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MEANS INVESTMENT CO., INC. Historic Quarter Change: USA Stocks, New

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MEANS INVESTMENT CO., INC. historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, MEANS INVESTMENT CO., INC. opened 60 positions, added to 511, reduced 660 and sold out of 46.

  • Q2 2026: Stock MRVL; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock MGM; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock CLF; Country of operation United States; Class COM; Shares before 0.
  • Q1 2026: Stock GE; Country of operation United States; Class COM NEW; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 701516), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MRVL
MARVELL TECHNOLOGY INC		United StatesCOM0767+767$0$228,519+$228,5192026-08-14
Q2 2026MGM
MGM RESORTS INTERNATIONAL		United StatesCOM04,637+4,637$0$221,675+$221,6752026-08-14
Q2 2026CLF
CLEVELAND-CLIFFS INC NEW		United StatesCOM02,651+2,651$0$24,893+$24,8932026-08-14
Q1 2026GE
GE AEROSPACE		United StatesCOM NEW01,983+1,983$0$562,607+$562,6072026-04-24
Q1 2026GEV
GE VERNOVA INC		United StatesCOM0468+468$0$408,794+$408,7942026-04-24
Q1 2026KR
KROGER CO		United StatesCOM05,200+5,200$0$376,272+$376,2722026-04-24
Q1 2026ALL
ALLSTATE CORP		United StatesCOM01,801+1,801$0$373,491+$373,4912026-04-24
Q1 2026UCO
PROSHARES TR II		United StatesULTA BLMBG 201708,241+8,241$0$323,871+$323,8712026-04-24
Q1 2026AMAT
APPLIED MATLS INC		United StatesCOM0772+772$0$263,884+$263,8842026-04-24
Q1 2026COF
CAPITAL ONE FINL CORP		United StatesCOM01,443+1,443$0$263,321+$263,3212026-04-24
Q1 2026GLW
CORNING INC		United StatesCOM01,664+1,664$0$226,220+$226,2202026-04-24
Q1 2026TXN
TEXAS INSTRS INC		United StatesCOM01,037+1,037$0$201,341+$201,3412026-04-24
Q1 2026WELL
WELLTOWER INC		United StatesCOM0741+741$0$146,513+$146,5132026-04-24
Q4 2025FBTC
FIDELITY WISE ORIGIN BITCOIN		United StatesSHS0277,199+277,199$0$21,130,854+$21,130,8542026-01-26
Q4 2025CRWV
COREWEAVE INC		United StatesCOM CL A03,868+3,868$0$276,987+$276,9872026-01-26
Q4 2025BA
BOEING CO		United StatesCOM01,066+1,066$0$231,450+$231,4502026-01-26
Q4 2025C
CITIGROUP INC		United StatesCOM NEW01,938+1,938$0$226,094+$226,0942026-01-26
Q4 2025CMI
CUMMINS INC		United StatesCOM0422+422$0$215,502+$215,5022026-01-26
Q3 2025CCJ
CAMECO CORP		COM013,320+13,320$0$1,117,015+$1,117,0152025-11-06
Q3 2025SNOW
SNOWFLAKE INC		United StatesCOM SHS03,923+3,923$0$884,788+$884,7882025-11-06
Q3 2025COF
CAPITAL ONE FINL CORP		United StatesCOM01,276+1,276$0$271,255+$271,2552025-11-06
Q3 2025ES
EVERSOURCE ENERGY		United StatesCOM02,989+2,989$0$212,621+$212,6212025-11-06
Q3 2025SYY
SYSCO CORP		United StatesCOM02,521+2,521$0$207,617+$207,6172025-11-06
Q2 2025SHOP
SHOPIFY INC		CL A SUB VTG SHS013,936+13,936$0$1,607,527+$1,607,5272025-07-25
Q2 2025CSX
CSX CORP		United StatesCOM012,889+12,889$0$420,559+$420,5592025-07-25
Q2 2025ALL
ALLSTATE CORP		United StatesCOM01,797+1,797$0$361,820+$361,8202025-07-25
Q2 2025B
