Morton Brown Family Wealth, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Morton Brown Family Wealth, LLC opened 295 positions, added to 274, reduced 178 and sold out of 168.
- Q2 2026: Stock AAPL; Country of operation United States; Class Stock; Shares before 8,584.
- Q2 2026: Stock NOC; Country of operation United States; Class Stock; Shares before 345.
- Q2 2026: Stock CAPL; Country of operation United States; Class Stock; Shares before 16,313.
- Q2 2026: Stock MCD; Country of operation United States; Class Stock; Shares before 1,729.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1909851), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). 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 2021-12-31.
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