GREENWOOD CAPITAL ASSOCIATES LLC 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, GREENWOOD CAPITAL ASSOCIATES LLC opened 458 positions, added to 943, reduced 1,362 and sold out of 401.
- Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 94,191.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 141,056.
- Q2 2026: Stock SPGI; Country of operation United States; Class COM; Shares before 11,701.
- Q2 2026: Stock PANW; Country of operation United States; Class COM; Shares before 60,794.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1161822), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-04); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-26); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-18); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). 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 2001-09-30. 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 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 94,191 | 92,008 | -2,183 | $27,085,564 | $32,880,899 | +$5,795,335 | 2026-07-28 |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 141,056 | 139,989 | -1,067 | $35,798,526 | $40,507,130 | +$4,708,604 | 2026-07-28 |
|---|
| Q2 2026 | SPGI
S&P GLOBAL INC | United States | COM | 11,701 | 2,051 | -9,650 | $4,976,903 | $835,290 | -$4,141,613 | 2026-07-28 |
|---|
| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 60,794 | 39,882 | -20,912 | $9,746,494 | $13,600,560 | +$3,854,066 | 2026-07-28 |
|---|
| Q2 2026 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 21,127 | 13,649 | -7,478 | $4,297,866 | $7,928,841 | +$3,630,975 | 2026-07-28 |
|---|
| Q2 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 22,013 | 21,632 | -381 | $5,956,498 | $8,990,908 | +$3,034,410 | 2026-07-28 |
|---|
| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 12,014 | 11,650 | -364 | $11,049,948 | $13,973,139 | +$2,923,191 | 2026-07-28 |
|---|
| Q2 2026 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 51,083 | 24,178 | -26,905 | $5,059,771 | $7,202,384 | +$2,142,613 | 2026-07-28 |
|---|
| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 47,170 | 37,981 | -9,189 | $11,530,289 | $9,646,091 | -$1,884,198 | 2026-07-28 |
|---|
| Q2 2026 | TXN
TEXAS INSTRS INC | United States | COM | 48,115 | 36,522 | -11,593 | $9,341,046 | $10,886,113 | +$1,545,067 | 2026-07-28 |
|---|
| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 13,233 | 11,220 | -2,013 | $7,570,996 | $6,320,114 | -$1,250,882 | 2026-07-28 |
|---|
| Q2 2026 | D
DOMINION ENERGY INC | United States | COM | 36,819 | 16,216 | -20,603 | $2,276,151 | $1,107,391 | -$1,168,760 | 2026-07-28 |
|---|
| Q2 2026 | EL
LAUDER ESTEE COS INC | United States | CL A | 73,462 | 52,606 | -20,856 | $5,272,368 | $4,153,244 | -$1,119,124 | 2026-07-28 |
|---|
| Q2 2026 | ETN
EATON CORP PLC | | SHS | 16,904 | 16,790 | -114 | $6,046,054 | $7,154,555 | +$1,108,501 | 2026-07-28 |
|---|
| Q2 2026 | MAA
