MTM FINANCIAL GROUP, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 17 quarters from 2022-03-31 to 2026-06-30, MTM FINANCIAL GROUP, LLC opened 18 positions, added to 67, reduced 70 and sold out of 16.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 1,680.
- Q2 2026: Stock PM; Country of operation United States; Class COM; Shares before 2,448.
- Q1 2026: Stock PPL; Country of operation United States; Class COM; Shares before 30,486.
- Q1 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 1,287.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2132054), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-06-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-06-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-06-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-06-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2026-06-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2026-06-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2026-06-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2026-06-23); Q4 2023 (2023-09-30 to 2023-12-31, filed 2026-06-23); Q3 2023 (2023-06-30 to 2023-09-30, filed 2026-06-23); Q2 2023 (2023-03-31 to 2023-06-30, filed 2026-06-23); Q1 2023 (2022-12-31 to 2023-03-31, filed 2026-06-23); Q4 2022 (2022-09-30 to 2022-12-31, filed 2026-06-23); Q3 2022 (2022-06-30 to 2022-09-30, filed 2026-06-23); Q2 2022 (2022-03-31 to 2022-06-30, filed 2026-06-23). 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 2022-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 1,680 | 1,760 | +80 | $285,029 | $240,583 | -$44,446 | 2026-07-27 |
|---|
| Q2 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,448 | 2,454 | +6 | $404,808 | $443,926 | +$39,118 | 2026-07-27 |
|---|
| Q1 2026 | PPL
PPL CORP | United States | COM | 30,486 | 30,973 | +487 | $1,067,633 | $1,183,161 | +$115,528 | 2026-06-23 |
|---|
| Q1 2026 | MSFT
MICROSOFT CORP | United States | COM | 1,287 | 1,372 | +85 | $622,603 | $507,824 | -$114,779 | 2026-06-23 |
|---|
| Q1 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,392 | 2,442 | +50 | $947,974 | $1,050,768 | +$102,794 | 2026-06-23 |
|---|
| Q1 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,372 | 2,408 | +36 | $490,885 | $588,612 | +$97,727 | 2026-06-23 |
|---|
| Q1 2026 | SLV
ISHARES SILVER TR | United States | ISHARES | 9,106 | 9,504 | +398 | $586,609 | $647,603 | +$60,994 | 2026-06-23 |
|---|
| Q1 2026 | WMT
WALMART INC | United States | COM | 1,797 | 1,925 | +128 | $200,204 | $239,239 | +$39,035 | 2026-06-23 |
|---|
| Q1 2026 | TT
TRANE TECHNOLOGIES PLC | | SHS | 640 | 690 | +50 | $249,088 | $287,551 | +$38,463 | 2026-06-23 |
|---|
| Q1 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,443 | 2,448 | +5 | $391,864 | $404,808 | +$12,944 | 2026-06-23 |
|---|
| Q1 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 1,157 | 1,224 | +67 | $372,809 | $360,052 | -$12,757 | 2026-06-23 |
|---|
| Q1 2026 | AAPL
APPLE INC | United States | COM | 2,970 | 3,177 | +207 | $807,427 | $806,356 | -$1,071 | 2026-06-23 |
|---|
| Q4 2025 | SLV
ISHARES SILVER TR | United States | ISHARES | 9,040 | 9,106 | +66 | $383,025 | $586,609 | +$203,584 | 2026-06-23 |
|---|
| Q4 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,354 | 2,392 | +38 | $836,776 | $947,974 | +$111,198 | 2026-06-23 |
|---|
| Q4 2025 | AAPL
APPLE INC | United States | COM | 2,969 | 2,970 | +1 | $755,937 | $807,427 | +$51,490 | 2026-06-23 |
