Sandy Spring Bank historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 18 quarters from 2013-06-30 to 2025-03-31, Sandy Spring Bank opened 886 positions, added to 1,958, reduced 2,442 and sold out of 692.
- Q1 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 479,709.
- Q1 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 208,119.
- Q1 2025: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 207,514.
- Q1 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 140,629.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1457833), 18 quarters: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-04); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-06); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). 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 2008-12-31. 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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2025 | AAPL
APPLE, INC. | United States | COM | 479,709 | 468,063 | -11,646 | $120,128,883 | $103,970,814 | -$16,158,069 | 2025-05-12 |
|---|
| Q1 2025 | MSFT
MICROSOFT CORP | United States | COM | 208,119 | 200,569 | -7,550 | $87,722,366 | $75,291,708 | -$12,430,658 | 2025-05-12 |
|---|
| Q1 2025 | GOOG
ALPHABET INC-CL C | United States | CAP STK CL C | 207,514 | 204,986 | -2,528 | $39,519,016 | $32,025,076 | -$7,493,940 | 2025-05-12 |
|---|
| Q1 2025 | GOOGL
ALPHABET INC -CL A | United States | CAP STK CL A | 140,629 | 136,611 | -4,018 | $26,620,918 | $21,125,529 | -$5,495,389 | 2025-05-12 |
|---|
| Q1 2025 | DHR
DANAHER CORPORATION | United States | COM | 76,277 | 67,608 | -8,669 | $17,509,396 | $13,859,660 | -$3,649,736 | 2025-05-12 |
|---|
| Q1 2025 | ADBE
ADOBE INC | United States | COM | 21,918 | 17,190 | -4,728 | $9,746,496 | $6,592,882 | -$3,153,614 | 2025-05-12 |
|---|
| Q1 2025 | ORCL
ORACLE CORPORATION | United States | COM | 77,203 | 70,333 | -6,870 | $12,865,132 | $9,833,290 | -$3,031,842 | 2025-05-12 |
|---|
| Q1 2025 | RTX
RAYTHEON TECHNOLOGIES CORP | United States | COM | 164,533 | 164,327 | -206 | $19,039,848 | $21,766,670 | +$2,726,822 | 2025-05-12 |
|---|
| Q1 2025 | CRM
SALESFORCE INC | United States | COM | 35,830 | 35,491 | -339 | $11,979,134 | $9,524,461 | -$2,454,673 | 2025-05-12 |
|---|
| Q1 2025 | HD
HOME DEPOT, INC | United States | COM | 48,677 | 45,391 | -3,286 | $18,934,998 | $16,635,500 | -$2,299,498 | 2025-05-12 |
|---|
| Q1 2025 | WMT
WAL-MART STORES, INC | United States | COM | 262,708 | 244,697 | -18,011 | $23,735,668 | $21,481,934 | -$2,253,734 | 2025-05-12 |
|---|
| Q1 2025 | DIS
WALT DISNEY COMPANY | United States | COM | 102,983 | 96,475 | -6,508 | $11,467,181 | $9,522,123 | -$1,945,058 | 2025-05-12 |
|---|
| Q1 2025 | MAR
MARRIOTT INTERNATIONAL, INC CL A | United States | CL A | 41,631 | 41,006 | -625 | $11,612,776 | $9,767,640 | -$1,845,136 | 2025-05-12 |
|---|
| Q1 2025 | ABT
ABBOTT LABORATORIES | United States | COM | 106,328 | 103,788 | -2,540 | $12,026,764 | $13,767,440 | +$1,740,676 | 2025-05-12 |
|---|
| Q1 2025 | AXP