MID-AMER APT CMNTYS INC | United States | COM | 60,385 | 59,507 | -878 | $7,374,216 | $8,267,903 | +$893,687 | 2026-07-28 |
|---|
| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 13,503 | 13,378 | -125 | $3,873,471 | $4,726,849 | +$853,378 | 2026-07-28 |
|---|
| Q2 2026 | HBAN
HUNTINGTON BANCSHARES INC | United States | COM | 407,441 | 399,740 | -7,701 | $6,376,452 | $7,087,390 | +$710,938 | 2026-07-28 |
|---|
| Q2 2026 | TT
TRANE TECHNOLOGIES PLC | | SHS | 9,962 | 9,853 | -109 | $4,151,564 | $4,839,399 | +$687,835 | 2026-07-28 |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 33,209 | 31,815 | -1,394 | $9,768,831 | $10,414,084 | +$645,253 | 2026-07-28 |
|---|
| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 31,247 | 31,121 | -126 | $14,973,562 | $15,572,637 | +$599,075 | 2026-07-28 |
|---|
| Q2 2026 | VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 12,101 | 12,024 | -77 | $5,403,581 | $5,972,682 | +$569,101 | 2026-07-28 |
|---|
| Q2 2026 | CSCO
CISCO SYS INC | United States | COM | 98,235 | 69,238 | -28,997 | $7,622,054 | $8,132,695 | +$510,641 | 2026-07-28 |
|---|
| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 57,529 | 56,738 | -791 | $2,887,956 | $2,402,287 | -$485,669 | 2026-07-28 |
|---|
| Q2 2026 | TJX
TJX COS INC NEW | United States | COM | 45,006 | 44,487 | -519 | $7,187,458 | $6,739,781 | -$447,677 | 2026-07-28 |
|---|
| Q2 2026 | QCOM
QUALCOMM INC | United States | COM | 58,974 | 43,258 | -15,716 | $7,594,672 | $7,993,646 | +$398,974 | 2026-07-28 |
|---|
| Q2 2026 | HD
HOME DEPOT INC | United States | COM | 19,681 | 19,469 | -212 | $6,472,884 | $6,866,327 | +$393,443 | 2026-07-28 |
|---|
| Q2 2026 | KO
COCA COLA CO | United States | COM | 82,167 | 81,634 | -533 | $6,248,777 | $6,634,370 | +$385,593 | 2026-07-28 |
|---|
| Q2 2026 | SWK
STANLEY BLACK & DECKER INC | United States | COM | 18,367 | 17,601 | -766 | $1,305,159 | $1,656,606 | +$351,447 | 2026-07-28 |
|---|
| Q2 2026 | CVS
CVS HEALTH CORP | United States | COM | 19,779 | 10,544 | -9,235 | $1,420,528 | $1,090,777 | -$329,751 | 2026-07-28 |
|---|
| Q2 2026 | BBY
BEST BUY INC | United States | COM | 22,270 | 15,074 | -7,196 | $1,429,734 | $1,143,815 | -$285,919 | 2026-07-28 |
|---|
| Q2 2026 | MRCY
MERCURY SYS INC | United States | COM | 6,608 | 6,236 | -372 | $481,789 | $762,850 | +$281,061 | 2026-07-28 |
|---|
| Q2 2026 | DHR
DANAHER CORP DEL | United States | COM | 4,878 | 3,412 | -1,466 | $924,869 | $649,918 | -$274,951 | 2026-07-28 |
|---|
| Q2 2026 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 21,965 | 20,570 | -1,395 | $2,876,135 | $2,603,787 | -$272,348 | 2026-07-28 |
|---|
| Q2 2026 | PEGA
PEGASYSTEMS INC | United States | COM | 19,986 | 19,349 | -637 | $850,604 | $579,890 | -$270,714 | 2026-07-28 |
|---|
| Q2 2026 | SKT
TANGER INC | United States | COM | 56,834 | 55,481 | -1,353 | $1,931,219 | $2,189,835 | +$258,616 | 2026-07-28 |
|---|
| Q2 2026 | HUBB
