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NEW YORK LIFE INVESTMENT MANAGEMENT LLC Historic Quarter Change: USA Stocks, Added

NEW YORK LIFE INVESTMENT MANAGEMENT LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, NEW YORK LIFE INVESTMENT MANAGEMENT LLC opened 732 positions, added to 3,025, reduced 4,181 and sold out of 1,200.

  • Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 3,548,266.
  • Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 2,261,351.
  • Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 925,719.
  • Q2 2026: Stock INTC; Country of operation United States; Class COM; Shares before 699,232.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1133639), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-18); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). 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 2000-12-31. 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 2026NVDA
NVIDIA CORPORATION
United StatesCOM3,548,2663,640,286+92,020$618,817,590$728,384,826+$109,567,2362026-08-10
Q2 2026AAPL
APPLE INC
United StatesCOM2,261,3512,319,660+58,309$573,908,270$671,216,818+$97,308,5482026-08-10
Q2 2026GOOGL
ALPHABET INC
United StatesCAP STK CL A925,719964,737+39,018$266,199,756$344,768,062+$78,568,3062026-08-10
Q2 2026INTC
INTEL CORP
United StatesCOM699,232704,143+4,911$30,857,108$98,319,487+$67,462,3792026-08-10
Q2 2026AMAT
APPLIED MATLS INC
United StatesCOM127,022130,731+3,709$43,414,849$94,518,513+$51,103,6642026-08-10
Q2 2026AVGO
BROADCOM INC
United StatesCOM691,081699,053+7,972$213,896,480$264,067,271+$50,170,7912026-08-10
Q2 2026AMZN
AMAZON COM INC
United StatesCOM1,470,0101,492,511+22,501$306,158,983$355,725,072+$49,566,0892026-08-10
Q2 2026GOOG
ALPHABET INC
United StatesCAP STK CL C696,524701,829+5,305$199,804,875$247,977,241+$48,172,3662026-08-10
Q2 2026LRCX
LAM RESEARCH CORP
United StatesCOM NEW200,246205,583+5,337$42,784,560$89,085,281+$46,300,7212026-08-10
Q2 2026LLY
ELI LILLY & CO
United StatesCOM120,075129,708+9,633$110,441,383$155,575,666+$45,134,2832026-08-10
Q2 2026MRVL
MARVELL TECHNOLOGY INC
United StatesCOM19,192133,564+114,372$1,900,968$39,787,380+$37,886,4122026-08-10
Q2 2026SNDK
SANDISK CORP
United StatesCOM20,23120,351+120$12,853,564$46,272,679+$33,419,1152026-08-10
Q2 2026KLAC
KLA CORP
United StatesCOM NEW19,629196,164+176,535$28,901,936$59,184,640+$30,282,7042026-08-10
Q2 2026CSCO
CISCO SYS INC
United StatesCOM629,191646,204+17,013$48,818,930$75,903,122+$27,084,1922026-08-10
Q2 2026PANW
PALO ALTO NETWORKS INC
United StatesCOM126,509132,516+6,007$20,281,923$45,190,606+$24,908,6832026-08-10
Q2 2026TSLA
TESLA INC
United StatesCOM419,682423,945+4,263$156,016,784$178,311,267+$22,294,4832026-08-10
Q2 2026WDC
WESTERN DIGITAL CORP
United StatesCOM50,80251,172+370$13,741,433$32,684,580+$18,943,1472026-08-10
Q2 2026UNH
UNITEDHEALTH GROUP INC
United StatesCOM125,818126,515+697$34,045,093$52,583,429+$18,538,3362026-08-10
