$1,192,243+$567,0632026-08-07
Q2 2026META
META PLATFORMS INC		United StatesCL A52,06453,815+1,751$29,798,412$30,313,803+$515,3912026-08-07
Q2 2026GE
GE AEROSPACE		United StatesCOM NEW3,8404,102+262$1,089,835$1,533,327+$443,4922026-08-07
Q2 2026GLW
CORNING INC		United StatesCOM1,9612,407+446$266,687$614,947+$348,2602026-08-07
Q2 2026RDDT
REDDIT INC		United StatesCL A1,8843,368+1,484$253,684$584,617+$330,9332026-08-07
Q2 2026CSCO
CISCO SYS INC		United StatesCOM8,0288,037+9$622,896$944,089+$321,1932026-08-07
Q2 2026SNOW
SNOWFLAKE INC		United StatesCOM SHS2,7102,789+79$408,722$709,927+$301,2052026-08-07
Q2 2026TTAN
SERVICETITAN INC		United StatesSHS CL A6,2889,333+3,045$399,037$659,936+$260,8992026-08-07
Q2 2026VRT
VERTIV HOLDINGS CO		United StatesCOM CL A1,4211,833+412$356,282$613,732+$257,4502026-08-07
Q2 2026CVX
CHEVRON CORP NEW		United StatesCOM6,6756,817+142$1,381,137$1,129,994-$251,1432026-08-07
Q2 2026STLD
STEEL DYNAMICS INC		United StatesCOM4,0904,236+146$736,261$972,052+$235,7912026-08-07
Q2 2026PLD
PROLOGIS INC.		United StatesCOM23,14324,266+1,123$3,059,135$3,287,329+$228,1942026-08-07
Q2 2026TXN
TEXAS INSTRS INC		United StatesCOM1,8451,937+92$358,364$577,649+$219,2852026-08-07
Q2 2026AXP
AMERICAN EXPRESS CO		United StatesCOM4,4154,534+119$1,335,711$1,533,844+$198,1332026-08-07
Q2 2026IRM
IRON MTN INC DEL		United StatesCOM6,3646,664+300$650,099$841,849+$191,7502026-08-07
Q2 2026LPLA
LPL FINL HLDGS INC		United StatesCOM6,7027,769+1,067$2,016,303$2,188,466+$172,1632026-08-07
Q2 2026MAR
MARRIOTT INTL INC NEW		United StatesCL A6821,039+357$223,315$385,399+$162,0842026-08-07
Q2 2026CRSP
CRISPR THERAPEUTICS AG		NAMEN AKT20,46020,472+12$973,281$1,116,543+$143,2622026-08-07
Q2 2026COST
COSTCO WHOLESALE CORPORATION		United StatesCOM5,9416,181+240$5,919,987$5,782,955-$137,0322026-08-07
Q2 2026DLR
DIGITAL RLTY TR INC		United StatesCOM11,13011,926+796$2,005,818$2,141,806+$135,9882026-08-07
Q2 2026MELI
MERCADOLIBRE INC		COM291375+84$503,143$636,521+$133,3782026-08-07
Q2 2026MS
MORGAN STANLEY		United StatesCOM NEW1,6371,819+182$269,530$380,446+$110,9162026-08-07
Q2 2026OKLO
OKLO INC		United StatesCOM CL A6,8888,464+1,576$341,575$442,921+$101,3462026-08-07
Q2 2026KO
COCA COLA CO		United StatesCOM13,69613,969+273$1,041,641$1,135,260+$93,6192026-08-07
Q2 2026JNJ
JOHNSON & JOHNSON		United StatesCOM5,4185,559+141$1,324,525$1,412,016+$87,4912026-08-07
Q2 2026ETN
EATON CORP PLC		SHS9781,023+45$350,040$436,261+$86,2212026-08-07
Q2 2026MA
MASTERCARD INCORPORATED		United StatesCL A1,1221,247+125$560,735$640,641+$79,9062026-08-07
