MTM FINANCIAL GROUP, LLC historic quarter change: USA Stocks, Reduced
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 GLD; Country of operation United States; Class GOLD SHS; Shares before 2,442.
- Q2 2026: Stock SLV; Country of operation United States; Class ISHARES; Shares before 9,504.
- Q2 2026: Stock PPL; Country of operation United States; Class COM; Shares before 30,973.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 3,177.
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 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,442 | 2,075 | -367 | $1,050,768 | $764,389 | -$286,379 | 2026-07-27 |
|---|
| Q2 2026 | SLV
ISHARES SILVER TR | United States | ISHARES | 9,504 | 8,155 | -1,349 | $647,603 | $436,048 | -$211,555 | 2026-07-27 |
|---|
| Q2 2026 | PPL
PPL CORP | United States | COM | 30,973 | 30,887 | -86 | $1,183,161 | $1,122,750 | -$60,411 | 2026-07-27 |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 3,177 | 2,980 | -197 | $806,356 | $862,436 | +$56,080 | 2026-07-27 |
|---|
| Q2 2026 | WMT
WALMART INC | United States | COM | 1,925 | 1,802 | -123 | $239,239 | $204,097 | -$35,142 | 2026-07-27 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 1,372 | 1,288 | -84 | $507,824 | $480,587 | -$27,237 | 2026-07-27 |
|---|
| Q2 2026 | TT
TRANE TECHNOLOGIES PLC | | SHS | 690 | 640 | -50 | $287,551 | $314,342 | +$26,791 | 2026-07-27 |
|---|
| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,408 | 2,394 | -14 | $588,612 | $608,004 | +$19,392 | 2026-07-27 |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 1,224 | 1,157 | -67 | $360,052 | $378,721 | +$18,669 | 2026-07-27 |
|---|
| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 2,772 | 2,741 | -31 | $400,388 | $401,940 | +$1,552 | 2026-07-27 |
|---|
| Q1 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 2,821 | 2,772 | -49 | $404,278 | $400,388 | -$3,890 | 2026-06-23 |
|---|
| Q4 2025 | PPL
PPL CORP | United States | COM | 30,579 | 30,486 | -93 | $1,136,323 | $1,067,633 | -$68,690 | 2026-06-23 |
|---|
| Q4 2025 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,094 | 1,034 | -60 | $298,356 | $255,419 | -$42,937 | 2026-06-23 |
|---|
| Q3 2025 | SIGI
SELECTIVE INS GROUP INC | United States | COM | 18,554 | 18,000 | -554 | $1,607,704 | $1,459,260 | -$148,444 | 2026-06-23 |
|---|
| Q3 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 3,549 | 2,821 | -728 | $565,427 | $433,447 | -$131,980 | 2026-06-23 |
|---|
| Q3 2025 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 6,429 | 5,390 | -1,039 | $297,598 | $243,089 | -$54,509 | 2026-06-23 |
|---|
| Q3 2025 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,149 | 1,094 | -55 | $324,087 | $298,356 | -$25,731 | 2026-06-23 |
|---|
| Q3 2025 | MSFT
MICROSOFT CORP | United States | COM | 1,308 | 1,287 | -21 | $650,858 | $666,588 | +$15,730 | 2026-06-23 |
|---|
| Q3 2025 | PFE
PFIZER INC | United States | COM | 8,822 | 8,225 | -597 | $213,845 | $209,573 | -$4,272 | 2026-06-23 |
|---|
| Q2 2025 | SIGI
SELECTIVE INS GROUP INC | United States | COM | 19,154 | 18,554 | -600 | $1,753,357 | $1,607,704 | -$145,653 | 2026-06-23 |
|---|
| Q2 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 3,750 | 3,549 | -201 | $639,075 | $565,427 | -$73,648 | 2026-06-23 |
