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Petros Family Wealth, LLC Historic Quarter Change: USA Stocks, Sold Out

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Petros Family Wealth, LLC historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Petros Family Wealth, LLC opened 70 positions, added to 278, reduced 246 and sold out of 90.

  • Q2 2026: Stock CVX; Country of operation United States; Class COM; Shares before 2,454.
  • Q2 2026: Stock PPG; Country of operation United States; Class COM; Shares before 2,513.
  • Q2 2026: Stock AZN; Country of operation —; Class ORD; Shares before 1,277.
  • Q2 2026: Stock HD; Country of operation United States; Class COM; Shares before 750.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2004963), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). 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 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CVX
CHEVRON CORPORATION		United StatesCOM2,4540-2,454$507,733$0-$507,7332026-07-27
Q2 2026PPG
PPG INDS INC		United StatesCOM2,5130-2,513$268,589$0-$268,5892026-07-27
Q2 2026AZN
ASTRAZENECA PLC		ORD1,2770-1,277$251,850$0-$251,8502026-07-27
Q2 2026HD
HOME DEPOT INC		United StatesCOM7500-750$246,668$0-$246,6682026-07-27
Q2 2026IBP
INSTALLED BLDG PRODS INC		United StatesCOM9050-905$239,960$0-$239,9602026-07-27
Q2 2026MDT
MEDTRONIC PLC		IrelandSHS2,7080-2,708$234,677$0-$234,6772026-07-27
Q2 2026JKHY
HENRY JACK & ASSOC INC		United StatesCOM1,4510-1,451$229,316$0-$229,3162026-07-27
Q2 2026T
AT&T INC		United StatesCOM7,6560-7,656$221,948$0-$221,9482026-07-27
Q2 2026HONZZZZ
HONEYWELL INTL INC		COM9050-905$204,557$0-$204,5572026-07-27
Q1 2026PANW
PALO ALTO NETWORKS INC		United StatesCOM3,4410-3,441$633,832$0-$633,8322026-04-24
Q1 2026PEP
PEPSICO INC		United StatesCOM4,3660-4,366$626,567$0-$626,5672026-04-24
Q1 2026LRCX
LAM RESEARCH CORP		United StatesCOM NEW3,1910-3,191$546,235$0-$546,2352026-04-24
Q1 2026EXPE
EXPEDIA GROUP INC		United StatesCOM NEW1,6880-1,688$478,227$0-$478,2272026-04-24
Q1 2026AXON
AXON ENTERPRISE INC		United StatesCOM7880-788$447,530$0-$447,5302026-04-24
Q1 2026SBUX
STARBUCKS CORP		United StatesCOM5,0580-5,058$425,910$0-$425,9102026-04-24
Q1 2026CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A9020-902$422,822$0-$422,8222026-04-24
Q1 2026SOFI
SOFI TECHNOLOGIES INC		United StatesCOM13,7570-13,757$360,158$0-$360,1582026-04-24
Q1 2026ORCL
ORACLE CORP		United StatesCOM1,7930-1,793$349,474$0-$349,4742026-04-24
Q1 2026QCOM
QUALCOMM INC		United StatesCOM1,6700-1,670$285,711$0-$285,7112026-04-24
Q1 2026BR
BROADRIDGE FINL SOLUTIONS IN		United StatesCOM1,2210-1,221$272,491$0-$272,4912026-04-24
Q1 2026DIS
DISNEY WALT CO		United StatesCOM2,3590-2,359$268,384$0-$268,3842026-04-24
Q1 2026MU
MICRON TECHNOLOGY INC		United StatesCOM9350-935$266,859$0-$266,8592026-04-24
Q1 2026TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM4560-456$264,230$0-$264,2302026-04-24
