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MONARCH CAPITAL MANAGEMENT INC Historic Quarter Change: USA Stocks, Sold Out

MONARCH CAPITAL MANAGEMENT INC historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, MONARCH CAPITAL MANAGEMENT INC opened 49 positions, added to 612, reduced 928 and sold out of 23.

  • Q2 2026: Stock NKE; Country of operation United States; Class CL B; Shares before 4,570.
  • Q2 2026: Stock PSX; Country of operation United States; Class COM; Shares before 1,104.
  • Q1 2026: Stock IBM; Country of operation United States; Class COM; Shares before 801.
  • Q4 2025: Stock CCRD; Country of operation United States; Class COM; Shares before 100,310.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 938759), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-20); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-05); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-29); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-06-22); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-25); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-28); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-24); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-09); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-07); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-09); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-16); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-16); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-22). 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 1999-03-31. 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 2026NKE
NIKE INC
United StatesCL B4,5700-4,570$243,262$0-$243,2622026-07-22
Q2 2026PSX
PHILLIPS 66
United StatesCOM1,1040-1,104$201,127$0-$201,1272026-07-22
Q1 2026IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM8010-801$237,265$0-$237,2652026-04-16
Q4 2025CCRD
CORECARD CORPORATION
United StatesCOM100,3100-100,310$2,700,346$0-$2,700,3462026-01-23
Q4 2025ZIMV
ZIMVIE INC
United StatesCOM73,2100-73,210$1,386,598$0-$1,386,5982026-01-23
Q4 2025MDLZ
MONDELEZ INTL INC
United StatesCL A3,5000-3,500$220,158$0-$220,1582026-01-23
Q3 2025TXN
TEXAS INSTRS INC
United StatesCOM1,0070-1,007$209,074$0-$209,0742025-10-20
Q2 2025STZ
CONSTELLATION BRANDS INC
United StatesCL A1,1610-1,161$213,067$0-$213,0672025-08-20
Q2 2025VRA
VERA BRADLEY INC
United StatesCOM10,3000-10,300$23,175$0-$23,1752025-08-20
Q1 2025CRM
SALESFORCE INC
United StatesCOM6500-650$217,575$0-$217,5752025-04-15
Q4 2024SOLV
SOLVENTUM CORP
United StatesCOM SHS4,2090-4,209$293,452$0-$293,4522025-01-15
Q4 2024AMTM
AMENTUM HOLDINGS INC
United StatesCOM7,7150-7,715$248,809$0-$248,8092025-01-15
Q4 2024AMGN
AMGEN INC
United StatesCOM7600-760$244,880$0-$244,8802025-01-15
Q4 2024TXN
TEXAS INSTRS INC
United StatesCOM9880-988$204,092$0-$204,0922025-01-15
Q3 2024AMAT
APPLIED MATLS INC
United StatesCOM1,1870-1,187$280,121$0-$280,1212024-10-16
Q2 2024GEHC
GE HEALTHCARE TECHNOLOGIES I
United StatesCOMMON STOCK2,6080-2,608$237,094$0-$237,0942024-07-24
Q2 2024MCO
MOODYS CORP
United StatesCOM6000-600$235,818$0-$235,8182024-07-24
Q2 2024DE
DEERE & CO
United StatesCOM5320-532$219,296$0-$219,2962024-07-24
Q2 2024CRM
SALESFORCE INC
United StatesCOM6830-683$205,980$0-$205,9802024-07-24
Q1 2016STZ
CONSTELLATION BRANDS
United StatesCOM1,9250-1,925$274,000$0-$274,0002016-06-22
Q3 2015NI
NISOURCE
United StatesCOM5,7400-5,740$262,000$0-$262,0002015-10-28
Q2 2015ORCL
ORACLE
United StatesCOM4,9340-4,934$213,000$0-$213,0002015-07-24
Q1 2015PNW
PINNACLE WEST CAPITAL
United StatesCOM3,4330-3,433$235,000$0-$235,0002015-04-09

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