AMERICAN EXPRESS CO | United States | COM | 50,705 | 49,786 | -919 | $15,048,796 | $13,394,977 | -$1,653,819 | 2025-05-12 |
|---|
| Q1 2025 | NKE
NIKE INC CL B | United States | CL B | 64,211 | 52,036 | -12,175 | $4,858,830 | $3,303,230 | -$1,555,600 | 2025-05-12 |
|---|
| Q1 2025 | JPM
J P MORGAN CHASE & CO | United States | COM | 168,261 | 158,527 | -9,734 | $40,333,920 | $38,886,689 | -$1,447,231 | 2025-05-12 |
|---|
| Q1 2025 | PG
PROCTER & GAMBLE COMPANY | United States | COM | 54,843 | 45,709 | -9,134 | $9,194,384 | $7,789,733 | -$1,404,651 | 2025-05-12 |
|---|
| Q1 2025 | STZ
CONSTELLATION BRANDS INC A | United States | CL A | 12,484 | 7,696 | -4,788 | $2,758,953 | $1,412,392 | -$1,346,561 | 2025-05-12 |
|---|
| Q1 2025 | BLK
BLACKROCK INC | United States | COM | 12,112 | 11,789 | -323 | $12,415,713 | $11,157,665 | -$1,258,048 | 2025-05-12 |
|---|
| Q1 2025 | ZTS
ZOETIS INC | United States | CL A | 69,706 | 61,570 | -8,136 | $11,357,156 | $10,137,458 | -$1,219,698 | 2025-05-12 |
|---|
| Q1 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 104,587 | 98,084 | -6,503 | $15,125,278 | $16,266,345 | +$1,141,067 | 2025-05-12 |
|---|
| Q1 2025 | TSLA
TESLA INC | United States | COM | 7,770 | 7,765 | -5 | $3,137,900 | $2,012,419 | -$1,125,481 | 2025-05-12 |
|---|
| Q1 2025 | ELV
ELEVANCE HEALTH INC | United States | COM | 13,180 | 8,868 | -4,312 | $4,862,026 | $3,857,389 | -$1,004,637 | 2025-05-12 |
|---|
| Q1 2025 | MDLZ
MONDELEZ INTL INC | United States | CL A | 84,088 | 59,397 | -24,691 | $5,022,527 | $4,030,037 | -$992,490 | 2025-05-12 |
|---|
| Q1 2025 | TMUS
T-MOBILE US INC | United States | COM | 20,992 | 20,975 | -17 | $4,633,489 | $5,594,163 | +$960,674 | 2025-05-12 |
|---|
| Q1 2025 | CVS
CVS HEALTH CORP | United States | COM | 40,648 | 40,536 | -112 | $1,824,689 | $2,746,314 | +$921,625 | 2025-05-12 |
|---|
| Q1 2025 | LOW
LOWE'S COMPANIES, INC | United States | COM | 55,872 | 55,338 | -534 | $13,789,302 | $12,906,400 | -$882,902 | 2025-05-12 |
|---|
| Q1 2025 | V
VISA INC A | United States | COM CL A | 43,900 | 42,078 | -1,822 | $13,874,074 | $14,746,564 | +$872,490 | 2025-05-12 |
|---|
| Q1 2025 | TMO
THERMO FISHER SCIENTIFIC, INC | United States | COM | 29,604 | 29,208 | -396 | $15,400,686 | $14,533,706 | -$866,980 | 2025-05-12 |
|---|
| Q1 2025 | AMT
AMERICAN TOWER CORP | United States | COM | 49,243 | 45,448 | -3,795 | $9,031,738 | $9,889,473 | +$857,735 | 2025-05-12 |
|---|
| Q1 2025 | WM
WASTE MANAGEMENT INC | United States | COM | 37,049 | 35,960 | -1,089 | $7,476,119 | $8,325,101 | +$848,982 | 2025-05-12 |
|---|
| Q1 2025 | MRK
MERCK & CO INC | United States | COM | 41,276 | 36,706 | -4,570 | $4,106,098 | $3,294,696 | -$811,402 | 2025-05-12 |
|---|
| Q1 2025 | PYPL
PAYPAL HOLDINGS INC. | United States | COM | 33,390 | 31,619 | -1,771 | $2,849,837 | $2,063,141 | -$786,696 | 2025-05-12 |
|---|
| Q1 2025 | APH
AMPHENOL CORPORATION A | United States | CL A | 40,389 | 31,164 | -9,225 | $2,805,016 | $2,044,047 | -$760,969 | 2025-05-12 |
|---|
| Q1 2025 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 27,478 | 27,438 | -40 | $15,734,342 | $14,989,060 | -$745,282 | 2025-05-12 |
