Lansforsakringar Fondforvaltning AB (publ) historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Lansforsakringar Fondforvaltning AB (publ) opened 452 positions, added to 1,162, reduced 1,424 and sold out of 144.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 4,821,645.
- Q2 2026: Stock INTC; Country of operation United States; Class COM; Shares before 1,520,799.
- Q2 2026: Stock AVGO; Country of operation United States; Class COM; Shares before 1,741,305.
- Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 3,699,942.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2059323), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14). 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 2024-12-31.
| 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 | 4,821,645 | 4,740,533 | -81,112 | $1,223,678,862 | $1,371,720,629 | +$148,041,767 | 2026-08-13 |
|---|
| Q2 2026 | INTC
INTEL CORP | United States | COM | 1,520,799 | 1,374,357 | -146,442 | $67,112,508 | $191,901,468 | +$124,788,960 | 2026-08-13 |
|---|
| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 1,741,305 | 1,711,360 | -29,945 | $538,948,482 | $646,466,240 | +$107,517,758 | 2026-08-13 |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 3,699,942 | 3,652,011 | -47,931 | $770,582,876 | $870,420,302 | +$99,837,426 | 2026-08-13 |
|---|
| Q2 2026 | AMAT
APPLIED MATLS INC | United States | COM | 264,856 | 248,153 | -16,703 | $90,524,657 | $179,414,619 | +$88,889,962 | 2026-08-13 |
|---|
| Q2 2026 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 423,496 | 401,561 | -21,935 | $90,483,680 | $174,008,428 | +$83,524,748 | 2026-08-13 |
|---|
| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | 1,843,033 | 1,439,096 | -403,937 | $177,206,693 | $102,751,454 | -$74,455,239 | 2026-08-13 |
|---|
| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 507,550 | 439,360 | -68,190 | $81,369,989 | $149,830,547 | +$68,460,558 | 2026-08-13 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 8,949,785 | 8,128,594 | -821,191 | $1,560,834,312 | $1,626,450,373 | +$65,616,061 | 2026-08-13 |
|---|
| Q2 2026 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 275,425 | 262,580 | -12,845 | $27,280,703 | $78,219,956 | +$50,939,253 | 2026-08-13 |
|---|
| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 2,450,129 | 1,729,612 | -720,517 | $122,995,830 | $73,231,772 | -$49,764,058 | 2026-08-13 |
|---|
| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 1,541,215 | 1,387,835 | -153,380 | $442,110,614 | $490,363,741 | +$48,253,127 | 2026-08-13 |
|---|
| Q2 2026 | GILD
GILEAD SCIENCES INC | United States | COM | 689,133 | 381,309 | -307,824 | $96,043,962 | $48,174,579 | -$47,869,383 | 2026-08-13 |
|---|
| Q2 2026 | AMT
AMERICAN TOWER CORP | United States | COM | 407,551 | 145,687 | -261,864 | $70,334,782 | $23,830,023 | -$46,504,759 | 2026-08-13 |
|---|
| Q2 2026 | AXP
AMERICAN EXPRESS CO | United States | COM | 331,156 | 162,888 | -168,268 | $100,167,541 | $55,096,866 | -$45,070,675 | 2026-08-13 |
|---|
| Q2 2026 | C
CITIGROUP INC | United States | COM NEW | 1,031,974 | 520,210 | -511,764 | $117,035,557 | $72,808,592 | -$44,226,965 | 2026-08-13 |
