Loudon Investment Management, LLC historic quarter change: USA Stocks, Sold out
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 2026: Stock MDT; Country of operation Ireland; Class COM; Shares before 5,672.
- Q2 2026: Stock SHOP; Country of operation —; Class COM; Shares before 1,700.
- Q1 2026: Stock APD; Country of operation United States; Class COM; Shares before 1,095.
- Q4 2025: Stock ESS; Country of operation United States; Class COM; Shares before 11,783.
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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | MDT
MEDTRONIC PLC | Ireland | COM | 5,672 | 0 | -5,672 | $491,479 | $0 | -$491,479 | 2026-08-14 |
|---|
| Q2 2026 | SHOP
SHOPIFY INC | | COM | 1,700 | 0 | -1,700 | $201,654 | $0 | -$201,654 | 2026-08-14 |
|---|
| Q1 2026 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,095 | 0 | -1,095 | $270,487 | $0 | -$270,487 | 2026-05-11 |
|---|
| Q4 2025 | ESS
ESSEX PPTY TR INC | United States | COM | 11,783 | 0 | -11,783 | $3,153,838 | $0 | -$3,153,838 | 2026-02-12 |
|---|
| Q4 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 8,147 | 0 | -8,147 | $358,061 | $0 | -$358,061 | 2026-02-12 |
|---|
| Q4 2025 | CMCSA
COMCAST CORP NEW | United States | COM | 7,556 | 0 | -7,556 | $237,410 | $0 | -$237,410 | 2026-02-12 |
|---|
| Q4 2025 | TTD
THE TRADE DESK INC | United States | COM | 4,700 | 0 | -4,700 | $230,347 | $0 | -$230,347 | 2026-02-12 |
|---|
| Q4 2025 | PSX
PHILLIPS 66 | United States | COM | 1,527 | 0 | -1,527 | $207,703 | $0 | -$207,703 | 2026-02-12 |
|---|
| Q3 2025 | SLB
SCHLUMBERGER LTD | | COM | 22,939 | 0 | -22,939 | $775,338 | $0 | -$775,338 | 2025-11-14 |
|---|
| Q3 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 3,925 | 0 | -3,925 | $714,860 | $0 | -$714,860 | 2025-11-14 |
|---|
| Q3 2025 | TAP
MOLSON COORS BEVERAGE CO | | COM | 11,100 | 0 | -11,100 | $533,799 | $0 | -$533,799 | 2025-11-14 |
|---|
| Q3 2025 | UPS
UNITED PARCEL SERVICE INC | United States | COM | 4,450 | 0 | -4,450 | $449,183 | $0 | -$449,183 | 2025-11-14 |
|---|
| Q3 2025 | TGT
TARGET CORP | United States | COM | 2,747 | 0 | -2,747 | $270,992 | $0 | -$270,992 | 2025-11-14 |
|---|
| Q3 2025 | PPG
PPG INDS INC | United States | COM | 2,000 | 0 | -2,000 | $227,500 | $0 | -$227,500 | 2025-11-14 |
|---|
| Q3 2025 | CLX
CLOROX CO DEL | United States | COM | 1,801 | 0 | -1,801 | $216,246 | $0 | -$216,246 | 2025-11-14 |
|---|
| Q3 2025 | VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 485 | 0 | -485 | $215,922 | $0 | -$215,922 | 2025-11-14 |
|---|
| Q2 2025 | PFE
PFIZER INC | United States | COM | 22,370 | 0 | -22,370 | $566,856 | $0 | -$566,856 | 2025-07-18 |
|---|
| Q2 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 2,062 | 0 | -2,062 | $351,406 | $0 | -$351,406 | 2025-07-18 |
|---|
| Q2 2025 | CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | COM | 4,282 | 0 | -4,282 | $327,573 | $0 | -$327,573 | 2025-07-18 |
|---|
| Q2 2025 | COP
CONOCOPHILLIPS | United States | COM | 2,180 | 0 | -2,180 | $228,944 | $0 | -$228,944 | 2025-07-18 |