HUBBELL INC | United States | COM | 1,217 | 708 | -509 | $597,231 | $370,426 | -$226,805 | 2026-07-28 |
|---|
| Q2 2026 | MGNI
MAGNITE INC | United States | COM | 36,804 | 34,891 | -1,913 | $437,232 | $662,231 | +$224,999 | 2026-07-28 |
|---|
| Q2 2026 | KMB
KIMBERLY-CLARK CORP | United States | COM | 19,050 | 18,723 | -327 | $1,837,754 | $2,055,224 | +$217,470 | 2026-07-28 |
|---|
| Q2 2026 | AMGN
AMGEN INC | United States | COM | 30,444 | 30,169 | -275 | $10,711,721 | $10,924,798 | +$213,077 | 2026-07-28 |
|---|
| Q2 2026 | MOH
MOLINA HEALTHCARE INC | United States | COM | 3,865 | 3,134 | -731 | $515,205 | $716,746 | +$201,541 | 2026-07-28 |
|---|
| Q2 2026 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 5,649 | 5,577 | -72 | $1,175,500 | $1,373,169 | +$197,669 | 2026-07-28 |
|---|
| Q2 2026 | OKTA
OKTA INC | United States | CL A | 6,193 | 5,004 | -1,189 | $487,451 | $682,796 | +$195,345 | 2026-07-28 |
|---|
| Q2 2026 | KVUE
KENVUE INC | United States | COM | 112,417 | 111,521 | -896 | $1,938,069 | $2,131,166 | +$193,097 | 2026-07-28 |
|---|
| Q2 2026 | SYY
SYSCO CORP | United States | COM | 16,523 | 16,240 | -283 | $1,178,586 | $1,357,339 | +$178,753 | 2026-07-28 |
|---|
| Q2 2026 | GNRC
GENERAC HLDGS INC | United States | COM | 3,053 | 2,647 | -406 | $596,342 | $775,068 | +$178,726 | 2026-07-28 |
|---|
| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 5,321 | 5,301 | -20 | $1,157,264 | $1,333,944 | +$176,680 | 2026-07-28 |
|---|
| Q2 2026 | SWKS
SKYWORKS SOLUTIONS INC | United States | COM | 20,702 | 18,956 | -1,746 | $1,108,592 | $1,285,217 | +$176,625 | 2026-07-28 |
|---|
| Q2 2026 | PPG
PPG INDS INC | United States | COM | 12,088 | 12,041 | -47 | $1,291,965 | $1,460,453 | +$168,488 | 2026-07-28 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 6,636 | 6,607 | -29 | $1,157,391 | $1,321,967 | +$164,576 | 2026-07-28 |
|---|
| Q2 2026 | PFG
PRINCIPAL FINANCIAL GROUP IN | United States | COM | 10,728 | 10,424 | -304 | $966,700 | $1,123,499 | +$156,799 | 2026-07-28 |
|---|
| Q2 2026 | AMBA
AMBARELLA INC | United States | SHS | 8,986 | 7,075 | -1,911 | $462,555 | $607,035 | +$144,480 | 2026-07-28 |
|---|
| Q2 2026 | FHN
FIRST HORIZON CORPORATION | United States | COM | 63,490 | 61,940 | -1,550 | $1,445,043 | $1,588,153 | +$143,110 | 2026-07-28 |
|---|
| Q2 2026 | ABCB
AMERIS BANCORP | United States | COM | 10,692 | 7,681 | -3,011 | $833,869 | $693,287 | -$140,582 | 2026-07-28 |
|---|
| Q2 2026 | UNM
UNUM GROUP | United States | COM | 8,978 | 8,889 | -89 | $655,663 | $794,677 | +$139,014 | 2026-07-28 |
|---|
| Q2 2026 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 33,409 | 32,798 | -611 | $2,026,256 | $1,889,821 | -$136,435 | 2026-07-28 |
|---|
| Q2 2026 | CFG
CITIZENS FINL GROUP INC | United States | COM | 15,306 | 14,903 | -403 | $917,901 | $1,044,253 | +$126,352 | 2026-07-28 |
|---|
| Q2 2026 | DPZ
DOMINOS PIZZA INC | United States | COM | 1,850 | 1,825 | -25 | $663,762 | $540,273 | -$123,489 | 2026-07-28 |
