Global Wealth Management Investment Advisory, Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Global Wealth Management Investment Advisory, Inc. opened 72 positions, added to 605, reduced 217 and sold out of 279.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 72,456.
- Q2 2026: Stock BAC; Country of operation United States; Class COM; Shares before 247,786.
- Q2 2026: Stock CVX; Country of operation United States; Class COM; Shares before 75,220.
- Q2 2026: Stock ABBV; Country of operation United States; Class COM; Shares before 47,021.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767855), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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 2018-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 72,456 | 73,896 | +1,440 | $18,388,697 | $21,382,595 | +$2,993,898 | 2026-07-29 |
|---|
| Q2 2026 | BAC
BANK OF AMER CORP | United States | COM | 247,786 | 264,099 | +16,313 | $12,079,585 | $15,048,380 | +$2,968,795 | 2026-07-29 |
|---|
| Q2 2026 | CVX
CHEVRON CORPORATION | United States | COM | 75,220 | 78,955 | +3,735 | $15,563,011 | $13,087,652 | -$2,475,359 | 2026-07-29 |
|---|
| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 47,021 | 50,291 | +3,270 | $10,226,588 | $12,655,172 | +$2,428,584 | 2026-07-29 |
|---|
| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 31,461 | 31,551 | +90 | $9,047,040 | $11,275,255 | +$2,228,215 | 2026-07-29 |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 41,906 | 43,907 | +2,001 | $12,327,167 | $14,371,943 | +$2,044,776 | 2026-07-29 |
|---|
| Q2 2026 | DAL
DELTA AIR LINES INC | United States | COM NEW | 59,983 | 62,969 | +2,986 | $3,987,662 | $5,897,635 | +$1,909,973 | 2026-07-29 |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 42,796 | 43,946 | +1,150 | $8,913,169 | $10,474,011 | +$1,560,842 | 2026-07-29 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 40,263 | 43,988 | +3,725 | $14,904,119 | $16,408,519 | +$1,504,400 | 2026-07-29 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 19,414 | 20,638 | +1,224 | $4,705,854 | $5,803,664 | +$1,097,810 | 2026-07-29 |
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| Q2 2026 | KMB
KIMBERLY-CLARK CORP | United States | COM | 58,025 | 60,346 | +2,321 | $5,597,650 | $6,624,179 | +$1,026,529 | 2026-07-29 |
|---|
| Q2 2026 | NET
CLOUDFLARE INC | United States | CL A COM | 24,068 | 24,424 | +356 | $4,966,191 | $5,990,596 | +$1,024,405 | 2026-07-29 |
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| Q2 2026 | TFC
TRUIST FINL CORP | United States | COM | 139,989 | 149,572 | +9,583 | $6,435,297 | $7,451,688 | +$1,016,391 | 2026-07-29 |
|---|
| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | 44,188 | 45,738 | +1,550 | $4,248,695 | $3,265,672 | -$983,023 | 2026-07-29 |
|---|
| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 157,102 | 165,056 | +7,954 | $7,886,499 | $6,988,481 | -$898,018 | 2026-07-29 |
|---|
| Q2 2026 | AXP
AMERICAN EXPRESS CO | United States | COM | 15,232 | 16,125 | +893 | $4,607,387 | $5,454,144 | +$846,757 | 2026-07-29 |
|---|
| Q2 2026 | MCD
MCDONALDS CORP | United States | COM | 15,071 | 20,395 | +5,324 | $4,683,966 | $5,512,966 | +$829,000 | 2026-07-29 |
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| Q2 2026 | D
DOMINION ENERGY INC | United States | COM | 99,681 | 101,280 | +1,599 | $6,162,306 | $6,916,403 | +$754,097 | 2026-07-29 |
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| Q2 2026 | MAR
MARRIOTT INTL INC NEW | United States | CL A | 10,870 | 11,385 | +515 | $3,555,299 | $4,219,332 | +$664,033 | 2026-07-29 |
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| Q2 2026 | HD
HOME DEPOT INC | United States | COM | 14,331 | 15,217 | +886 | $4,713,174 | $5,366,883 | +$653,709 | 2026-07-29 |
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| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 42,287 | 45,994 | +3,707 | $6,107,897 | $6,744,524 | +$636,627 | 2026-07-29 |
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| Q2 2026 | AMGN
AMGEN INC | United States | COM | 15,386 | 16,701 | +1,315 | $5,413,490 | $6,047,917 | +$634,427 | 2026-07-29 |
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| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 25,336 | 26,680 | +1,344 | $6,193,070 | $6,776,005 | +$582,935 | 2026-07-29 |
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| Q2 2026 | KO
COCA COLA CO | United States | COM | 62,828 | 65,130 | +2,302 | $4,778,089 | $5,293,081 | +$514,992 | 2026-07-29 |
|---|
| Q2 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 39,187 | 40,349 | +1,162 | $3,855,250 | $4,337,471 | +$482,221 | 2026-07-29 |
|---|
| Q2 2026 | TMUS
T-MOBILE US INC | United States | COM | 16,180 | 17,674 | +1,494 | $3,398,230 | $2,964,527 | -$433,703 | 2026-07-29 |