Q2 2026MSFT
MICROSOFT CORP
United StatesCOM1,122,9921,162,926+39,934$415,697,949$433,794,657+$18,096,7082026-08-10
Q2 2026CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A37,49641,510+4,014$14,638,813$31,677,941+$17,039,1282026-08-10
Q2 2026UUP
INVESCO DB US DLR INDEX TR
United StatesBULLISH FD60,008633,892+573,884$1,667,022$18,008,872+$16,341,8502026-08-10
Q2 2026TXN
TEXAS INSTRS INC
United StatesCOM135,447135,737+290$26,295,681$40,459,128+$14,163,4472026-08-10
Q2 2026CVX
CHEVRON CORPORATION
United StatesCOM260,422260,758+336$53,881,312$43,223,246-$10,658,0662026-08-10
Q2 2026D
DOMINION ENERGY INC
United StatesCOM118,569251,557+132,988$7,329,936$17,178,828+$9,848,8922026-08-10
Q2 2026QCOM
QUALCOMM INC
United StatesCOM170,107171,787+1,680$21,906,379$31,744,520+$9,838,1412026-08-10
Q2 2026PLTR
PALANTIR TECHNOLOGIES INC
United StatesCL A317,329320,224+2,895$46,418,886$37,360,534-$9,058,3522026-08-10
Q2 2026APH
AMPHENOL CORP
United StatesCL A170,752171,329+577$21,574,515$30,208,729+$8,634,2142026-08-10
Q2 2026ABBV
ABBVIE INC
United StatesCOM245,493246,242+749$53,392,273$61,964,337+$8,572,0642026-08-10
Q2 2026ANET
ARISTA NETWORKS INC
United StatesCOM SHS156,728162,384+5,656$19,243,064$27,585,794+$8,342,7302026-08-10
Q2 2026AES
AES CORP
United StatesCOM97,612620,716+523,104$1,375,353$9,099,697+$7,724,3442026-08-10
Q2 2026FTNT
FORTINET INC
United StatesCOM102,055103,621+1,566$8,339,935$15,918,258+$7,578,3232026-08-10
Q2 2026DDOG
DATADOG INC
United StatesCL A COM48,85850,767+1,909$5,767,687$13,217,696+$7,450,0092026-08-10
Q2 2026INTU
INTUIT
United StatesCOM44,12145,112+991$19,077,038$11,774,232-$7,302,8062026-08-10
Q2 2026EQH
EQUITABLE HLDGS INC
United StatesCOM35,485183,046+147,561$1,316,848$8,032,058+$6,715,2102026-08-10
Q2 2026WMT
WALMART INC
United StatesCOM609,027610,654+1,627$75,689,876$69,162,672-$6,527,2042026-08-10
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW253,832254,496+664$121,636,294$127,347,253+$5,710,9592026-08-10
Q2 2026CVS
CVS HEALTH CORP
United StatesCOM176,615177,779+1,164$12,684,489$18,391,238+$5,706,7492026-08-10
Q2 2026VRT
VERTIV HOLDINGS CO
United StatesCOM CL A59,68061,651+1,971$14,954,614$20,641,988+$5,687,3742026-08-10
Q2 2026AMGN
AMGEN INC
United StatesCOM74,82386,677+11,854$26,326,473$31,387,475+$5,061,0022026-08-10
Q2 2026CDNS
CADENCE DESIGN SYSTEM INC
United StatesCOM43,35345,213+1,860$12,046,498$16,969,343+$4,922,8452026-08-10
Q2 2026TER
TERADYNE INC
United StatesCOM21,76323,293+1,530$6,451,859$11,270,085+$4,818,2262026-08-10
Q2 2026COHR
COHERENT CORP
United StatesCOM26,00327,191+1,188$6,194,175$10,726,034+$4,531,8592026-08-10
Q2 2026VRTX
VERTEX PHARMACEUTICALS INC
United StatesCOM38,06943,218+5,149$16,999,331$21,467,677+$4,468,3462026-08-10
Q2 2026BSX
BOSTON SCIENTIFIC CORP
United StatesCOM220,446221,348+902$13,832,987$9,447,133-$4,385,8542026-08-10
Q2 2026HUM
HUMANA INC
United StatesCOM17,91417,943+29$3,106,108$7,127,318+$4,021,2102026-08-10