|---|
| Q2 2026 | KEY
KEYCORP | United States | COM | 43,854 | 43,481 | -373 | $879,273 | $1,002,237 | +$122,964 | 2026-07-28 |
|---|
| Q2 2026 | WRBY
WARBY PARKER INC | United States | CL A COM | 13,610 | 13,491 | -119 | $286,763 | $409,317 | +$122,554 | 2026-07-28 |
|---|
| Q2 2026 | RMBS
RAMBUS INC DEL | United States | COM | 5,599 | 4,519 | -1,080 | $481,682 | $599,852 | +$118,170 | 2026-07-28 |
|---|
| Q2 2026 | NFG
NATIONAL FUEL GAS CO | United States | COM | 5,833 | 5,622 | -211 | $548,069 | $434,075 | -$113,994 | 2026-07-28 |
|---|
| Q2 2026 | GENI
GENIUS SPORTS LIMITED | | SHARES CL A | 75,587 | 74,016 | -1,571 | $334,850 | $448,537 | +$113,687 | 2026-07-28 |
|---|
| Q2 2026 | TDW
TIDEWATER INC NEW | United States | COM | 6,174 | 6,037 | -137 | $515,838 | $402,245 | -$113,593 | 2026-07-28 |
|---|
| Q2 2026 | VCTR
VICTORY CAP HLDGS INC DEL | United States | COM CL A | 7,894 | 7,411 | -483 | $516,899 | $622,969 | +$106,070 | 2026-07-28 |
|---|
| Q2 2026 | GIS
GENERAL MILLS INC | United States | COM | 34,911 | 34,346 | -565 | $1,299,387 | $1,195,241 | -$104,146 | 2026-07-28 |
|---|
| Q2 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 12,576 | 12,359 | -217 | $1,237,227 | $1,328,593 | +$91,366 | 2026-07-28 |
|---|
| Q2 2026 | OKE
ONEOK INC NEW | United States | COM | 19,295 | 19,011 | -284 | $1,744,075 | $1,652,816 | -$91,259 | 2026-07-28 |
|---|
| Q2 2026 | ONTO
ONTO INNOVATION INC | United States | COM | 2,563 | 1,622 | -941 | $525,594 | $613,846 | +$88,252 | 2026-07-28 |
|---|
| Q2 2026 | TFC
TRUIST FINL CORP | United States | COM | 22,857 | 22,784 | -73 | $1,050,736 | $1,135,099 | +$84,363 | 2026-07-28 |
|---|
| Q2 2026 | SPXC
SPX TECHNOLOGIES INC | United States | COM | 2,525 | 2,396 | -129 | $504,849 | $587,427 | +$82,578 | 2026-07-28 |
|---|
| Q2 2026 | EXEL
EXELIXIS INC | United States | COM | 8,447 | 8,152 | -295 | $362,292 | $443,550 | +$81,258 | 2026-07-28 |
|---|
| Q2 2026 | GMED
GLOBUS MED INC | United States | CL A | 7,909 | 7,613 | -296 | $681,439 | $601,503 | -$79,936 | 2026-07-28 |
|---|
| Q2 2026 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 1,439 | 1,384 | -55 | $408,331 | $330,790 | -$77,541 | 2026-07-28 |
|---|
| Q2 2026 | SAM
BOSTON BEER INC | United States | CL A | 1,325 | 1,321 | -4 | $305,280 | $233,857 | -$71,423 | 2026-07-28 |
|---|
| Q2 2026 | VNOM
VIPER ENERGY INC | United States | CL A | 11,092 | 10,679 | -413 | $521,213 | $452,790 | -$68,423 | 2026-07-28 |
|---|
| Q2 2026 | ASH
ASHLAND INC | United States | COM | 7,086 | 7,007 | -79 | $394,052 | $461,691 | +$67,639 | 2026-07-28 |
|---|
| Q2 2026 | LOW
LOWES COS INC | United States | COM | 2,831 | 2,731 | -100 | $668,909 | $602,158 | -$66,751 | 2026-07-28 |
|---|
| Q2 2026 | AMCR
AMCOR PLC | | COM NEW | 30,110 | 29,143 | -967 | $1,196,873 | $1,263,349 | +$66,476 | 2026-07-28 |
|---|
| Q2 2026 | NBTB
NBT BANCORP INC | United States | COM | 11,371 | 11,125 | -246 | $484,177 | $549,241 | +$65,064 | 2026-07-28 |
