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MTM FINANCIAL GROUP, LLC Historic Quarter Change: USA Stocks, New

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MTM FINANCIAL GROUP, LLC historic quarter change: USA Stocks, New

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 MU; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 0.
  • Q1 2026: Stock DDSQ; Country of operation —; Class EQUITY DUAL DIRE; Shares before 0.
  • Q1 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 0.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MU
MICRON TECHNOLOGY INC		United StatesCOM0204+204$0$235,475+$235,4752026-07-27
Q2 2026LLY
ELI LILLY & CO		United StatesCOM0185+185$0$221,943+$221,9432026-07-27
Q1 2026DDSQ
INNOVATOR ETFS TRUST		EQUITY DUAL DIRE025,317+25,317$0$503,808+$503,8082026-06-23
Q1 2026XOMXXXX
EXXON MOBIL CORP		COM01,680+1,680$0$285,029+$285,0292026-06-23
Q1 2026VZ
VERIZON COMMUNICATIONS INC		United StatesCOM04,691+4,691$0$235,488+$235,4882026-06-23
Q1 2026PFE
PFIZER INC		United StatesCOM07,701+7,701$0$216,244+$216,2442026-06-23
Q1 2026NVDA
NVIDIA CORPORATION		United StatesCOM01,181+1,181$0$205,968+$205,9682026-06-23
Q4 2025AMAT
APPLIED MATLS INC		United StatesCOM0895+895$0$230,006+$230,0062026-06-23
Q4 2025WMT
WALMART INC		United StatesCOM01,797+1,797$0$200,204+$200,2042026-06-23
Q2 2025CI
THE CIGNA GROUP		United StatesCOM0605+605$0$200,001+$200,0012026-06-23
Q1 2025VZ
VERIZON COMMUNICATIONS INC		United StatesCOM04,440+4,440$0$201,398+$201,3982026-06-23
Q3 2024CI
THE CIGNA GROUP		United StatesCOM0605+605$0$209,596+$209,5962026-06-23
Q2 2024SLV
ISHARES SILVER TR		United StatesISHARES08,840+8,840$0$234,879+$234,8792026-06-23
Q2 2024AMAT
APPLIED MATLS INC		United StatesCOM0895+895$0$211,211+$211,2112026-06-23
Q2 2024TT
TRANE TECHNOLOGIES PLC		SHS0640+640$0$210,515+$210,5152026-06-23
Q1 2024JPM
JPMORGAN CHASE & CO		United StatesCOM01,157+1,157$0$231,747+$231,7472026-06-23
Q1 2024CI
THE CIGNA GROUP		United StatesCOM0605+605$0$219,730+$219,7302026-06-23
Q4 2022CI
CIGNA CORP NEW		United StatesCOM0644+644$0$213,383+$213,3832026-06-23

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