|---|
| Q2 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,373 | 2,372 | -1 | $393,538 | $362,323 | -$31,215 | 2026-06-23 |
|---|
| Q2 2025 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,188 | 1,149 | -39 | $350,365 | $324,087 | -$26,278 | 2026-06-23 |
|---|
| Q1 2025 | PPL
PPL CORP | United States | COM | 31,553 | 30,482 | -1,071 | $1,024,198 | $1,100,714 | +$76,516 | 2026-06-23 |
|---|
| Q1 2025 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,420 | 1,188 | -232 | $411,783 | $350,365 | -$61,418 | 2026-06-23 |
|---|
| Q1 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,531 | 2,373 | -158 | $366,033 | $393,538 | +$27,505 | 2026-06-23 |
|---|
| Q1 2025 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 6,931 | 6,429 | -502 | $392,017 | $392,105 | +$88 | 2026-06-23 |
|---|
| Q4 2024 | PPL
PPL CORP | United States | COM | 32,120 | 31,553 | -567 | $1,062,514 | $1,024,198 | -$38,316 | 2026-06-23 |
|---|
| Q4 2024 | AAPL
APPLE INC | United States | COM | 3,180 | 2,891 | -289 | $740,942 | $724,033 | -$16,909 | 2026-06-23 |
|---|
| Q3 2024 | PPL
PPL CORP | United States | COM | 33,871 | 32,120 | -1,751 | $936,523 | $1,062,514 | +$125,991 | 2026-06-23 |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 3,209 | 3,180 | -29 | $675,823 | $740,942 | +$65,119 | 2026-06-23 |
|---|
| Q3 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 4,149 | 3,749 | -400 | $684,253 | $649,327 | -$34,926 | 2026-06-23 |
|---|
| Q3 2024 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 7,823 | 6,931 | -892 | $324,889 | $358,610 | +$33,721 | 2026-06-23 |
|---|
| Q3 2024 | PFE
PFIZER INC | United States | COM | 8,925 | 8,822 | -103 | $249,722 | $255,309 | +$5,587 | 2026-06-23 |
|---|
| Q2 2024 | AAPL
APPLE INC | United States | COM | 3,218 | 3,209 | -9 | $551,887 | $675,823 | +$123,936 | 2026-06-23 |
|---|
| Q2 2024 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,125 | 942 | -183 | $272,533 | $243,083 | -$29,450 | 2026-06-23 |
|---|
| Q2 2024 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,410 | 2,407 | -3 | $220,768 | $243,938 | +$23,170 | 2026-06-23 |
|---|
| Q2 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 4,254 | 4,149 | -105 | $690,212 | $684,253 | -$5,959 | 2026-06-23 |
|---|
| Q1 2024 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,252 | 1,125 | -127 | $342,682 | $272,533 | -$70,149 | 2026-06-23 |
|---|
| Q1 2024 | MRK
MERCK & CO INC | United States | COM | 2,013 | 1,937 | -76 | $219,457 | $255,587 | +$36,130 | 2026-06-23 |
|---|
| Q1 2024 | PFE
PFIZER INC | United States | COM | 9,218 | 8,925 | -293 | $265,386 | $247,669 | -$17,717 | 2026-06-23 |
|---|
| Q1 2024 | PPL
PPL CORP | United States | COM | 33,861 | 33,814 | -47 | $917,634 | $930,888 | +$13,254 | 2026-06-23 |
|---|
| Q1 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,575 | 2,531 | -44 | $403,606 | $400,379 | -$3,227 | 2026-06-23 |
|---|
| Q4 2023 | PPL
PPL CORP | United States | COM | 33,972 | 33,861 | -111 | $800,371 | $917,634 | +$117,263 | 2026-06-23 |
|---|
| Q4 2023 | MRK
MERCK & CO INC | United States | COM | 2,971 | 2,013 | -958 | $305,864 | $219,457 | -$86,407 | 2026-06-23 |
|---|
| Q4 2023 | PFE
PFIZER INC | United States | COM | 10,193 | 9,218 | -975 | $338,102 | $265,386 | -$72,716 | 2026-06-23 |
