Sageworth Trust Co of South Dakota historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Sageworth Trust Co of South Dakota opened 31 positions, added to 39, reduced 53 and sold out of 19.
- Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 14,475.
- Q2 2026: Stock TJX; Country of operation United States; Class COM; Shares before 17,903.
- Q2 2026: Stock GOOG; Country of operation United States; Class COM; Shares before 5,294.
- Q2 2026: Stock COR; Country of operation United States; Class COM; Shares before 3,068.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1871593), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 14,475 | 20,347 | +5,872 | $3,014,708 | $4,849,504 | +$1,834,796 | 2026-07-28 |
|---|
| Q2 2026 | TJX
TJX COMPANIES INC (NEW) CMN | United States | COM | 17,903 | 26,441 | +8,538 | $2,859,109 | $4,005,811 | +$1,146,702 | 2026-07-28 |
|---|
| Q2 2026 | GOOG
ALPHABET INC CLASS C | United States | COM | 5,294 | 6,055 | +761 | $1,518,637 | $2,139,413 | +$620,776 | 2026-07-28 |
|---|
| Q2 2026 | COR
CENCORA INC CMN | United States | COM | 3,068 | 5,467 | +2,399 | $963,782 | $1,547,052 | +$583,270 | 2026-07-28 |
|---|
| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC - CL B | | COM | 1,950 | 2,923 | +973 | $934,440 | $1,462,640 | +$528,200 | 2026-07-28 |
|---|
| Q2 2026 | LHX
L3HARRIS TECHNOLOGIES IN | United States | COM | 4,364 | 6,518 | +2,154 | $1,506,235 | $1,894,066 | +$387,831 | 2026-07-28 |
|---|
| Q2 2026 | DHR
DANAHER CORPORATION CMN | United States | COM | 4,038 | 5,053 | +1,015 | $765,605 | $962,495 | +$196,890 | 2026-07-28 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORPORATION CMN | | COM | 3,522 | 5,025 | +1,503 | $597,543 | $687,018 | +$89,475 | 2026-07-28 |
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| Q2 2026 | TTE
TOTAL SA EUR SHS | | COM | 3,016 | 3,646 | +630 | $281,164 | $283,581 | +$2,417 | 2026-07-28 |
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| Q1 2026 | COP
CONOCOPHILLIPS CMN | United States | COM | 7,660 | 8,096 | +436 | $717,053 | $1,068,672 | +$351,619 | 2026-04-29 |
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| Q1 2026 | TSM
TAIWAN SEMICONDUCTOR MFG ADS L | | COM | 1,877 | 2,559 | +682 | $570,402 | $864,814 | +$294,412 | 2026-04-29 |
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| Q1 2026 | GOOG
ALPHABET INC CLASS C | United States | COM | 4,040 | 5,294 | +1,254 | $1,267,752 | $1,518,637 | +$250,885 | 2026-04-29 |
|---|
| Q1 2026 | XOMXXXX
EXXON MOBIL CORPORATION CMN | | COM | 3,042 | 3,522 | +480 | $366,074 | $597,543 | +$231,469 | 2026-04-29 |
|---|
| Q1 2026 | GOOGL
ALPHABET INC. CMN CLASS A | United States | COM | 6,920 | 8,262 | +1,342 | $2,165,960 | $2,375,821 | +$209,861 | 2026-04-29 |
|---|
| Q1 2026 | AMZN
AMAZON COM INC | United States | COM | 13,650 | 14,475 | +825 | $3,150,693 | $3,014,708 | -$135,985 | 2026-04-29 |
|---|
| Q1 2026 | TJX
TJX COMPANIES INC (NEW) CMN | United States | COM | 17,739 | 17,903 | +164 | $2,724,888 | $2,859,109 | +$134,221 | 2026-04-29 |
|---|
| Q3 2025 | GOOGL
ALPHABET INC. CMN CLASS A | United States | COM | 6,920 | 6,955 | +35 | $1,219,512 | $1,690,760 | +$471,248 | 2025-11-04 |
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| Q3 2025 | MSFT
MICROSOFT CORP | United States | COM | 797 | 1,668 | +871 | $396,436 | $863,941 | +$467,505 | 2025-11-04 |
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| Q3 2025 | TJX
TJX COMPANIES INC (NEW) CMN | United States | COM | 17,739 | 17,750 | +11 | $2,190,589 | $2,565,585 | +$374,996 | 2025-11-04 |
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| Q3 2025 | GOOG