Q1 2026MCD
MCDONALDS CORP		United StatesCOM8470-847$258,869$0-$258,8692026-04-24
Q1 2026KMT
KENNAMETAL INC		United StatesCOM7,9720-7,972$226,485$0-$226,4852026-04-24
Q1 2026MC
MOELIS & CO		United StatesCL A3,2210-3,221$221,412$0-$221,4122026-04-24
Q1 2026APH
AMPHENOL CORP NEW		United StatesCL A1,5280-1,528$206,494$0-$206,4942026-04-24
Q1 2026ABT
ABBOTT LABS		United StatesCOM1,6280-1,628$203,971$0-$203,9712026-04-24
Q1 2026RLI
RLI CORP		United StatesCOM3,1330-3,133$200,449$0-$200,4492026-04-24
Q1 2026ORN
ORION GROUP HLDGS INC		United StatesCOM12,0840-12,084$120,115$0-$120,1152026-04-24
Q4 2025MMM
3M CO		United StatesCOM6,6710-6,671$1,035,188$0-$1,035,1882026-01-14
Q4 2025PFE
PFIZER INC		United StatesCOM24,1580-24,158$615,553$0-$615,5532026-01-14
Q4 2025LDOS
LEIDOS HOLDINGS INC		United StatesCOM2,6030-2,603$491,890$0-$491,8902026-01-14
Q4 2025GRMN
GARMIN LTD		SHS1,8680-1,868$459,952$0-$459,9522026-01-14
Q4 2025WTW
WILLIS TOWERS WATSON PLC LTD		SHS1,2140-1,214$419,376$0-$419,3762026-01-14
Q4 2025CEG
CONSTELLATION ENERGY CORP		United StatesCOM1,2270-1,227$403,773$0-$403,7732026-01-14
Q4 2025SLV
ISHARES SILVER TR		United StatesISHARES9,5200-9,520$403,362$0-$403,3622026-01-14
Q4 2025LYV
LIVE NATION ENTERTAINMENT IN		United StatesCOM2,3060-2,306$376,800$0-$376,8002026-01-14
Q4 2025USB
US BANCORP DEL		United StatesCOM NEW7,7390-7,739$374,026$0-$374,0262026-01-14
Q4 2025HRL
HORMEL FOODS CORP		United StatesCOM15,0100-15,010$371,347$0-$371,3472026-01-14
Q4 2025BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM8,0280-8,028$362,075$0-$362,0752026-01-14
Q4 2025HONZZZZ
HONEYWELL INTL INC		COM1,6570-1,657$348,799$0-$348,7992026-01-14
Q4 2025ZETA
ZETA GLOBAL HOLDINGS CORP		United StatesCL A16,2060-16,206$322,013$0-$322,0132026-01-14
Q4 2025SO
SOUTHERN CO		United StatesCOM3,2640-3,264$309,329$0-$309,3292026-01-14
Q4 2025NXPI
NXP SEMICONDUCTORS N V		COM1,3240-1,324$301,431$0-$301,4312026-01-14
Q4 2025BIIB
BIOGEN INC		United StatesCOM2,1090-2,109$295,429$0-$295,4292026-01-14
Q4 2025ENB
ENBRIDGE INC		COM5,4940-5,494$277,227$0-$277,2272026-01-14
Q4 2025ECL
ECOLAB INC		United StatesCOM9340-934$255,880$0-$255,8802026-01-14
Q4 2025APP
APPLOVIN CORP		United StatesCOM CL A3460-346$248,615$0-$248,6152026-01-14
Q4 2025SOLV
SOLVENTUM CORP		United StatesCOM SHS2,9130-2,913$212,658$0-$212,6582026-01-14
Q4 2025TT
TRANE TECHNOLOGIES PLC		SHS4910-491$207,182$0-$207,1822026-01-14
Q4 2025QBTS
D-WAVE QUANTUM INC		United StatesCOM8,1400-8,140$201,139$0-$201,1392026-01-14
Q4 2025HBI
HANESBRANDS INC		United StatesCOM28,6450-28,645$188,770$0-$188,7702026-01-14
Q4 2025XTNT
XTANT MED HLDGS INC		United StatesCOM NEW20,0000-20,000$12,978$0-$12,9782026-01-14
Q3 2025ACN
ACCENTURE PLC IRELAND		SHS CLASS A3,0210-3,021$902,924$0-$902,9242025-10-17
Q3 2025PGR
PROGRESSIVE CORP		United StatesCOM2,1980-2,198$586,559$0-$586,5592025-10-17
Q3 2025ABT
ABBOTT LABS		United StatesCOM4,1590-4,159$565,665$0-$565,6652025-10-17
