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Loudon Investment Management, LLC Historic Quarter Change: USA Stocks, Reduced, 2025 Q2

Loudon Investment Management, LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 21 quarters from 2013-12-31 to 2026-06-30, Loudon Investment Management, LLC opened 77 positions, added to 250, reduced 534 and sold out of 66.

  • Q2 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 27,336.
  • Q2 2025: Stock AMGN; Country of operation United States; Class COM; Shares before 13,712.
  • Q2 2025: Stock SWK; Country of operation United States; Class COM; Shares before 44,948.
  • Q2 2025: Stock SLB; Country of operation —; Class COM; Shares before 52,784.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1597089), 21 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); 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 2016-08-04); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-04); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-16); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-10); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-05); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-29); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-24). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31. 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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025MSFT
MICROSOFT CORP
United StatesCOM27,33627,186-150$10,261,661$13,522,588+$3,260,9272025-07-18
Q2 2025AMGN
AMGEN INC
United StatesCOM13,7127,629-6,083$4,271,974$2,130,093-$2,141,8812025-07-18
Q2 2025SWK
STANLEY BLACK & DECKER INC
United StatesCOM44,94828,068-16,880$3,455,602$1,901,607-$1,553,9952025-07-18
Q2 2025SLB
SCHLUMBERGER LTD
COM52,78422,939-29,845$2,206,371$775,338-$1,431,0332025-07-18
Q2 2025QCOM
QUALCOMM INC
United StatesCOM40,39932,916-7,483$6,205,690$5,242,202-$963,4882025-07-18
Q2 2025G
GENPACT LIMITED
COM147,225146,750-475$7,417,195$6,458,467-$958,7282025-07-18
Q2 2025VZ
VERIZON COMMUNICATIONS INC
United StatesCOM50,65234,040-16,612$2,297,575$1,472,911-$824,6642025-07-18
Q2 2025TGT
TARGET CORP
United StatesCOM10,1322,747-7,385$1,057,376$270,992-$786,3842025-07-18
Q2 2025ITW
ILLINOIS TOOL WKS INC
United StatesCOM17,57614,505-3,071$4,359,024$3,586,361-$772,6632025-07-18
Q2 2025EPD
ENTERPRISE PRODS PARTNERS L
United StatesCOM218,971217,371-1,600$7,475,670$6,740,675-$734,9952025-07-18
Q2 2025ESS
ESSEX PPTY TR INC
United StatesCOM13,90412,739-1,165$4,262,549$3,610,233-$652,3162025-07-18
Q2 2025ABBV
ABBVIE INC
United StatesCOM21,43720,937-500$4,491,480$3,886,326-$605,1542025-07-18
Q2 2025UPS
UNITED PARCEL SERVICE INC
United StatesCOM8,9854,450-4,535$988,260$449,183-$539,0772025-07-18
Q2 2025DLR
DIGITAL RLTY TR INC
United StatesCOM16,48516,235-250$2,362,136$2,830,248+$468,1122025-07-18
Q2 2025CAT
CATERPILLAR INC
United StatesCOM7,8887,876-12$2,601,462$3,057,542+$456,0802025-07-18
Q2 2025PEP
PEPSICO INC
United StatesCOM9,5657,455-2,110$1,434,176$984,358-$449,8182025-07-18
Q2 2025AMP
AMERIPRISE FINL INC
United StatesCOM5,9874,695-1,292$2,898,367$2,505,862-$392,5052025-07-18
Q2 2025AAPL
APPLE INC
United StatesCOM17,26616,976-290$3,835,297$3,482,966-$352,3312025-07-18
Q2 2025CSCO
CISCO SYS INC
United StatesCOM76,11072,695-3,415$4,696,748$5,043,579+$346,8312025-07-18
Q2 2025TAP
MOLSON COORS BEVERAGE CO
COM14,19011,100-3,090$863,745$533,799-$329,9462025-07-18
Q2 2025LOW
LOWES COS INC
United StatesCOM22,18721,962-225$5,174,674$4,872,709-$301,9652025-07-18
Q2 2025AFL
AFLAC INC
United StatesCOM13,79111,801-1,990$1,533,421$1,244,533-$288,8882025-07-18
Q2 2025CMCSA
COMCAST CORP NEW
United StatesCOM24,98918,334-6,655$922,094$654,340-$267,7542025-07-18
Q2 2025FRT
FEDERAL RLTY INVT TR NEW
United StatesCOM8,6756,225-2,450$848,589$591,313-$257,2762025-07-18
Q2 2025TFC
TRUIST FINL CORP
United StatesCOM125,346124,821-525$5,157,988$5,366,055+$208,0672025-07-18
Q2 2025USB
US BANCORP DEL
United StatesCOM58,28558,005-280$2,460,793$2,624,726+$163,9332025-07-18
Q2 2025MRK
MERCK & CO INC
United StatesCOM10,41910,102-317$935,209$799,674-$135,5352025-07-18
Q2 2025DE
DEERE & CO
United StatesCOM4,1314,031-100$1,938,885$2,049,723+$110,8382025-07-18
Q2 2025IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM4,2793,936-343$1,064,016$1,160,254+$96,2382025-07-18
Q2 2025JNJ
JOHNSON & JOHNSON
United StatesCOM6,0515,960-91$1,003,498$910,390-$93,1082025-07-18
Q2 2025JPM
JPMORGAN CHASE & CO.
United StatesCOM16,71313,833-2,880$4,099,699$4,010,325-$89,3742025-07-18
Q2 2025MDT
MEDTRONIC PLC
IrelandCOM7,0926,312-780$637,287$550,217-$87,0702025-07-18
Q2 2025MO
ALTRIA GROUP INC
United StatesCOM12,56711,538-1,029$754,296$676,473-$77,8232025-07-18
Q2 2025ADM
ARCHER DANIELS MIDLAND CO
United StatesCOM7,8057,680-125$374,718$405,350+$30,6322025-07-18
Q2 2025EXR
EXTRA SPACE STORAGE INC
United StatesCOM2,3652,215-150$351,179$326,580-$24,5992025-07-18
Q2 2025BNY
BANK NEW YORK MELLON CORP
United StatesCOM10,2879,427-860$862,771$858,894-$3,8772025-07-18

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