Jackson, Grant Investment Advisers, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 13 quarters from 2015-12-31 to 2026-06-30, Jackson, Grant Investment Advisers, Inc. opened 97 positions, added to 707, reduced 244 and sold out of 130.
- Q2 2026: Stock ABBV; Country of operation United States; Class COM; Shares before 30,640.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 20,791.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 15,533.
- Q2 2026: Stock CVX; Country of operation United States; Class COM; Shares before 4,922.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1650300), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-08-04). 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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 30,640 | 30,346 | -294 | $6,663,799 | $7,636,321 | +$972,522 | 2026-07-31 |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 20,791 | 20,639 | -152 | $5,276,542 | $5,972,121 | +$695,579 | 2026-07-31 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 15,533 | 14,859 | -674 | $2,635,395 | $2,031,532 | -$603,863 | 2026-07-31 |
|---|
| Q2 2026 | CVX
CHEVRON CORPORATION | United States | COM | 4,922 | 4,316 | -606 | $1,018,447 | $715,415 | -$303,032 | 2026-07-31 |
|---|
| Q2 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,412 | 2,005 | -407 | $1,037,859 | $738,602 | -$299,257 | 2026-07-31 |
|---|
| Q2 2026 | TJX
TJX COS INC NEW | United States | COM | 21,890 | 21,750 | -140 | $3,495,850 | $3,295,124 | -$200,726 | 2026-07-31 |
|---|
| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 2,567 | 2,102 | -465 | $2,360,671 | $2,520,706 | +$160,035 | 2026-07-31 |
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| Q2 2026 | PEP
PEPSICO INC | United States | COM | 5,562 | 5,367 | -195 | $863,713 | $726,736 | -$136,977 | 2026-07-31 |
|---|
| Q2 2026 | EMR
EMERSON ELEC CO | United States | COM | 11,685 | 11,412 | -273 | $1,530,952 | $1,633,605 | +$102,653 | 2026-07-31 |
|---|
| Q2 2026 | ABT
ABBOTT LABORATORIES | United States | COM | 7,997 | 7,927 | -70 | $821,001 | $719,254 | -$101,747 | 2026-07-31 |
|---|
| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 27,544 | 26,520 | -1,024 | $3,978,466 | $3,888,883 | -$89,583 | 2026-07-31 |
|---|
| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 13,769 | 13,554 | -215 | $3,365,815 | $3,442,217 | +$76,402 | 2026-07-31 |
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| Q2 2026 | PFE
PFIZER INC | United States | COM | 8,378 | 6,680 | -1,698 | $235,266 | $160,858 | -$74,408 | 2026-07-31 |
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| Q2 2026 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 396 | 50 | -346 | $78,525 | $6,222 | -$72,303 | 2026-07-31 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 18,448 | 18,146 | -302 | $6,828,915 | $6,768,708 | -$60,207 | 2026-07-31 |
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| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 2,071 | 1,822 | -249 | $399,496 | $345,733 | -$53,763 | 2026-07-31 |
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| Q2 2026 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 539 | 264 | -275 | $109,558 | $59,177 | -$50,381 | 2026-07-31 |
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| Q2 2026 | MDT
MEDTRONIC PLC | Ireland | SHS | 1,639 | 1,192 | -447 | $142,058 | $93,242 | -$48,816 | 2026-07-31 |
|---|
| Q2 2026 | ALL
ALLSTATE CORP | United States | COM | 848 | 544 | -304 | $175,751 | $129,432 | -$46,319 | 2026-07-31 |
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| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 1,753 | 1,446 | -307 | $515,803 | $473,353 | -$42,450 | 2026-07-31 |
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| Q2 2026 | PPG
PPG INDS INC | United States | COM | 929 | 498 | -431 | $99,310 | $60,433 | -$38,877 | 2026-07-31 |
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| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,680 | 3,599 | -81 | $1,763,616 | $1,800,737 | +$37,121 | 2026-07-31 |
|---|
| Q2 2026 | LPLA
LPL FINL HLDGS INC | United States | COM | 181 | 84 | -97 | $54,450 | $23,661 | -$30,789 | 2026-07-31 |
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| Q2 2026 | MDLZ
MONDELEZ INTL INC | United States | CL A | 1,857 | 1,409 | -448 | $107,011 | $81,508 | -$25,503 | 2026-07-31 |
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| Q2 2026 | GILD
GILEAD SCIENCES INC | United States | COM | 1,107 | 1,035 | -72 | $154,343 | $130,809 | -$23,534 | 2026-07-31 |
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| Q2 2026 | CMCSA
COMCAST CORP NEW | United States | CL A | 3,806 | 3,804 | -2 | $109,283 | $93,384 | -$15,899 | 2026-07-31 |
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| Q2 2026 | LOW
LOWES COS INC | United States | COM | 607 | 600 | -7 | $143,422 | $132,294 | -$11,128 | 2026-07-31 |
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| Q2 2026 | OTIS
OTIS WORLDWIDE CORP | United States | COM | 466 | 349 | -117 | $35,944 | $24,956 | -$10,988 | 2026-07-31 |
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| Q2 2026 | ED
CONSOLIDATED EDISON INC | United States | COM | 1,423 | 1,357 | -66 | $161,112 | $150,166 | -$10,946 | 2026-07-31 |
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| Q2 2026 | SYK
STRYKER CORPORATION | United States | COM | 583 | 576 | -7 | $191,498 | $181,280 | -$10,218 | 2026-07-31 |
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| Q2 2026 | MA
MASTERCARD INCORPORATED | United States | CL A | 229 | 203 | -26 | $114,276 | $104,253 | -$10,023 | 2026-07-31 |
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| Q2 2026 | SPGI
S&P GLOBAL INC | United States | COM | 153 | 138 | -15 | $65,077 | $56,202 | -$8,875 | 2026-07-31 |
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| Q2 2026 | CARR
CARRIER GLOBAL CORPORATION | United States | COM | 1,458 | 1,225 | -233 | $82,107 | $89,859 | +$7,752 | 2026-07-31 |
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| Q2 2026 | CRM
SALESFORCE INC | United States | COM | 97 | 75 | -22 | $18,107 | $11,750 | -$6,357 | 2026-07-31 |
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| Q2 2026 | CI
THE CIGNA GROUP | United States | COM | 30 | 11 | -19 | $8,003 | $3,032 | -$4,971 | 2026-07-31 |
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| Q2 2026 | TEX
TEREX CORP NEW | United States | COM | 24 | 12 | -12 | $1,394 | $854 | -$540 | 2026-07-31 |
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| Q2 2026 | VSNT
VERSANT MEDIA GROUP INC | United States | COM CL A | 116 | 113 | -3 | $4,294 | $4,069 | -$225 | 2026-07-31 |
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