|---|
| Q2 2025 | CL
COLGATE PALMOLIVE CO | United States | COM | 2,294 | 0 | -2,294 | $214,948 | $0 | -$214,948 | 2025-07-18 |
|---|
| Q1 2025 | CCI
CROWN CASTLE INC | United States | COM | 10,747 | 0 | -10,747 | $975,398 | $0 | -$975,398 | 2025-05-06 |
|---|
| Q1 2025 | WHR
WHIRLPOOL CORP | United States | COM | 3,321 | 0 | -3,321 | $380,188 | $0 | -$380,188 | 2025-05-06 |
|---|
| Q1 2025 | TSLA
TESLA INC | United States | COM | 650 | 0 | -650 | $262,496 | $0 | -$262,496 | 2025-05-06 |
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| Q1 2025 | TROW
PRICE T ROWE GROUP INC | United States | COM | 1,910 | 0 | -1,910 | $216,002 | $0 | -$216,002 | 2025-05-06 |
|---|
| Q1 2025 | AOS
SMITH A O CORP | United States | COM | 2,996 | 0 | -2,996 | $204,357 | $0 | -$204,357 | 2025-05-06 |
|---|
| Q4 2024 | PII
POLARIS INC | United States | COM | 23,417 | 0 | -23,417 | $1,949,231 | $0 | -$1,949,231 | 2025-02-11 |
|---|
| Q4 2024 | INTC
INTEL CORP | United States | COM | 19,282 | 0 | -19,282 | $452,356 | $0 | -$452,356 | 2025-02-11 |
|---|
| Q4 2024 | BAX
BAXTER INTL INC | United States | COM | 8,053 | 0 | -8,053 | $305,772 | $0 | -$305,772 | 2025-02-11 |
|---|
| Q4 2024 | VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 485 | 0 | -485 | $225,564 | $0 | -$225,564 | 2025-02-11 |
|---|
| Q4 2024 | PSX
PHILLIPS 66 | United States | COM | 1,527 | 0 | -1,527 | $200,724 | $0 | -$200,724 | 2025-02-11 |
|---|
| Q3 2024 | CVS
CVS HEALTH CORP | United States | COM | 25,258 | 0 | -25,258 | $1,491,737 | $0 | -$1,491,737 | 2024-11-04 |
|---|
| Q3 2024 | IFF
INTERNATIONAL FLAVORS&FRAGRA | United States | COM | 4,937 | 0 | -4,937 | $470,052 | $0 | -$470,052 | 2024-11-04 |
|---|
| Q3 2024 | CRWD
CROWDSTRIKE HLDGS INC | United States | COM | 675 | 0 | -675 | $258,653 | $0 | -$258,653 | 2024-11-04 |
|---|
| Q3 2024 | TROW
PRICE T ROWE GROUP INC | United States | COM | 1,770 | 0 | -1,770 | $204,099 | $0 | -$204,099 | 2024-11-04 |
|---|
| Q2 2024 | SLG
SL GREEN RLTY CORP | United States | COM | 4,063 | 0 | -4,063 | $223,993 | $0 | -$223,993 | 2024-08-06 |
|---|
| Q2 2024 | HRL
HORMEL FOODS CORP | United States | COM | 6,075 | 0 | -6,075 | $211,957 | $0 | -$211,957 | 2024-08-06 |
|---|
| Q1 2024 | CMCSA
COMCAST CORP NEW | United States | CL A | 97,460 | 0 | -97,460 | $4,273,621 | $0 | -$4,273,621 | 2024-05-08 |
|---|
| Q1 2024 | USB
US BANCORP DEL | United States | COM NEW | 69,945 | 0 | -69,945 | $3,027,220 | $0 | -$3,027,220 | 2024-05-08 |
|---|
| Q1 2024 | PNR
PENTAIR PLC | | SHS | 26,807 | 0 | -26,807 | $1,949,137 | $0 | -$1,949,137 | 2024-05-08 |
|---|
| Q1 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 11,205 | 0 | -11,205 | $1,761,762 | $0 | -$1,761,762 | 2024-05-08 |
|---|
| Q1 2024 | LEG
LEGGETT & PLATT INC | United States | COM | 36,846 | 0 | -36,846 | $964,260 | $0 | -$964,260 | 2024-05-08 |
|---|
| Q1 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 8,062 | 0 | -8,062 | $664,148 | $0 | -$664,148 | 2024-05-08 |