|---|
| Q2 2026 | HXL
HEXCEL CORP NEW | United States | COM | 4,649 | 4,385 | -264 | $376,244 | $438,763 | +$62,519 | 2026-07-28 |
|---|
| Q2 2026 | INCY
INCYTE CORP | United States | COM | 3,343 | 3,319 | -24 | $314,643 | $376,242 | +$61,599 | 2026-07-28 |
|---|
| Q2 2026 | CG
CARLYLE GROUP INC | United States | COM | 8,859 | 8,740 | -119 | $428,687 | $368,041 | -$60,646 | 2026-07-28 |
|---|
| Q2 2026 | MS
MORGAN STANLEY | United States | COM NEW | 41,992 | 33,343 | -8,649 | $6,910,623 | $6,970,021 | +$59,398 | 2026-07-28 |
|---|
| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 9,992 | 9,775 | -217 | $1,201,938 | $1,256,088 | +$54,150 | 2026-07-28 |
|---|
| Q2 2026 | ST
SENSATA TECHNOLOGIES HLDG PL | | SHS | 14,900 | 12,084 | -2,816 | $524,778 | $576,890 | +$52,112 | 2026-07-28 |
|---|
| Q2 2026 | EXP
EAGLE MATLS INC | United States | COM | 1,542 | 1,526 | -16 | $292,132 | $343,350 | +$51,218 | 2026-07-28 |
|---|
| Q2 2026 | GBCI
GLACIER BANCORP INC NEW | United States | COM | 11,572 | 11,003 | -569 | $516,921 | $567,535 | +$50,614 | 2026-07-28 |
|---|
| Q2 2026 | CFR
CULLEN FROST BANKERS INC | United States | COM | 3,578 | 3,490 | -88 | $490,472 | $539,275 | +$48,803 | 2026-07-28 |
|---|
| Q2 2026 | LNC
LINCOLN NATL CORP IND | United States | COM | 26,393 | 25,197 | -1,196 | $936,952 | $890,714 | -$46,238 | 2026-07-28 |
|---|
| Q2 2026 | PNFP
PINNACLE FINL PARTNERS INC | United States | COM | 4,129 | 3,979 | -150 | $355,671 | $401,402 | +$45,731 | 2026-07-28 |
|---|
| Q2 2026 | MCHP
MICROCHIP TECHNOLOGY INC. | United States | COM | 19,681 | 14,437 | -5,244 | $1,271,589 | $1,316,654 | +$45,065 | 2026-07-28 |
|---|
| Q2 2026 | DAR
DARLING INGREDIENTS INC | United States | COM | 5,246 | 5,136 | -110 | $324,465 | $280,528 | -$43,937 | 2026-07-28 |
|---|
| Q2 2026 | IVZ
INVESCO LTD | United States | SHS | 66,152 | 62,423 | -3,729 | $1,606,832 | $1,647,343 | +$40,511 | 2026-07-28 |
|---|
| Q2 2026 | LSCC
LATTICE SEMICONDUCTOR CORP | United States | COM | 5,974 | 3,879 | -2,095 | $554,148 | $593,332 | +$39,184 | 2026-07-28 |
|---|
| Q2 2026 | PCRX
PACIRA BIOSCIENCES INC | United States | COM | 22,795 | 21,796 | -999 | $515,167 | $552,965 | +$37,798 | 2026-07-28 |
|---|
| Q2 2026 | KEX
KIRBY CORP | United States | COM | 3,325 | 3,004 | -321 | $441,826 | $408,454 | -$33,372 | 2026-07-28 |
|---|
| Q2 2026 | OCFC
OCEANFIRST FINL CORP | United States | COM | 26,928 | 26,477 | -451 | $485,781 | $517,096 | +$31,315 | 2026-07-28 |
|---|
| Q2 2026 | UTI
UNIVERSAL TECHNICAL INST INC | United States | COM | 10,567 | 9,566 | -1,001 | $381,469 | $409,138 | +$27,669 | 2026-07-28 |
|---|
| Q2 2026 | GD
GENERAL DYNAMICS CORP | United States | COM | 866 | 765 | -101 | $297,229 | $270,994 | -$26,235 | 2026-07-28 |
|---|
| Q2 2026 | MC
MOELIS & CO | United States | CL A | 7,902 | 7,266 | -636 | $450,414 | $475,342 | +$24,928 | 2026-07-28 |
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