|---|
| Q1 2025 | CMCSA
COMCAST CORPORATION CLASS A | United States | CL A | 35,480 | 16,402 | -19,078 | $1,331,556 | $605,209 | -$726,347 | 2025-05-12 |
|---|
| Q1 2025 | FTV
FORTIVE CORP | United States | COM | 30,136 | 21,004 | -9,132 | $2,260,200 | $1,537,074 | -$723,126 | 2025-05-12 |
|---|
| Q1 2025 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 105,415 | 102,133 | -3,282 | $6,056,092 | $5,352,791 | -$703,301 | 2025-05-12 |
|---|
| Q1 2025 | UPS
UNITED PARCEL SERVICE, INC | United States | CL B | 10,510 | 5,736 | -4,774 | $1,325,312 | $630,904 | -$694,408 | 2025-05-12 |
|---|
| Q1 2025 | PM
PHILIP MORRIS INTERNATIONAL INC | United States | COM | 19,101 | 10,158 | -8,943 | $2,298,794 | $1,612,364 | -$686,430 | 2025-05-12 |
|---|
| Q1 2025 | TFC
TRUIST FINL CORP | United States | COM | 83,129 | 73,187 | -9,942 | $3,606,136 | $3,011,646 | -$594,490 | 2025-05-12 |
|---|
| Q1 2025 | VZ
VERIZON COMMUNICATIONS | United States | COM | 124,417 | 122,701 | -1,716 | $4,975,431 | $5,565,703 | +$590,272 | 2025-05-12 |
|---|
| Q1 2025 | CVX
CHEVRON CORPORATION | United States | COM | 34,020 | 32,536 | -1,484 | $4,927,458 | $5,442,848 | +$515,390 | 2025-05-12 |
|---|
| Q1 2025 | MO
ALTRIA GROUP, INC | United States | COM | 20,250 | 9,406 | -10,844 | $1,058,851 | $564,572 | -$494,279 | 2025-05-12 |
|---|
| Q1 2025 | KO
COCA-COLA COMPANY | United States | COM | 57,501 | 43,650 | -13,851 | $3,580,035 | $3,126,238 | -$453,797 | 2025-05-12 |
|---|
| Q1 2025 | RVTY
REVVITY INC | United States | COM | 6,699 | 2,945 | -3,754 | $747,676 | $311,581 | -$436,095 | 2025-05-12 |
|---|
| Q1 2025 | SCHW
THE CHARLES SCHWAB CORPORATION | United States | COM | 122,113 | 120,818 | -1,295 | $9,037,607 | $9,457,658 | +$420,051 | 2025-05-12 |
|---|
| Q1 2025 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 20,624 | 18,761 | -1,863 | $4,336,792 | $3,926,842 | -$409,950 | 2025-05-12 |
|---|
| Q1 2025 | ABBV
ABBVIE INC | United States | COM | 35,493 | 28,179 | -7,314 | $6,307,108 | $5,904,128 | -$402,980 | 2025-05-12 |
|---|
| Q1 2025 | ECL
ECOLAB INC. | United States | COM | 2,877 | 1,147 | -1,730 | $674,139 | $290,788 | -$383,351 | 2025-05-12 |
|---|
| Q1 2025 | INTC
INTEL CORPORATION | United States | COM | 51,696 | 29,239 | -22,457 | $1,036,505 | $664,011 | -$372,494 | 2025-05-12 |
|---|
| Q1 2025 | VLTO
VERALTO CORP | United States | COM SHS | 10,655 | 7,594 | -3,061 | $1,085,213 | $740,037 | -$345,176 | 2025-05-12 |
|---|
| Q1 2025 | SRE
SEMPRA | United States | COM | 17,542 | 16,778 | -764 | $1,538,784 | $1,197,279 | -$341,505 | 2025-05-12 |
|---|
| Q1 2025 | CSCO
CISCO SYSTEMS, INC | United States | COM | 124,275 | 113,843 | -10,432 | $7,357,027 | $7,025,250 | -$331,777 | 2025-05-12 |
|---|
| Q1 2025 | AUB
ATLANTIC UN BANKSHARES CORP | United States | COM | 38,654 | 36,507 | -2,147 | $1,464,214 | $1,136,822 | -$327,392 | 2025-05-12 |
|---|
| Q1 2025 | FDX
FEDEX CORP | United States | COM | 2,508 | 1,635 | -873 | $705,576 | $398,581 | -$306,995 | 2025-05-12 |