Q2 2026BNY
BANK OF NY MELLON CORP		United StatesCOM2,4062,518+112$285,531$364,179+$78,6482026-08-07
Q2 2026SLV
ISHARES SILVER TR		United StatesISHARES5,7405,897+157$391,123$315,358-$75,7652026-08-07
Q2 2026NEE
NEXTERA ENERGY INC		United StatesCOM29,62630,529+903$2,751,709$2,679,541-$72,1682026-08-07
Q2 2026GPC
GENUINE PARTS CO		United StatesCOM4,1444,220+76$438,240$497,876+$59,6362026-08-07
Q2 2026PM
PHILIP MORRIS INTL INC		United StatesCOM2,0032,150+147$331,177$389,083+$57,9062026-08-07
Q2 2026BA
BOEING CO		United StatesCOM2,1512,229+78$428,114$482,575+$54,4612026-08-07
Q2 2026MRK
MERCK &CO INC		United StatesCOM5,6645,696+32$681,416$731,995+$50,5792026-08-07
Q2 2026MCD
MCDONALDS CORP		United StatesCOM1,6051,689+84$498,856$456,731-$42,1252026-08-07
Q2 2026MMM
3M CO		United StatesCOM1,6921,775+83$245,764$287,463+$41,6992026-08-07
Q2 2026TRV
TRAVELERS COMPANIES INC		United StatesCOM969978+9$282,669$322,905+$40,2362026-08-07
Q2 2026PEP
PEPSICO INC		United StatesCOM2,0962,110+14$325,534$285,732-$39,8022026-08-07
Q2 2026WFC
WELLS FARGO CO NEW		United StatesCOM5,2645,550+286$419,090$458,667+$39,5772026-08-07
Q2 2026TJX
TJX COS INC NEW		United StatesCOM1,4521,769+317$231,904$268,063+$36,1592026-08-07
Q2 2026JCI
JOHNSON CONTROLS INTERNATION		SHS1,6171,692+75$211,875$247,258+$35,3832026-08-07
Q2 2026ZIP
ZIPRECRUITER INC		United StatesCL A17,82817,838+10$32,803$66,892+$34,0892026-08-07
Q2 2026MO
ALTRIA GROUP INC		United StatesCOM3,1993,377+178$211,132$243,013+$31,8812026-08-07
Q2 2026CL
COLGATE PALMOLIVE CO		United StatesCOM3,8383,906+68$327,148$358,173+$31,0252026-08-07
Q2 2026PG
PROCTER AND GAMBLE CO		United StatesCOM6,7956,885+90$981,501$1,009,618+$28,1172026-08-07
Q2 2026NKE
NIKE INC		United StatesCL B4,8375,852+1,015$255,532$240,231-$15,3012026-08-07
Q2 2026TTE
TOTALENERGIES SE		ACT2,8283,487+659$257,291$271,149+$13,8582026-08-07
Q2 2026IDXX
IDEXX LABS INC		United StatesCOM461470+9$259,032$247,426-$11,6062026-08-07
Q2 2026SO
SOUTHERN CO		United StatesCOM2,1722,303+131$209,650$220,497+$10,8472026-08-07
Q2 2026RSG
REPUBLIC SVCS INC		United StatesCOM1,3191,326+7$289,062$282,548-$6,5142026-08-07
Q2 2026SPGI
S&P GLOBAL INC		United StatesCOM560575+15$238,414$234,439-$3,9752026-08-07
Q2 2026TEL
TE CONNECTIVITY PLC		ORD SHS1,1311,155+24$236,515$232,942-$3,5732026-08-07
Q2 2026HIG
HARTFORD INSURANCE GROUP INC		United StatesCOM1,6201,635+15$219,158$216,729-$2,4292026-08-07
Q2 2026SPOT
SPOTIFY TECHNOLOGY S A		SHS912960+48$442,239$440,765-$1,4742026-08-07

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