|---|
| Q4 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,437 | 2,443 | +6 | $395,356 | $391,864 | -$3,492 | 2026-06-23 |
|---|
| Q3 2025 | AAPL
APPLE INC | United States | COM | 2,940 | 2,969 | +29 | $603,173 | $755,937 | +$152,764 | 2026-06-23 |
|---|
| Q3 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,309 | 2,354 | +45 | $703,852 | $836,776 | +$132,924 | 2026-06-23 |
|---|
| Q3 2025 | PPL
PPL CORP | United States | COM | 30,529 | 30,579 | +50 | $1,034,636 | $1,136,323 | +$101,687 | 2026-06-23 |
|---|
| Q3 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,433 | 2,437 | +4 | $443,125 | $395,356 | -$47,769 | 2026-06-23 |
|---|
| Q2 2025 | MSFT
MICROSOFT CORP | United States | COM | 1,227 | 1,308 | +81 | $460,634 | $650,858 | +$190,224 | 2026-06-23 |
|---|
| Q2 2025 | PPL
PPL CORP | United States | COM | 30,482 | 30,529 | +47 | $1,100,714 | $1,034,636 | -$66,078 | 2026-06-23 |
|---|
| Q2 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,428 | 2,433 | +5 | $385,366 | $443,125 | +$57,759 | 2026-06-23 |
|---|
| Q2 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,293 | 2,309 | +16 | $660,705 | $703,852 | +$43,147 | 2026-06-23 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 2,898 | 2,940 | +42 | $643,632 | $603,173 | -$40,459 | 2026-06-23 |
|---|
| Q1 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,421 | 2,428 | +7 | $291,373 | $385,366 | +$93,993 | 2026-06-23 |
|---|
| Q1 2025 | AAPL
APPLE INC | United States | COM | 2,891 | 2,898 | +7 | $724,033 | $643,632 | -$80,401 | 2026-06-23 |
|---|
| Q1 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 3,749 | 3,750 | +1 | $628,520 | $639,075 | +$10,555 | 2026-06-23 |
|---|
| Q4 2024 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,171 | 2,293 | +122 | $527,683 | $555,204 | +$27,521 | 2026-06-23 |
|---|
| Q4 2024 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,411 | 1,420 | +9 | $420,111 | $411,783 | -$8,328 | 2026-06-23 |
|---|
| Q4 2024 | MSFT
MICROSOFT CORP | United States | COM | 1,211 | 1,227 | +16 | $521,296 | $517,074 | -$4,222 | 2026-06-23 |
|---|
| Q4 2024 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,415 | 2,421 | +6 | $293,133 | $291,373 | -$1,760 | 2026-06-23 |
|---|
| Q3 2024 | APD
AIR PRODS & CHEMS INC | United States | COM | 942 | 1,411 | +469 | $243,083 | $420,111 | +$177,028 | 2026-06-23 |
|---|
| Q3 2024 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,407 | 2,415 | +8 | $243,938 | $293,133 | +$49,195 | 2026-06-23 |
|---|
| Q3 2024 | SLV
ISHARES SILVER TR | United States | ISHARES | 8,840 | 9,040 | +200 | $234,879 | $256,826 | +$21,947 | 2026-06-23 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 1,209 | 1,211 | +2 | $508,647 | $541,356 | +$32,709 | 2026-06-23 |
|---|
| Q2 2024 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,133 | 2,171 | +38 | $438,801 | $466,787 | +$27,986 | 2026-06-23 |
|---|
| Q2 2024 | PPL
PPL CORP | United States | COM | 33,814 | 33,871 | +57 | $930,888 | $936,523 | +$5,635 | 2026-06-23 |
|---|
| Q2 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 2,661 | 2,666 | +5 | $309,315 | $306,910 | -$2,405 | 2026-06-23 |
|---|
| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 1,188 | 1,209 | +21 | $446,643 | $508,647 | +$62,004 | 2026-06-23 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 3,148 | 3,218 | +70 | $606,099 | $551,887 | -$54,212 | 2026-06-23 |
|---|