BARRICK MNG CORP		COM SHS016,473+16,473$0$342,960+$342,9602025-07-25
Q2 2025COIN
COINBASE GLOBAL INC		United StatesCOM CL A0792+792$0$277,631+$277,6312025-07-25
Q2 2025KR
KROGER CO		United StatesCOM03,600+3,600$0$258,228+$258,2282025-07-25
Q2 2025CEG
CONSTELLATION ENERGY CORP		United StatesCOM0785+785$0$253,365+$253,3652025-07-25
Q2 2025OKLO
OKLO INC		United StatesCOM CL A04,461+4,461$0$249,794+$249,7942025-07-25
Q2 2025AMP
AMERIPRISE FINL INC		United StatesCOM0391+391$0$208,502+$208,5022025-07-25
Q1 2025CVS
CVS HEALTH CORP		United StatesCOM04,177+4,177$0$282,960+$282,9602025-04-21
Q1 2025YUM
YUM BRANDS INC		United StatesCOM01,720+1,720$0$270,641+$270,6412025-04-21
Q1 2025HIG
HARTFORD INSURANCE GROUP INC		United StatesCOM01,799+1,799$0$222,601+$222,6012025-04-21
Q1 2025TD
TORONTO DOMINION BK ONT		COM NEW03,547+3,547$0$212,608+$212,6082025-04-21
Q4 2024LRCX
LAM RESEARCH CORP		United StatesCOM NEW0132,701+132,701$0$9,584,984+$9,584,9842025-01-24
Q4 2024BLK
BLACKROCK INC		United StatesCOM02,145+2,145$0$2,199,007+$2,199,0072025-01-24
Q4 2024AMP
AMERIPRISE FINL INC		United StatesCOM0389+389$0$206,969+$206,9692025-01-24
Q4 2024COIN
COINBASE GLOBAL INC		United StatesCOM CL A0810+810$0$201,154+$201,1542025-01-24
Q3 2024HIMS
HIMS & HERS HEALTH INC		United StatesCOM CL A040,532+40,532$0$746,606+$746,6062024-10-18
Q3 2024MMM
3M CO		United StatesCOM01,771+1,771$0$242,114+$242,1142024-10-18
Q3 2024MDT
MEDTRONIC PLC		IrelandSHS02,591+2,591$0$233,242+$233,2422024-10-18
Q3 2024FNLC
FIRST BANCORP INC ME		United StatesCOM08,600+8,600$0$226,360+$226,3602024-10-18
Q3 2024BNY
BANK NEW YORK MELLON CORP		United StatesCOM03,139+3,139$0$225,584+$225,5842024-10-18
Q3 2024SYY
SYSCO CORP		United StatesCOM02,797+2,797$0$218,338+$218,3382024-10-18
Q3 2024MS
MORGAN STANLEY		United StatesCOM NEW02,061+2,061$0$214,879+$214,8792024-10-18
Q3 2024HIG
HARTFORD FINL SVCS GROUP INC		United StatesCOM01,798+1,798$0$211,416+$211,4162024-10-18
Q3 2024INGR
INGREDION INC		United StatesCOM01,488+1,488$0$204,496+$204,4962024-10-18
Q3 2024ES
EVERSOURCE ENERGY		United StatesCOM02,982+2,982$0$202,902+$202,9022024-10-18
Q3 2024GIS
GENERAL MLS INC		United StatesCOM02,737+2,737$0$202,096+$202,0962024-10-18
Q3 2024TTD
THE TRADE DESK INC		United StatesCOM CL A01,836+1,836$0$201,338+$201,3382024-10-18
Q2 2024INMD
INMODE LTD		SHS015,638+15,638$0$285,237+$285,2372024-07-19
Q1 2024MSTR
MICROSTRATEGY INC		United StatesCL A NEW0339+339$0$577,040+$577,0402024-04-17
Q1 2024TRV
TRAVELERS COMPANIES INC		United StatesCOM01,196+1,196$0$275,287+$275,2872024-04-17
Q1 2024TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM0418+418$0$242,753+$242,7532024-04-17
Q1 2024DKS
DICKS SPORTING GOODS INC		United StatesCOM01,059+1,059$0$238,212+$238,2122024-04-17
Q1 2024MDT
MEDTRONIC PLC		IrelandSHS02,445+2,445$0$213,111+$213,1112024-04-17
Q1 2024MRSH
MARSH & MCLENNAN COS INC		United StatesCOM01,019+1,019$0$209,881+$209,8812024-04-17
Q1 2024TTD
THE TRADE DESK INC		United StatesCOM CL A02,335+2,335$0$204,148+$204,1482024-04-17

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