|---|
| Q1 2025 | TTWO
TAKE-TWO INTERACTIVE SOFTWARE | United States | COM | 15,882 | 15,495 | -387 | $2,923,559 | $3,211,339 | +$287,780 | 2025-05-12 |
|---|
| Q1 2025 | PEP
PEPSICO, INC | United States | COM | 62,601 | 61,645 | -956 | $9,519,097 | $9,243,050 | -$276,047 | 2025-05-12 |
|---|
| Q1 2025 | GNRC
GENERAC HOLDINGS INC | United States | COM | 9,123 | 8,990 | -133 | $1,414,530 | $1,138,590 | -$275,940 | 2025-05-12 |
|---|
| Q1 2025 | EL
ESTEE LAUDER COMPANIES CL A | United States | CL A | 4,667 | 1,284 | -3,383 | $349,937 | $84,744 | -$265,193 | 2025-05-12 |
|---|
| Q1 2025 | BAM
BROOKFIELD ASSET MANAGMT LTD | United States | CL A LMT VTG SHS | 21,108 | 18,592 | -2,516 | $1,143,843 | $900,783 | -$243,060 | 2025-05-12 |
|---|
| Q1 2025 | DE
DEERE & CO | United States | COM | 10,636 | 9,087 | -1,549 | $4,506,665 | $4,265,195 | -$241,470 | 2025-05-12 |
|---|
| Q1 2025 | MDT
MEDTRONIC HLDG | Ireland | SHS | 12,963 | 8,890 | -4,073 | $1,035,508 | $798,855 | -$236,653 | 2025-05-12 |
|---|
| Q1 2025 | AFL
AFLAC INCORPORATED | United States | COM | 22,566 | 18,983 | -3,583 | $2,334,227 | $2,110,720 | -$223,507 | 2025-05-12 |
|---|
| Q1 2025 | EQT
EQT CORPORATION | United States | COM | 51,331 | 48,288 | -3,043 | $2,366,872 | $2,580,028 | +$213,156 | 2025-05-12 |
|---|
| Q1 2025 | LMT
LOCKHEED MARTIN CORP | United States | COM | 4,644 | 4,575 | -69 | $2,256,813 | $2,043,755 | -$213,058 | 2025-05-12 |
|---|
| Q1 2025 | MTD
METTLER-TOLEDO INTERNATIONAL INC | | COM | 283 | 113 | -170 | $346,302 | $133,443 | -$212,859 | 2025-05-12 |
|---|
| Q1 2025 | ARE
ALEXANDRIA REAL ESTATE EQ IN | United States | COM | 4,946 | 2,938 | -2,008 | $482,483 | $271,795 | -$210,688 | 2025-05-12 |
|---|
| Q1 2025 | SHOP
SHOPIFY INC | | CL A | 6,186 | 4,697 | -1,489 | $657,759 | $448,470 | -$209,289 | 2025-05-12 |
|---|
| Q1 2025 | LH
LABCORP HOLDINGS INC | United States | COM SHS | 24,735 | 23,476 | -1,259 | $5,672,231 | $5,463,804 | -$208,427 | 2025-05-12 |
|---|
| Q1 2025 | BDX
BECTON DICKINSON & CO | United States | COM | 2,722 | 1,899 | -823 | $617,541 | $434,986 | -$182,555 | 2025-05-12 |
|---|
| Q1 2025 | IBM
INTERNATIONAL BUSINESS MACHINES CORP | United States | COM | 13,523 | 12,652 | -871 | $2,972,796 | $3,146,086 | +$173,290 | 2025-05-12 |
|---|
| Q1 2025 | BAC
BANK OF AMERICA CORPORATION | United States | COM | 43,109 | 41,364 | -1,745 | $1,894,672 | $1,726,115 | -$168,557 | 2025-05-12 |
|---|
| Q1 2025 | CMI
CUMMINS INC | United States | COM | 3,219 | 3,055 | -164 | $1,122,314 | $957,560 | -$164,754 | 2025-05-12 |
|---|
| Q1 2025 | MCD
MC DONALDS CORP | United States | COM | 63,861 | 59,781 | -4,080 | $18,512,840 | $18,673,958 | +$161,118 | 2025-05-12 |
|---|
| Q1 2025 | J
JACOBS SOLUTIONS INC | United States | COM | 11,646 | 11,606 | -40 | $1,556,139 | $1,403,050 | -$153,089 | 2025-05-12 |
|---|
| Q1 2025 | CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 13,350 | 13,054 | -296 | $805,005 | $655,442 | -$149,563 | 2025-05-12 |
|---|
| Q1 2025 | AMGN
AMGEN, INC | United States | COM | 7,640 | 6,869 | -771 | $1,991,219 | $2,140,003 | +$148,784 | 2025-05-12 |