|---|
| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 147,920 | 139,794 | -8,126 | $104,794,853 | $148,866,631 | +$44,071,778 | 2026-08-13 |
|---|
| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,586,988 | 2,203,224 | -383,764 | $743,910,365 | $787,366,161 | +$43,455,796 | 2026-08-13 |
|---|
| Q2 2026 | FDX
FEDEX CORP | United States | COM | 179,109 | 65,190 | -113,919 | $63,794,709 | $20,412,945 | -$43,381,764 | 2026-08-13 |
|---|
| Q2 2026 | DIS
DISNEY WALT CO | United States | COM | 981,821 | 568,864 | -412,957 | $94,627,411 | $54,753,160 | -$39,874,251 | 2026-08-13 |
|---|
| Q2 2026 | PFE
PFIZER INC | United States | COM | 3,158,825 | 2,042,458 | -1,116,367 | $88,699,340 | $49,182,389 | -$39,516,951 | 2026-08-13 |
|---|
| Q2 2026 | ZTS
ZOETIS INC | United States | CL A | 393,516 | 134,828 | -258,688 | $46,517,282 | $9,688,740 | -$36,828,542 | 2026-08-13 |
|---|
| Q2 2026 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 209,736 | 83,264 | -126,472 | $54,591,897 | $22,520,414 | -$32,071,483 | 2026-08-13 |
|---|
| Q2 2026 | WY
WEYERHAEUSER CO | United States | COM NEW | 1,506,173 | 217,497 | -1,288,676 | $36,795,613 | $5,206,878 | -$31,588,735 | 2026-08-13 |
|---|
| Q2 2026 | CB
CHUBB LIMITED | | COM | 209,011 | 108,024 | -100,987 | $68,122,598 | $36,808,098 | -$31,314,500 | 2026-08-13 |
|---|
| Q2 2026 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 733,887 | 657,549 | -76,338 | $107,352,427 | $76,716,242 | -$30,636,185 | 2026-08-13 |
|---|
| Q2 2026 | MTB
M & T BK CORP | United States | COM | 185,276 | 35,149 | -150,127 | $38,300,054 | $8,365,813 | -$29,934,241 | 2026-08-13 |
|---|
| Q2 2026 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 158,677 | 108,953 | -49,724 | $73,148,126 | $43,328,429 | -$29,819,697 | 2026-08-13 |
|---|
| Q2 2026 | CRH
CRH PLC | | ORD | 475,815 | 210,747 | -265,068 | $50,017,410 | $22,549,929 | -$27,467,481 | 2026-08-13 |
|---|
| Q2 2026 | GLW
CORNING INC | United States | COM | 270,460 | 250,562 | -19,898 | $36,774,253 | $64,001,052 | +$27,226,799 | 2026-08-13 |
|---|
| Q2 2026 | RCL
ROYAL CARIBBEAN GROUP | United States | COM | 187,618 | 81,678 | -105,940 | $51,628,450 | $25,935,215 | -$25,693,235 | 2026-08-13 |
|---|
| Q2 2026 | TSLA
TESLA INC | United States | COM | 891,005 | 844,898 | -46,107 | $331,229,370 | $355,364,099 | +$24,134,729 | 2026-08-13 |
|---|
| Q2 2026 | TSCO
TRACTOR SUPPLY CO | United States | COM | 638,048 | 159,075 | -478,973 | $28,903,423 | $5,028,361 | -$23,875,062 | 2026-08-13 |
|---|
| Q2 2026 | WMT
WALMART INC | United States | COM | 1,383,150 | 1,314,164 | -68,986 | $171,896,980 | $148,842,215 | -$23,054,765 | 2026-08-13 |
|---|
| Q2 2026 | DELL
DELL TECHNOLOGIES INC | United States | CL C | 111,185 | 94,965 | -16,220 | $18,248,698 | $40,973,599 | +$22,724,901 | 2026-08-13 |
|---|
| Q2 2026 | GIS
GENERAL MILLS INC | United States | COM | 749,611 | 170,365 | -579,246 | $27,900,375 | $5,928,702 | -$21,971,673 | 2026-08-13 |
|---|
| Q2 2026 | INTU
INTUIT | United States | COM | 100,673 | 83,220 | -17,453 | $43,528,763 | $21,720,420 | -$21,808,343 | 2026-08-13 |