Q2 2026CME
CME GROUP INC
United StatesCOM53,51854,092+574$15,806,541$11,945,136-$3,861,4052026-08-10
Q2 2026PWR
QUANTA SVCS INC
United StatesCOM22,26722,268+1$12,225,028$16,033,851+$3,808,8232026-08-10
Q2 2026HD
HOME DEPOT INC
United StatesCOM148,142148,880+738$48,722,422$52,506,998+$3,784,5762026-08-10
Q2 2026VEEV
VEEVA SYS INC
United StatesCL A COM4,67825,848+21,170$821,737$4,587,245+$3,765,5082026-08-10
Q2 2026PEP
PEPSICO INC
United StatesCOM227,031233,016+5,985$35,255,644$31,550,366-$3,705,2782026-08-10
Q2 2026COST
COSTCO WHOLESALE CORPORATION
United StatesCOM61,67261,800+128$61,451,831$57,812,046-$3,639,7852026-08-10
Q2 2026FIX
COMFORT SYS USA INC
United StatesCOM4,8925,214+322$6,746,019$10,333,887+$3,587,8682026-08-10
Q2 2026DE
DEERE & CO
United StatesCOM39,71440,775+1,061$22,370,896$25,864,806+$3,493,9102026-08-10
Q2 2026META
META PLATFORMS INC
United StatesCL A319,708330,926+11,218$182,914,538$186,407,307+$3,492,7692026-08-10
Q2 2026HOOD
ROBINHOOD MKTS INC
United StatesCOM CL A109,713110,111+398$7,603,111$11,041,931+$3,438,8202026-08-10
Q2 2026CMI
CUMMINS INC
United StatesCOM19,20519,229+24$10,332,674$13,714,315+$3,381,6412026-08-10
Q2 2026JNJ
JOHNSON & JOHNSON
United StatesCOM334,621335,320+699$81,794,757$85,161,220+$3,366,4632026-08-10
Q2 2026WELL
WELLTOWER INC
United StatesCOM103,929105,305+1,376$20,547,803$23,901,076+$3,353,2732026-08-10
Q2 2026ZTS
ZOETIS INC
United StatesCL A70,62871,601+973$8,348,936$5,145,248-$3,203,6882026-08-10
Q2 2026NOC
NORTHROP GRUMMAN CORP
United StatesCOM18,52418,584+60$12,637,814$9,465,017-$3,172,7972026-08-10
Q2 2026DBA
INVESCO DB MULTI-SECTOR COMM
United StatesAGRICULTURE FD688,702824,292+135,590$18,815,339$21,983,868+$3,168,5292026-08-10
Q2 2026MPWR
MONOLITHIC PWR SYS INC
United StatesCOM7,2498,013+764$7,925,694$11,076,851+$3,151,1572026-08-10
Q2 2026PFE
PFIZER INC
United StatesCOM790,320794,237+3,917$22,192,186$19,125,227-$3,066,9592026-08-10
Q2 2026KO
COCA COLA CO
United StatesCOM537,521539,413+1,892$40,878,472$43,838,095+$2,959,6232026-08-10
Q2 2026TDG
TRANSDIGM GROUP INC
United StatesCOM7,8439,025+1,182$9,089,723$12,021,661+$2,931,9382026-08-10
Q2 2026LITE
LUMENTUM HLDGS INC
United StatesCOM9,92111,511+1,590$6,972,082$9,877,129+$2,905,0472026-08-10
Q2 2026ABT
ABBOTT LABORATORIES
United StatesCOM241,496242,521+1,025$24,794,394$22,006,356-$2,788,0382026-08-10
Q2 2026DAL
DELTA AIR LINES INC
United StatesCOM NEW95,54796,592+1,045$6,351,965$9,046,807+$2,694,8422026-08-10
Q2 2026CIEN
CIENA CORP
United StatesCOM NEW19,57420,949+1,375$7,599,214$10,276,741+$2,677,5272026-08-10
Q2 2026LMT
LOCKHEED MARTIN CORP
United StatesCOM28,13828,269+131$17,006,326$14,401,925-$2,604,4012026-08-10
Q2 2026KEYS
KEYSIGHT TECHNOLOGIES INC
United StatesCOM25,69628,071+2,375$7,255,780$9,826,815+$2,571,0352026-08-10
Q2 2026UNP
UNION PAC CORP
United StatesCOM82,40482,660+256$19,992,858$22,483,520+$2,490,6622026-08-10
Q2 2026ADBE
ADOBE INC