|---|
| Q1 2024 | TTD
THE TRADE DESK INC | United States | COM CL A | 7,200 | 0 | -7,200 | $518,112 | $0 | -$518,112 | 2024-05-08 |
|---|
| Q1 2024 | RHI
ROBERT HALF INC. | United States | COM | 4,825 | 0 | -4,825 | $424,214 | $0 | -$424,214 | 2024-05-08 |
|---|
| Q1 2024 | CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 4,335 | 0 | -4,335 | $327,423 | $0 | -$327,423 | 2024-05-08 |
|---|
| Q1 2024 | PFE
PFIZER INC | United States | COM | 9,210 | 0 | -9,210 | $265,156 | $0 | -$265,156 | 2024-05-08 |
|---|
| Q1 2024 | FRT
FEDERAL RLTY INVT TR NEW | United States | SH BEN INT NEW | 1,965 | 0 | -1,965 | $202,493 | $0 | -$202,493 | 2024-05-08 |
|---|
| Q2 2016 | FCX
FREEPORT-MCMORAN INC | United States | COM | 22,300 | 0 | -22,300 | $231,000 | $0 | -$231,000 | 2016-08-04 |
|---|
| Q2 2016 | PSX
PHILLIPS 66 | United States | COM | 2,327 | 0 | -2,327 | $201,000 | $0 | -$201,000 | 2016-08-04 |
|---|
| Q4 2015 | BAX
BAXTER INTERNATIONAL INC. | United States | COM | 6,804 | 0 | -6,804 | $224,000 | $0 | -$224,000 | 2016-02-04 |
|---|
| Q3 2015 | OXY
OCCIDENTAL PETE CORP DEL | United States | COM | 6,099 | 0 | -6,099 | $474,000 | $0 | -$474,000 | 2015-11-03 |
|---|
| Q3 2015 | PG
PROCTER & GAMBLE CO | United States | COM | 2,681 | 0 | -2,681 | $210,000 | $0 | -$210,000 | 2015-11-03 |
|---|
| Q2 2015 | SLV
ISHARES SILVER TRUST | United States | COM | 10,800 | 0 | -10,800 | $172,000 | $0 | -$172,000 | 2015-08-03 |
|---|
| Q1 2015 | SFNC
SIMMONS 1ST NATL CORP | United States | COM | 11,085 | 0 | -11,085 | $451,000 | $0 | -$451,000 | 2015-04-16 |
|---|
| Q1 2015 | PG
PROCTER & GAMBLE CO | United States | COM | 2,463 | 0 | -2,463 | $224,000 | $0 | -$224,000 | 2015-04-16 |
|---|
| Q1 2015 | SLB
SCHLUMBERGER LTD | | COM | 2,475 | 0 | -2,475 | $211,000 | $0 | -$211,000 | 2015-04-16 |
|---|
| Q4 2014 | PBA
PEMBINA PIPELINE CORP | | COM | 6,450 | 0 | -6,450 | $272,000 | $0 | -$272,000 | 2015-02-10 |
|---|
| Q3 2014 | TAP
MOLSON COORS BREWING CO | | COM | 6,023 | 0 | -6,023 | $447,000 | $0 | -$447,000 | 2014-11-05 |
|---|
| Q3 2014 | NEM
NEWMONT MINING CORP | United States | COM | 8,300 | 0 | -8,300 | $211,000 | $0 | -$211,000 | 2014-11-05 |
|---|
| Q3 2014 | FITB
FIFTH THIRD BANCORP | United States | COM | 9,385 | 0 | -9,385 | $200,000 | $0 | -$200,000 | 2014-11-05 |
|---|
| Q2 2014 | MCHP
MICROCHIP TECHNOLOGY INC | United States | COM | 6,200 | 0 | -6,200 | $296,000 | $0 | -$296,000 | 2014-07-29 |
|---|
| Q2 2014 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 3,400 | 0 | -3,400 | $277,000 | $0 | -$277,000 | 2014-07-29 |
|---|
| Q2 2014 | PG
PROCTER & GAMBLE CO | United States | COM | 2,863 | 0 | -2,863 | $231,000 | $0 | -$231,000 | 2014-07-29 |
|---|
| Q1 2014 | BA
BOEING CO | United States | COM | 5,314 | 0 | -5,314 | $725,000 | $0 | -$725,000 | 2014-04-24 |
|---|
| Q1 2014 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,804 | 0 | -2,804 | $244,000 | $0 | -$244,000 | 2014-04-24 |
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