|---|
| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 686,141 | 659,129 | -27,012 | $392,559,790 | $371,280,774 | -$21,279,016 | 2026-08-13 |
|---|
| Q2 2026 | COF
CAPITAL ONE FINL CORP | United States | COM | 314,735 | 184,706 | -130,029 | $57,416,805 | $37,055,718 | -$20,361,087 | 2026-08-13 |
|---|
| Q2 2026 | TT
TRANE TECHNOLOGIES PLC | | SHS | 129,368 | 68,807 | -60,561 | $53,912,537 | $33,795,246 | -$20,117,291 | 2026-08-13 |
|---|
| Q2 2026 | CRM
SALESFORCE INC | United States | COM | 308,953 | 245,315 | -63,638 | $57,671,954 | $38,431,048 | -$19,240,906 | 2026-08-13 |
|---|
| Q2 2026 | FFIV
F5 INC | United States | COM | 81,110 | 16,929 | -64,181 | $23,467,433 | $7,041,787 | -$16,425,646 | 2026-08-13 |
|---|
| Q2 2026 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 199,083 | 189,771 | -9,312 | $39,475,961 | $23,615,103 | -$15,860,858 | 2026-08-13 |
|---|
| Q2 2026 | QCOM
QUALCOMM INC | United States | COM | 346,891 | 325,587 | -21,304 | $44,672,389 | $60,165,222 | +$15,492,833 | 2026-08-13 |
|---|
| Q2 2026 | ALAB
ASTERA LABS INC | United States | COM | 44,037 | 40,269 | -3,768 | $4,826,430 | $19,450,732 | +$14,624,302 | 2026-08-13 |
|---|
| Q2 2026 | HUBB
HUBBELL INC | United States | COM | 46,520 | 15,968 | -30,552 | $22,829,105 | $8,354,458 | -$14,474,647 | 2026-08-13 |
|---|
| Q2 2026 | ATR
APTARGROUP INC | United States | COM | 113,059 | 2,949 | -110,110 | $14,247,620 | $369,215 | -$13,878,405 | 2026-08-13 |
|---|
| Q2 2026 | DDOG
DATADOG INC | United States | CL A COM | 97,864 | 95,820 | -2,044 | $11,552,785 | $24,947,695 | +$13,394,910 | 2026-08-13 |
|---|
| Q2 2026 | MCD
MCDONALDS CORP | United States | COM | 238,555 | 225,117 | -13,438 | $74,140,119 | $60,851,376 | -$13,288,743 | 2026-08-13 |
|---|
| Q2 2026 | PSA
PUBLIC STORAGE | United States | COM | 104,209 | 48,221 | -55,988 | $28,227,986 | $15,349,227 | -$12,878,759 | 2026-08-13 |
|---|
| Q2 2026 | RY
ROYAL BK CDA | | COM | 328,455 | 317,857 | -10,598 | $52,927,213 | $65,796,119 | +$12,868,906 | 2026-08-13 |
|---|
| Q2 2026 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 373,902 | 240,690 | -133,212 | $34,514,712 | $22,165,142 | -$12,349,570 | 2026-08-13 |
|---|
| Q2 2026 | CVS
CVS HEALTH CORP | United States | COM | 414,276 | 393,771 | -20,505 | $29,753,146 | $40,735,610 | +$10,982,464 | 2026-08-13 |
|---|
| Q2 2026 | UBS
UBS GROUP AG | | SHS | 1,410,094 | 1,295,198 | -114,896 | $53,925,689 | $64,322,403 | +$10,396,714 | 2026-08-13 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 2,697,368 | 2,649,953 | -47,415 | $998,479,472 | $988,485,468 | -$9,994,004 | 2026-08-13 |
|---|
| Q2 2026 | ADI
ANALOG DEVICES INC | United States | COM | 158,885 | 151,215 | -7,670 | $50,547,409 | $60,058,062 | +$9,510,653 | 2026-08-13 |
|---|
| Q2 2026 | ABT
ABBOTT LABORATORIES | United States | COM | 560,192 | 534,128 | -26,064 | $57,514,611 | $48,466,775 | -$9,047,836 | 2026-08-13 |
|---|
| Q2 2026 | TD
TORONTO DOMINION BK ONT | | COM NEW | 397,828 | 378,756 | -19,072 | $37,035,966 | $46,035,372 | +$8,999,406 | 2026-08-13 |
|---|
| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 97,996 | 90,224 | -7,772 | $82,903,201 | $91,249,847 | +$8,346,646 | 2026-08-13 |
|---|
| Q2 2026 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 169,250 | 75,785 | -93,465 | $66,076,546 | $57,834,565 | -$8,241,981 | 2026-08-13 |
|---|
| Q2 2026 | VRT
VERTIV HOLDINGS CO | United States | COM CL A | 114,919 | 110,287 | -4,632 | $28,796,252 | $36,926,293 | +$8,130,041 | 2026-08-13 |
|---|
| Q2 2026 | CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 86,898 | 85,838 | -1,060 | $24,146,221 | $32,216,718 | +$8,070,497 | 2026-08-13 |
|---|
| Q2 2026 | MA
MASTERCARD INCORPORATED | United States | CL A | 272,654 | 249,772 | -22,882 | $136,233,583 | $128,282,899 | -$7,950,684 | 2026-08-13 |
|---|
| Q2 2026 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 148,559 | 68,396 | -80,163 | $58,199,168 | $66,002,140 | +$7,802,972 | 2026-08-13 |
|---|
| Q2 2026 | HUM
HUMANA INC | United States | COM | 39,811 | 36,822 | -2,989 | $6,902,793 | $14,626,435 | +$7,723,642 | 2026-08-13 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 299,251 | 285,334 | -13,917 | $72,535,069 | $80,238,774 | +$7,703,705 | 2026-08-13 |
|---|
| Q2 2026 | APP
APPLOVIN CORP | United States | COM CL A | 75,203 | 71,597 | -3,606 | $29,930,637 | $36,888,922 | +$6,958,285 | 2026-08-13 |
|---|
| Q2 2026 | ADBE
ADOBE INC | United States | COM | 133,927 | 126,359 | -7,568 | $32,554,804 | $25,906,122 | -$6,648,682 | 2026-08-13 |
|---|
| Q2 2026 | HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 507,516 | 411,176 | -96,340 | $12,083,893 | $18,548,149 | +$6,464,256 | 2026-08-13 |
|---|
| Q2 2026 | CMI
CUMMINS INC | United States | COM | 44,254 | 42,357 | -1,897 | $23,809,412 | $30,209,436 | +$6,400,024 | 2026-08-13 |
|---|
| Q2 2026 | UBER
UBER TECHNOLOGIES INC | United States | COM | 627,524 | 538,811 | -88,713 | $45,137,564 | $38,880,602 | -$6,256,962 | 2026-08-13 |
|---|
| Q2 2026 | MCK
MCKESSON CORP | United States | COM | 41,304 | 39,211 | -2,093 | $35,742,642 | $29,627,832 | -$6,114,810 | 2026-08-13 |
|---|
| Q2 2026 | HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 240,011 | 226,710 | -13,301 | $16,632,675 | $22,734,479 | +$6,101,804 | 2026-08-13 |
|---|
| Q2 2026 | TJX
TJX COS INC NEW | United States | COM | 353,612 | 332,818 | -20,794 | $56,471,540 | $50,421,927 | -$6,049,613 | 2026-08-13 |
|---|
| Q2 2026 | REGN
REGENERON PHARMACEUTICALS | United States | COM | 33,101 | 31,436 | -1,665 | $25,575,022 | $19,601,603 | -$5,973,419 | 2026-08-13 |
|---|
| Q2 2026 | NKE
NIKE INC | United States | CL B | 394,429 | 363,828 | -30,601 | $20,833,630 | $14,935,139 | -$5,898,491 | 2026-08-13 |
|---|
| Q2 2026 | BMO
BANK MONTREAL MEDIUM | | COM | 166,129 | 159,553 | -6,576 | $22,429,767 | $28,190,414 | +$5,760,647 | 2026-08-13 |
|---|
| Q2 2026 | NXPI
NXP SEMICONDUCTORS N V | | COM | 80,225 | 76,348 | -3,877 | $15,793,011 | $21,456,078 | +$5,663,067 | 2026-08-13 |
|---|
| Q2 2026 | ELV
ELEVANCE HEALTH INC FORMERLY | United States | COM | 74,278 | 70,230 | -4,048 | $21,744,770 | $27,160,048 | +$5,415,278 | 2026-08-13 |
|---|