|---|
| Q1 2025 | FBIN
FORTUNE BRANDS INNOVATIONS I | United States | COM | 8,449 | 7,044 | -1,405 | $577,307 | $428,827 | -$148,480 | 2025-05-12 |
|---|
| Q1 2025 | SYK
STRYKER CORPORATION | United States | COM | 24,546 | 23,352 | -1,194 | $8,837,798 | $8,692,783 | -$145,015 | 2025-05-12 |
|---|
| Q1 2025 | SO
SOUTHERN COMPANY | United States | COM | 15,569 | 15,511 | -58 | $1,281,666 | $1,426,264 | +$144,598 | 2025-05-12 |
|---|
| Q1 2025 | COF
CAPITAL ONE FINANCIAL CORP | United States | COM | 52,120 | 51,038 | -1,082 | $9,294,038 | $9,151,113 | -$142,925 | 2025-05-12 |
|---|
| Q1 2025 | MA
MASTERCARD, INC | United States | CL A | 44,959 | 43,452 | -1,507 | $23,674,294 | $23,817,184 | +$142,890 | 2025-05-12 |
|---|
| Q1 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 7,424 | 7,343 | -81 | $896,694 | $754,377 | -$142,317 | 2025-05-12 |
|---|
| Q1 2025 | NXPI
NXP SEMICONDUCTORS N V | | COM | 1,100 | 455 | -645 | $228,635 | $86,478 | -$142,157 | 2025-05-12 |
|---|
| Q1 2025 | FRT
FEDERAL REALTY INVESTMENT TRUST | United States | SH BEN INT NEW | 3,634 | 2,727 | -907 | $406,806 | $266,756 | -$140,050 | 2025-05-12 |
|---|
| Q1 2025 | UBSI
UNITED BANKSHARES INC WEST V | United States | COM | 23,858 | 22,047 | -1,811 | $895,868 | $764,370 | -$131,498 | 2025-05-12 |
|---|
| Q1 2025 | UNH
UNITEDHEALTH GROUP INCORPORATED | United States | COM | 13,197 | 12,517 | -680 | $6,676,004 | $6,555,562 | -$120,442 | 2025-05-12 |
|---|
| Q1 2025 | DOW
DOW INC | United States | COM | 15,337 | 14,208 | -1,129 | $615,475 | $496,145 | -$119,330 | 2025-05-12 |
|---|
| Q1 2025 | ADP
AUTOMATIC DATA PROCESSING, INC | United States | COM | 14,845 | 13,837 | -1,008 | $4,345,587 | $4,227,629 | -$117,958 | 2025-05-12 |
|---|
| Q1 2025 | EMR
EMERSON ELECTRIC CO | United States | COM | 6,461 | 6,279 | -182 | $800,773 | $688,406 | -$112,367 | 2025-05-12 |
|---|
| Q1 2025 | CSX
CSX CORP | United States | COM | 20,413 | 18,649 | -1,764 | $658,738 | $548,851 | -$109,887 | 2025-05-12 |
|---|
| Q1 2025 | BA
BOEING COMPANY | United States | COM | 7,068 | 6,694 | -374 | $1,251,093 | $1,141,718 | -$109,375 | 2025-05-12 |
|---|
| Q1 2025 | BMY
BRISTOL-MYERS SQUIBB COMPANY | United States | COM | 91,164 | 86,311 | -4,853 | $5,156,250 | $5,264,114 | +$107,864 | 2025-05-12 |
|---|
| Q1 2025 | BXP
BXP INC | United States | COM | 3,705 | 2,500 | -1,205 | $275,504 | $167,975 | -$107,529 | 2025-05-12 |
|---|
| Q1 2025 | DLR
DIGITAL RLTY TR INC | United States | COM | 2,930 | 2,884 | -46 | $519,572 | $413,251 | -$106,321 | 2025-05-12 |
|---|
| Q1 2025 | CLX
CLOROX COMPANY | United States | COM | 6,728 | 6,700 | -28 | $1,092,703 | $986,585 | -$106,118 | 2025-05-12 |
|---|
| Q1 2025 | SWKS
SKYWORKS SOLUTIONS INC | United States | COM | 1,761 | 834 | -927 | $156,165 | $53,901 | -$102,264 | 2025-05-12 |
|---|
| Q1 2025 | FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 2,955 | 1,955 | -1,000 | $241,069 | $140,702 | -$100,367 | 2025-05-12 |
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