Investment Partners Asset Management, Inc. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Investment Partners Asset Management, Inc. opened 5 positions, added to 31, reduced 32, sold out of 3 and left 14 unchanged. The largest increase in value was MU (+$1,414,938); the largest decrease was T (-$749,810).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 3,349; Shares 2026-06-30 2,206.
- PANW: Country of operation United States; Class COM; Shares 2026-03-31 7,277; Shares 2026-06-30 7,093.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 17,179; Shares 2026-06-30 16,908.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 35,058; Shares 2026-06-30 34,369.
Two Form 13F-HR filings compared (SEC CIK 1384416): 2026-03-31 (filed 2026-04-07) and 2026-06-30 (filed 2026-07-24). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 3,349 | 2,206 | -1,143 | $1,131,426 | $2,546,364 | +$1,414,938 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 7,277 | 7,093 | -184 | $1,166,649 | $2,418,855 | +$1,252,206 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 17,179 | 16,908 | -271 | $4,939,945 | $6,042,401 | +$1,102,456 |
|---|
AAPL
APPLE INC | United States | COM | 35,058 | 34,369 | -689 | $8,897,337 | $9,945,033 | +$1,047,696 |
|---|
T
AT&T INC | United States | COM | 83,064 | 80,107 | -2,957 | $2,408,025 | $1,658,215 | -$749,810 |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 4,120 | 3,744 | -376 | $880,279 | $1,622,388 | +$742,109 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 24,383 | 24,211 | -172 | $4,252,395 | $4,844,379 | +$591,984 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 8,180 | 8,040 | -140 | $2,346,540 | $2,840,831 | +$494,291 |
|---|
ASML
ASML HLDG NV | | N Y REGISTRY SHS | 708 | 702 | -6 | $935,148 | $1,396,587 | +$461,439 |
|---|
FTNT
FORTINET INC | United States | COM | 5,839 | 5,711 | -128 | $477,163 | $877,324 | +$400,161 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 2,961 | 2,784 | -177 | $2,504,976 | $2,815,654 | +$310,678 |
|---|
AMZN
AMAZON COM INC | United States | COM | 10,106 | 10,066 | -40 | $2,104,777 | $2,399,130 | +$294,353 |
|---|
SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 39,463 | 38,770 | -693 | $1,760,839 | $1,482,177 | -$278,662 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 9,006 | 8,694 | -312 | $2,182,964 | $2,444,840 | +$261,876 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 2,963 | 2,942 | -21 | $840,858 | $1,099,581 | +$258,723 |
|---|
GEV
GE VERNOVA INC | United States | COM | 791 | 772 | -19 | $690,464 | $906,992 | +$216,528 |
|---|
CRM
SALESFORCE INC | United States | COM | 3,560 | 2,895 | -665 | $664,545 | $453,531 | -$211,014 |
|---|
PEP
PEPSICO INC | United States | COM | 4,242 | 3,512 | -730 | $658,740 | $475,525 | -$183,215 |
|---|
WPM
WHEATON PRECIOUS METALS CORP | | COM | 7,333 | 7,278 | -55 | $960,696 | $817,465 | -$143,231 |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 1,921 | 1,917 | -4 | $380,915 | $238,551 | -$142,364 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 2,159 | 1,919 | -240 | $446,788 | $318,166 | -$128,622 |
|---|
V
VISA INC | United States | COM CL A | 3,383 | 3,307 | -76 | $1,022,478 | $1,134,599 | +$112,121 |
|---|
MCD
MCDONALDS CORP | United States | COM | 1,568 | 1,518 | -50 | $487,319 | $410,331 | -$76,988 |
|---|
GNRC
GENERAC HLDGS INC | United States | COM | 1,050 | 953 | -97 | $205,097 | $279,048 | +$73,951 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 7,921 | 7,905 | -16 | $1,936,204 | $2,007,676 | +$71,472 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 2,915 | 2,903 | -12 | $592,270 | $650,127 | +$57,857 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 779 | 777 | -2 | $776,219 | $726,860 | -$49,359 |
|---|
KMI
KINDER MORGAN INC DEL | United States | COM | 26,608 | 26,425 | -183 | $892,172 | $844,793 | -$47,379 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,740 | 2,692 | -48 | $1,313,008 | $1,347,050 | +$34,042 |
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QCOM
QUALCOMM INC | United States | COM | 8,339 | 5,961 | -2,378 | $1,073,853 | $1,101,471 | +$27,618 |
|---|
CB
CHUBB LTD SWITZ | | COM | 1,794 | 1,774 | -20 | $584,718 | $604,473 | +$19,755 |
|---|
VEEV
VEEVA SYS INC | United States | CL A COM | 1,285 | 1,270 | -15 | $225,723 | $225,387 | -$336 |
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