L.M. KOHN & COMPANY quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, L.M. KOHN & COMPANY opened 1 positions, added to 1, reduced 57, sold out of 74 and left 5 unchanged. The largest increase in value was PANW (+$356,335); the largest decrease was AAPL (-$24,711,415).
- IBM: Country of operation United States; Class Common Stock; Shares 2025-06-30 1,807; Shares 2025-09-30 1,844.
Two Form 13F-HR filings compared (SEC CIK 870260): 2025-06-30 (filed 2025-08-04) and 2025-09-30 (filed 2025-11-04). 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; share change is the position change.
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