|---|
| Q4 2023 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,229 | 2,085 | -144 | $382,162 | $398,589 | +$16,427 | 2026-06-23 |
|---|
| Q4 2023 | PG
PROCTER AND GAMBLE CO | United States | COM | 4,345 | 4,254 | -91 | $633,762 | $623,381 | -$10,381 | 2026-06-23 |
|---|
| Q4 2023 | SLV
ISHARES SILVER TR | United States | ISHARES | 10,413 | 9,560 | -853 | $211,800 | $208,217 | -$3,583 | 2026-06-23 |
|---|
| Q3 2023 | PPL
PPL CORP | United States | COM | 33,988 | 33,972 | -16 | $899,322 | $800,371 | -$98,951 | 2026-06-23 |
|---|
| Q3 2023 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,337 | 1,248 | -89 | $400,529 | $353,573 | -$46,956 | 2026-06-23 |
|---|
| Q3 2023 | PG
PROCTER AND GAMBLE CO | United States | COM | 4,439 | 4,345 | -94 | $673,574 | $633,762 | -$39,812 | 2026-06-23 |
|---|
| Q3 2023 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,269 | 2,229 | -40 | $404,495 | $382,162 | -$22,333 | 2026-06-23 |
|---|
| Q2 2023 | AAPL
APPLE INC | United States | COM | 3,213 | 3,133 | -80 | $529,877 | $607,622 | +$77,745 | 2026-06-23 |
|---|
| Q2 2023 | PPL
PPL CORP | United States | COM | 34,450 | 33,988 | -462 | $957,364 | $899,322 | -$58,042 | 2026-06-23 |
|---|
| Q2 2023 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,670 | 2,382 | -288 | $259,680 | $232,536 | -$27,144 | 2026-06-23 |
|---|
| Q2 2023 | MRK
MERCK & CO INC | United States | COM | 3,377 | 2,971 | -406 | $359,283 | $342,824 | -$16,459 | 2026-06-23 |
|---|
| Q1 2023 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,645 | 2,575 | -70 | $467,239 | $399,125 | -$68,114 | 2026-06-23 |
|---|
| Q4 2022 | PPL
PPL CORP | United States | COM | 34,649 | 34,417 | -232 | $878,357 | $1,005,679 | +$127,322 | 2026-06-23 |
|---|
| Q4 2022 | SLV
ISHARES SILVER TR | United States | ISHARES | 10,205 | 9,718 | -487 | $178,588 | $213,990 | +$35,402 | 2026-06-23 |
|---|
| Q4 2022 | AAPL
APPLE INC | United States | COM | 3,229 | 3,193 | -36 | $446,231 | $414,885 | -$31,346 | 2026-06-23 |
|---|
| Q4 2022 | MSFT
MICROSOFT CORP | United States | COM | 1,154 | 1,149 | -5 | $268,694 | $275,532 | +$6,838 | 2026-06-23 |
|---|
| Q4 2022 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,485 | 2,269 | -216 | $384,355 | $384,913 | +$558 | 2026-06-23 |
|---|
| Q3 2022 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 6,773 | 6,669 | -104 | $343,721 | $253,222 | -$90,499 | 2026-06-23 |
|---|
| Q3 2022 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,544 | 2,485 | -59 | $428,562 | $384,355 | -$44,207 | 2026-06-23 |
|---|
| Q2 2022 | AAPL
APPLE INC | United States | COM | 3,344 | 3,224 | -120 | $583,821 | $440,738 | -$143,083 | 2026-06-23 |
|---|
| Q2 2022 | PPL
PPL CORP | United States | COM | 30,514 | 30,419 | -95 | $871,469 | $825,275 | -$46,194 | 2026-06-23 |
|---|
| Q2 2022 | MRK
MERCK & CO INC | United States | COM | 3,389 | 3,377 | -12 | $278,071 | $307,885 | +$29,814 | 2026-06-23 |
|---|
| Q2 2022 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,167 | 1,147 | -20 | $291,645 | $275,831 | -$15,814 | 2026-06-23 |
|---|
| Q2 2022 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 6,787 | 6,773 | -14 | $345,751 | $343,721 | -$2,030 | 2026-06-23 |
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