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| Q2 2026 | GD
GENERAL DYNAMICS CORP | United States | COM | 13,271 | 13,862 | +591 | $4,554,784 | $4,910,407 | +$355,623 | 2026-07-29 |
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| Q2 2026 | PEP
PEPSICO INC | United States | COM | 29,556 | 31,294 | +1,738 | $4,589,815 | $4,237,260 | -$352,555 | 2026-07-29 |
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| Q2 2026 | UBER
UBER TECHNOLOGIES INC | United States | COM | 54,207 | 58,038 | +3,831 | $3,899,105 | $4,188,018 | +$288,913 | 2026-07-29 |
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| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 26,202 | 28,101 | +1,899 | $5,054,380 | $5,331,638 | +$277,258 | 2026-07-29 |
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| Q2 2026 | WMT
WALMART INC | United States | COM | 37,512 | 39,284 | +1,772 | $4,662,002 | $4,449,333 | -$212,669 | 2026-07-29 |
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| Q2 2026 | MCK
MCKESSON CORP | United States | COM | 4,536 | 4,921 | +385 | $3,925,325 | $3,718,027 | -$207,298 | 2026-07-29 |
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| Q2 2026 | PSA
PUBLIC STORAGE | United States | COM | 3,965 | 4,004 | +39 | $1,074,042 | $1,274,593 | +$200,551 | 2026-07-29 |
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| Q2 2026 | ARCC
ARES CAPITAL CORP | United States | COM | 62,577 | 71,285 | +8,708 | $1,127,644 | $1,320,910 | +$193,266 | 2026-07-29 |
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| Q2 2026 | SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 33,762 | 36,628 | +2,866 | $4,004,848 | $4,182,185 | +$177,337 | 2026-07-29 |
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| Q2 2026 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 42,820 | 45,638 | +2,818 | $5,606,808 | $5,776,898 | +$170,090 | 2026-07-29 |
|---|
| Q2 2026 | OBDC
BLUE OWL CAPITAL CORPORATION | United States | COM | 101,498 | 116,637 | +15,139 | $1,122,573 | $1,267,840 | +$145,267 | 2026-07-29 |
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| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 8,641 | 8,979 | +338 | $4,943,612 | $5,057,585 | +$113,973 | 2026-07-29 |
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| Q2 2026 | DLR
DIGITAL RLTY TR INC | United States | COM | 36,407 | 37,146 | +739 | $6,560,891 | $6,670,640 | +$109,749 | 2026-07-29 |
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| Q2 2026 | TJX
TJX COS INC NEW | United States | COM | 24,831 | 26,831 | +2,000 | $3,965,433 | $4,064,824 | +$99,391 | 2026-07-29 |
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| Q2 2026 | VTR
VENTAS INC | United States | COM | 12,929 | 12,970 | +41 | $1,057,324 | $1,151,763 | +$94,439 | 2026-07-29 |
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| Q2 2026 | GBDC
GOLUB CAP BDC INC | United States | COM | 98,148 | 101,186 | +3,038 | $1,242,549 | $1,303,272 | +$60,723 | 2026-07-29 |
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| Q2 2026 | O
REALTY INCOME CORP | United States | COM | 18,451 | 19,088 | +637 | $1,128,820 | $1,182,717 | +$53,897 | 2026-07-29 |
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| Q2 2026 | MDT
MEDTRONIC PLC | Ireland | SHS | 49,113 | 54,915 | +5,802 | $4,255,684 | $4,296,002 | +$40,318 | 2026-07-29 |
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| Q2 2026 | PLD
PROLOGIS INC. | United States | COM | 7,514 | 7,606 | +92 | $993,146 | $1,030,411 | +$37,265 | 2026-07-29 |
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| Q2 2026 | BX
BLACKSTONE INC | United States | COM | 8,282 | 8,402 | +120 | $952,357 | $988,716 | +$36,359 | 2026-07-29 |
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| Q2 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 568 | 569 | +1 | $244,375 | $209,608 | -$34,767 | 2026-07-29 |
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| Q2 2026 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 1,569 | 1,746 | +177 | $205,665 | $238,870 | +$33,205 | 2026-07-29 |
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| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 4,901 | 5,195 | +294 | $4,883,370 | $4,859,800 | -$23,570 | 2026-07-29 |
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| Q2 2026 | ENB
ENBRIDGE INC | | COM | 14,386 | 14,453 | +67 | $778,857 | $783,496 | +$4,639 | 2026-07-29 |
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| Q2 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 49,287 | 52,178 | +2,891 | $4,577,752 | $4,579,676 | +$1,924 | 2026-07-29 |
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| Q2 2026 | KKR
KKR & CO INC | United States | COM | 9,548 | 9,616 | +68 | $883,147 | $882,548 | -$599 | 2026-07-29 |
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