United StatesCOM65,40365,907+504$15,898,161$13,512,253-$2,385,9082026-08-10
Q2 2026MNST
MONSTER BEVERAGE CORP NEW
United StatesCOM99,18499,538+354$7,186,873$9,567,593+$2,380,7202026-08-10
Q2 2026DVN
DEVON ENERGY CORP NEW
United StatesCOM86,053160,702+74,649$4,330,187$6,640,207+$2,310,0202026-08-10
Q2 2026BBY
BEST BUY INC
United StatesCOM26,71152,841+26,130$1,714,846$4,009,575+$2,294,7292026-08-10
Q2 2026VTRS
VIATRIS INC
United StatesCOM193,416306,470+113,054$2,613,050$4,866,744+$2,253,6942026-08-10
Q2 2026SBUX
STARBUCKS CORP
United StatesCOM169,413169,868+455$15,177,711$17,358,811+$2,181,1002026-08-10
Q2 2026RVMD
REVOLUTION MEDICINES INC
United StatesCOM23,08223,449+367$2,244,725$4,391,529+$2,146,8042026-08-10
Q2 2026AXON
AXON ENTERPRISE INC
United StatesCOM12,97513,597+622$5,510,353$7,622,614+$2,112,2612026-08-10
Q2 2026CNC
CENTENE CORP DEL
United StatesCOM64,99665,428+432$2,127,969$4,199,823+$2,071,8542026-08-10
Q2 2026BA
BOEING CO
United StatesCOM109,068109,754+686$21,707,804$23,758,448+$2,050,6442026-08-10
Q2 2026NKE
NIKE INC
United StatesCL B177,004178,706+1,702$9,349,351$7,335,881-$2,013,4702026-08-10
Q2 2026MCHP
MICROCHIP TECHNOLOGY INC.
United StatesCOM75,00475,197+193$4,846,008$6,857,966+$2,011,9582026-08-10
Q2 2026USB
US BANCORP
United StatesCOM NEW230,601230,911+310$11,993,558$13,947,024+$1,953,4662026-08-10
Q2 2026SNPS
SYNOPSYS INC
United StatesCOM30,40931,272+863$12,056,560$13,949,501+$1,892,9412026-08-10
Q2 2026MKSI
MKS INC.
United StatesCOM8,3048,385+81$1,908,342$3,729,648+$1,821,3062026-08-10
Q2 2026BAX
BAXTER INTL INC
United StatesCOM70,519140,008+69,489$1,184,719$2,984,971+$1,800,2522026-08-10
Q2 2026JBL
JABIL INC
United StatesCOM14,69514,722+27$3,903,433$5,675,037+$1,771,6042026-08-10
Q2 2026Q
QNITY ELECTRONICS INC
United StatesCOMMON STOCK29,20031,267+2,067$3,369,096$5,106,214+$1,737,1182026-08-10
Q2 2026ADP
AUTOMATIC DATA PROCESSING IN
United StatesCOM66,77868,204+1,426$13,567,954$15,274,286+$1,706,3322026-08-10
Q2 2026CSX
CSX CORP
United StatesCOM258,899259,194+295$10,627,804$12,319,491+$1,691,6872026-08-10
Q2 2026OXY
OCCIDENTAL PETE CORP
United StatesCOM99,972101,174+1,202$6,498,180$4,914,021-$1,584,1592026-08-10
Q2 2026NEE
NEXTERA ENERGY INC
United StatesCOM310,135310,549+414$28,805,339$27,256,886-$1,548,4532026-08-10
Q2 2026MTSI
MACOM TECH SOLUTIONS HLDGS I
United StatesCOM9,1259,348+223$2,026,389$3,555,699+$1,529,3102026-08-10
Q2 2026FITB
FIFTH THIRD BANCORP
United StatesCOM131,535135,131+3,596$6,111,116$7,617,334+$1,506,2182026-08-10
Q2 2026APG
API GROUP CORP
United StatesCOM STK11,27046,221+34,951$456,660$1,957,459+$1,500,7992026-08-10
Q2 2026PH
PARKER-HANNIFIN CORP
United StatesCOM17,51917,545+26$15,683,710$17,161,115+$1,477,4052026-08-10
Q2 2026DOW
DOW HLDGS INC
United StatesCOM99,776100,471+695$4,155,670$2,748,887-$1,406,7832026-08-10
Q2 2026ADSK
AUTODESK INC
United StatesCOM33,75634,509+753$8,081,186$6,709,240-$1,371,9462026-08-10

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