ALPHABET INC CLASS C | United States | COM | 4,040 | 4,271 | +231 | $716,656 | $1,040,202 | +$323,546 | 2025-11-04 |
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| Q3 2025 | AMZN
AMAZON COM INC | United States | COM | 13,650 | 13,965 | +315 | $2,994,673 | $3,066,295 | +$71,622 | 2025-11-04 |
|---|
| Q3 2025 | BRKB
BERKSHIRE HATHAWAY INC - CL B | | COM | 1,950 | 1,959 | +9 | $947,251 | $984,868 | +$37,617 | 2025-11-04 |
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| Q1 2025 | CMI
CUMMINS INC | United States | COM | 4,051 | 4,152 | +101 | $1,412,179 | $1,301,403 | -$110,776 | 2025-04-28 |
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| Q1 2025 | XOMXXXX
EXXON MOBIL CORPORATION CMN | | COM | 3,254 | 3,754 | +500 | $350,033 | $446,463 | +$96,430 | 2025-04-28 |
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| Q1 2025 | COP
CONOCOPHILLIPS CMN | United States | COM | 8,937 | 9,092 | +155 | $886,282 | $954,842 | +$68,560 | 2025-04-28 |
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| Q4 2024 | AMZN
AMAZON.COM INC CMN | United States | COM | 13,100 | 13,650 | +550 | $2,440,923 | $2,994,673 | +$553,750 | 2025-01-28 |
|---|
| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 13,100 | 16,293 | +3,193 | $1,990,414 | $2,938,931 | +$948,517 | 2024-04-16 |
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| Q1 2024 | GOOGL
ALPHABET INC. CLASS A | United States | COM | 6,920 | 8,432 | +1,512 | $966,655 | $1,272,642 | +$305,987 | 2024-04-16 |
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| Q1 2024 | TJX
TJX COS INC NEW | United States | COM | 17,739 | 19,159 | +1,420 | $1,664,096 | $1,943,106 | +$279,010 | 2024-04-16 |
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| Q1 2024 | CMI
CUMMINS INC | United States | COM | 4,051 | 4,137 | +86 | $970,498 | $1,218,967 | +$248,469 | 2024-04-16 |
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| Q1 2024 | GOOG
ALPHABET INC. CMN CLASS C | United States | COM | 4,040 | 5,145 | +1,105 | $569,357 | $783,378 | +$214,021 | 2024-04-16 |
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| Q1 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,254 | 4,556 | +1,302 | $325,335 | $529,589 | +$204,254 | 2024-04-16 |
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| Q1 2024 | COP
CONOCOPHILLIPS | United States | COM | 8,937 | 9,260 | +323 | $1,037,318 | $1,178,613 | +$141,295 | 2024-04-16 |
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| Q1 2024 | TRV
TRAVELERS COMPANIES | United States | COM | 2,930 | 3,007 | +77 | $558,136 | $692,031 | +$133,895 | 2024-04-16 |
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| Q1 2024 | DHR
DANAHER CORPORATION | United States | COM | 4,812 | 4,979 | +167 | $1,113,208 | $1,243,356 | +$130,148 | 2024-04-16 |
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| Q1 2024 | COR
CENCORA INC | United States | COM | 3,068 | 3,103 | +35 | $630,106 | $753,998 | +$123,892 | 2024-04-16 |
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| Q1 2024 | FTV
FORTIVE CORP DISC 00500 | United States | COM | 2,857 | 2,926 | +69 | $210,361 | $251,695 | +$41,334 | 2024-04-16 |
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| Q1 2024 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 4,364 | 4,441 | +77 | $919,146 | $946,377 | +$27,231 | 2024-04-16 |
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| Q1 2024 | BDX
BECTON DICKINSON & CO | United States | COM | 1,163 | 1,210 | +47 | $283,574 | $299,414 | +$15,840 | 2024-04-16 |
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