| Q1 2024 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,085 | 2,133 | +48 | $398,589 | $438,801 | +$40,212 | 2026-06-23 |
|---|
| Q1 2024 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,402 | 2,410 | +8 | $225,964 | $220,768 | -$5,196 | 2026-06-23 |
|---|
| Q4 2023 | MSFT
MICROSOFT CORP | United States | COM | 1,184 | 1,188 | +4 | $373,699 | $446,643 | +$72,944 | 2026-06-23 |
|---|
| Q4 2023 | AAPL
APPLE INC | United States | COM | 3,142 | 3,148 | +6 | $537,911 | $606,099 | +$68,188 | 2026-06-23 |
|---|
| Q4 2023 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,248 | 1,252 | +4 | $353,573 | $342,682 | -$10,891 | 2026-06-23 |
|---|
| Q4 2023 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,394 | 2,402 | +8 | $221,633 | $225,964 | +$4,331 | 2026-06-23 |
|---|
| Q3 2023 | AAPL
APPLE INC | United States | COM | 3,133 | 3,142 | +9 | $607,622 | $537,911 | -$69,711 | 2026-06-23 |
|---|
| Q3 2023 | PFE
PFIZER INC | United States | COM | 9,993 | 10,193 | +200 | $366,543 | $338,102 | -$28,441 | 2026-06-23 |
|---|
| Q3 2023 | MSFT
MICROSOFT CORP | United States | COM | 1,166 | 1,184 | +18 | $397,175 | $373,699 | -$23,476 | 2026-06-23 |
|---|
| Q3 2023 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,382 | 2,394 | +12 | $232,536 | $221,633 | -$10,903 | 2026-06-23 |
|---|
| Q2 2023 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,147 | 1,337 | +190 | $329,430 | $400,529 | +$71,099 | 2026-06-23 |
|---|
| Q2 2023 | MSFT
MICROSOFT CORP | United States | COM | 1,155 | 1,166 | +11 | $333,023 | $397,175 | +$64,152 | 2026-06-23 |
|---|
| Q1 2023 | AAPL
APPLE INC | United States | COM | 3,193 | 3,213 | +20 | $414,885 | $529,877 | +$114,992 | 2026-06-23 |
|---|
| Q1 2023 | MSFT
MICROSOFT CORP | United States | COM | 1,149 | 1,155 | +6 | $275,532 | $333,023 | +$57,491 | 2026-06-23 |
|---|
| Q1 2023 | PPL
PPL CORP | United States | COM | 34,417 | 34,450 | +33 | $1,005,679 | $957,364 | -$48,315 | 2026-06-23 |
|---|
| Q1 2023 | SLV
ISHARES SILVER TR | United States | ISHARES | 9,718 | 10,413 | +695 | $213,990 | $230,336 | +$16,346 | 2026-06-23 |
|---|
| Q1 2023 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,664 | 2,670 | +6 | $269,590 | $259,680 | -$9,910 | 2026-06-23 |
|---|
| Q4 2022 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,656 | 2,664 | +8 | $220,475 | $269,590 | +$49,115 | 2026-06-23 |
|---|
| Q3 2022 | PPL
PPL CORP | United States | COM | 30,419 | 34,649 | +4,230 | $825,275 | $878,357 | +$53,082 | 2026-06-23 |
|---|
| Q3 2022 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,649 | 2,656 | +7 | $261,558 | $220,475 | -$41,083 | 2026-06-23 |
|---|
| Q3 2022 | MSFT
MICROSOFT CORP | United States | COM | 1,147 | 1,154 | +7 | $294,457 | $268,694 | -$25,763 | 2026-06-23 |
|---|
| Q3 2022 | AAPL
APPLE INC | United States | COM | 3,224 | 3,229 | +5 | $440,738 | $446,231 | +$5,493 | 2026-06-23 |
|---|
| Q2 2022 | MSFT
MICROSOFT CORP | United States | COM | 1,146 | 1,147 | +1 | $353,423 | $294,457 | -$58,966 | 2026-06-23 |
|---|
| Q2 2022 | SLV
ISHARES SILVER TR | United States | ISHARES | 9,065 | 10,205 | +1,140 | $207,407 | $190,221 | -$17,186 | 2026-06-23 |
|---|
| Q2 2022 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,643 | 2,649 | +6 | $248,256 | $261,558 | +$13,302 | 2026-06-23 |
|---|
| Q2 2022 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,399 | 2,544 | +145 | $433,379 | $428,562 | -$4,817 | 2026-06-23 |
|---|
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