| Q2 2026 | SCHW
SCHWAB CHARLES CORP | United States | COM | 552,770 | 506,841 | -45,929 | $51,949,052 | $46,766,219 | -$5,182,833 | 2026-08-13 |
|---|
| Q2 2026 | TREX
TREX INC | United States | COM | 148,484 | 4,548 | -143,936 | $5,407,759 | $227,582 | -$5,180,177 | 2026-08-13 |
|---|
| Q2 2026 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 68,974 | 60,390 | -8,584 | $19,571,960 | $14,433,814 | -$5,138,146 | 2026-08-13 |
|---|
| Q2 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 667,937 | 648,379 | -19,558 | $62,037,663 | $56,908,225 | -$5,129,438 | 2026-08-13 |
|---|
| Q2 2026 | BAC
BANK OF AMER CORP | United States | COM | 4,119,363 | 3,435,042 | -684,321 | $200,817,892 | $195,728,693 | -$5,089,199 | 2026-08-13 |
|---|
| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 753,017 | 709,922 | -43,095 | $108,765,205 | $104,102,962 | -$4,662,243 | 2026-08-13 |
|---|
| Q2 2026 | LOW
LOWES COS INC | United States | COM | 180,121 | 172,842 | -7,279 | $42,558,767 | $38,109,933 | -$4,448,834 | 2026-08-13 |
|---|
| Q2 2026 | INSM
INSMED INC | United States | COM PAR $.01 | 68,489 | 63,437 | -5,052 | $11,199,262 | $6,763,653 | -$4,435,609 | 2026-08-13 |
|---|
| Q2 2026 | BNY
BANK OF NY MELLON CORP | United States | COM | 223,511 | 213,575 | -9,936 | $26,514,971 | $30,885,081 | +$4,370,110 | 2026-08-13 |
|---|
| Q2 2026 | CEG
CONSTELLATION ENERGY CORP | United States | COM | 99,055 | 94,176 | -4,879 | $27,660,964 | $23,390,493 | -$4,270,471 | 2026-08-13 |
|---|
| Q2 2026 | KO
COCA COLA CO | United States | COM | 1,299,124 | 1,165,367 | -133,757 | $98,797,862 | $94,709,376 | -$4,088,486 | 2026-08-13 |
|---|
| Q2 2026 | CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 157,580 | 150,045 | -7,535 | $9,667,482 | $5,811,243 | -$3,856,239 | 2026-08-13 |
|---|
| Q2 2026 | ADSK
AUTODESK INC | United States | COM | 69,050 | 65,458 | -3,592 | $16,530,483 | $12,726,344 | -$3,804,139 | 2026-08-13 |
|---|
| Q2 2026 | MSTR
STRATEGY INC | United States | CL A NEW | 84,810 | 78,474 | -6,336 | $10,584,232 | $6,821,745 | -$3,762,487 | 2026-08-13 |
|---|
| Q2 2026 | CM
CANADIAN IMPERIAL BANK OF CO | | COM | 220,610 | 213,631 | -6,979 | $20,841,295 | $24,592,222 | +$3,750,927 | 2026-08-13 |
|---|
| Q2 2026 | IT
GARTNER INC | United States | COM | 24,113 | 1,579 | -22,534 | $3,818,032 | $204,670 | -$3,613,362 | 2026-08-13 |
|---|
| Q2 2026 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 659,076 | 631,068 | -28,008 | $39,972,750 | $36,362,138 | -$3,610,612 | 2026-08-13 |
|---|
| Q2 2026 | MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 228,557 | 209,371 | -19,186 | $16,561,153 | $20,124,741 | +$3,563,588 | 2026-08-13 |
|---|
| Q2 2026 | ROK
ROCKWELL AUTOMATION INC | United States | COM | 35,949 | 33,242 | -2,707 | $12,901,309 | $16,457,449 | +$3,556,140 | 2026-08-13 |
|---|
| Q2 2026 | SLB
SLB LIMITED | | COM STK | 468,223 | 443,870 | -24,353 | $24,061,854 | $20,635,516 | -$3,426,338 | 2026-08-13 |
|---|
| Q2 2026 | YUMC
YUM CHINA HLDGS INC | United States | COM | 129,473 | 74,100 | -55,373 | $6,364,459 | $3,019,920 | -$3,344,539 | 2026-08-13 |
|---|