Q3 2025PYPL
PAYPAL HLDGS INC		United StatesCOM5,1150-5,115$380,147$0-$380,1472025-10-17
Q3 2025FICO
FAIR ISAAC CORP		United StatesCOM1900-190$347,313$0-$347,3132025-10-17
Q3 2025EME
EMCOR GROUP INC		United StatesCOM5900-590$315,585$0-$315,5852025-10-17
Q3 2025CRVL
CORVEL CORP		United StatesCOM2,2880-2,288$235,161$0-$235,1612025-10-17
Q3 2025FDX
FEDEX CORP		United StatesCOM9960-996$226,401$0-$226,4012025-10-17
Q3 2025LSTR
LANDSTAR SYS INC		United StatesCOM1,6100-1,610$223,822$0-$223,8222025-10-17
Q3 2025KAI
KADANT INC		United StatesCOM7020-702$222,850$0-$222,8502025-10-17
Q3 2025KMI
KINDER MORGAN INC DEL		United StatesCOM7,5710-7,571$222,574$0-$222,5742025-10-17
Q3 2025SAIC
SCIENCE APPLICATIONS INTL CO		United StatesCOM1,7990-1,799$202,585$0-$202,5852025-10-17
Q3 2025PKE
PARK AEROSPACE CORP		United StatesCOM10,3120-10,312$152,308$0-$152,3082025-10-17
Q3 2025ELAN
ELANCO ANIMAL HEALTH INC		United StatesCOM10,4600-10,460$149,369$0-$149,3692025-10-17
Q2 2025LMT
LOCKHEED MARTIN CORP		United StatesCOM7390-739$330,118$0-$330,1182025-07-22
Q2 2025FISV
FISERV INC		United StatesCOM1,2710-1,271$280,675$0-$280,6752025-07-22
Q2 2025CVX
CHEVRON CORP NEW		United StatesCOM1,5780-1,578$263,984$0-$263,9842025-07-22
Q2 2025DE
DEERE & CO		United StatesCOM5310-531$249,224$0-$249,2242025-07-22
Q2 2025TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM4590-459$228,398$0-$228,3982025-07-22
Q2 2025CVS
CVS HEALTH CORP		United StatesCOM3,2010-3,201$216,901$0-$216,9012025-07-22
Q2 2025UFPI
UFP INDUSTRIES INC		United StatesCOM1,9980-1,998$213,866$0-$213,8662025-07-22
Q2 2025TT
TRANE TECHNOLOGIES PLC		SHS5950-595$200,468$0-$200,4682025-07-22
Q1 2025BKNG
BOOKING HOLDINGS INC		United StatesCOM740-74$367,663$0-$367,6632025-04-23
Q1 2025JCI
JOHNSON CTLS INTL PLC		SHS4,3270-4,327$341,531$0-$341,5312025-04-23
Q1 2025IR
INGERSOLL RAND INC		United StatesCOM3,6560-3,656$330,722$0-$330,7222025-04-23
Q1 2025TDG
TRANSDIGM GROUP INC		United StatesCOM2490-249$315,553$0-$315,5532025-04-23
Q1 2025GWW
GRAINGER W W INC		United StatesCOM2930-293$308,838$0-$308,8382025-04-23
Q1 2025CBRE
CBRE GROUP INC		United StatesCL A2,1970-2,197$288,444$0-$288,4442025-04-23
Q1 2025GILD
GILEAD SCIENCES INC		United StatesCOM2,9310-2,931$270,695$0-$270,6952025-04-23
Q1 2025MSI
MOTOROLA SOLUTIONS INC		United StatesCOM NEW5640-564$260,698$0-$260,6982025-04-23
Q1 2025TGT
TARGET CORP		United StatesCOM1,7250-1,725$233,186$0-$233,1862025-04-23
Q1 2025ADP
AUTOMATIC DATA PROCESSING IN		United StatesCOM7290-729$213,400$0-$213,4002025-04-23
Q1 2025UPS
UNITED PARCEL SERVICE INC		United StatesCL B1,6670-1,667$210,252$0-$210,2522025-04-23
Q1 2025MRK
MERCK & CO INC		United StatesCOM2,1100-2,110$209,902$0-$209,9022025-04-23
Q1 2025CLF
CLEVELAND-CLIFFS INC NEW		United StatesCOM15,2980-15,298$143,801$0-$143,8012025-04-23
Q1 2025HUMA
HUMACYTE INC		United StatesCOM10,0000-10,000$50,500$0-$50,5002025-04-23

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