Sandy Spring Bank quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Sandy Spring Bank opened 65 positions, added to 146, reduced 266, sold out of 80 and left 261 unchanged. The largest increase in value was BRKB (+$9,283,575); the largest decrease was NVDA (-$18,520,868).
- AAPL: Country of operation United States; Class COM; Shares 2024-12-31 479,709; Shares 2025-03-31 468,063.
- MSFT: Country of operation United States; Class COM; Shares 2024-12-31 208,119; Shares 2025-03-31 200,569.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2024-12-31 207,514; Shares 2025-03-31 204,986.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2024-12-31 140,629; Shares 2025-03-31 136,611.
Two Form 13F-HR filings compared (SEC CIK 1457833): 2024-12-31 (filed 2025-02-11) and 2025-03-31 (filed 2025-05-12). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-03-31 | Share change | Value 2024-12-31 | Value 2025-03-31 | Value change |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE, INC. | United States | COM | 479,709 | 468,063 | -11,646 | $120,128,883 | $103,970,814 | -$16,158,069 |
| MSFT MICROSOFT CORP | United States | COM | 208,119 | 200,569 | -7,550 | $87,722,366 | $75,291,708 | -$12,430,658 |
| 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 |
| 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 |
| DHR DANAHER CORPORATION | United States | COM | 76,277 | 67,608 | -8,669 | $17,509,396 | $13,859,660 | -$3,649,736 |
| ADBE ADOBE INC | United States | COM | 21,918 | 17,190 | -4,728 | $9,746,496 | $6,592,882 | -$3,153,614 |
| ORCL ORACLE CORPORATION | United States | COM | 77,203 | 70,333 | -6,870 | $12,865,132 | $9,833,290 | -$3,031,842 |
| RTX RAYTHEON TECHNOLOGIES CORP | United States | COM | 164,533 | 164,327 | -206 | $19,039,848 | $21,766,670 | +$2,726,822 |
| CRM SALESFORCE INC | United States | COM | 35,830 | 35,491 | -339 | $11,979,134 | $9,524,461 | -$2,454,673 |
| HD HOME DEPOT, INC | United States | COM | 48,677 | 45,391 | -3,286 | $18,934,998 | $16,635,500 | -$2,299,498 |
| WMT WAL-MART STORES, INC | United States | COM | 262,708 | 244,697 | -18,011 | $23,735,668 | $21,481,934 | -$2,253,734 |
| DIS WALT DISNEY COMPANY | United States | COM | 102,983 | 96,475 | -6,508 | $11,467,181 | $9,522,123 | -$1,945,058 |
| MAR MARRIOTT INTERNATIONAL, INC CL A | United States | CL A | 41,631 | 41,006 | -625 | $11,612,776 | $9,767,640 | -$1,845,136 |
| ABT ABBOTT LABORATORIES | United States | COM | 106,328 | 103,788 | -2,540 | $12,026,764 | $13,767,440 | +$1,740,676 |
| AXP AMERICAN EXPRESS CO | United States | COM | 50,705 | 49,786 | -919 | $15,048,796 | $13,394,977 | -$1,653,819 |
| NKE NIKE INC CL B | United States | CL B | 64,211 | 52,036 | -12,175 | $4,858,830 | $3,303,230 | -$1,555,600 |
| JPM J P MORGAN CHASE & CO | United States | COM | 168,261 | 158,527 | -9,734 | $40,333,920 | $38,886,689 | -$1,447,231 |
| PG PROCTER & GAMBLE COMPANY | United States | COM | 54,843 | 45,709 | -9,134 | $9,194,384 | $7,789,733 | -$1,404,651 |
| STZ CONSTELLATION BRANDS INC A | United States | CL A | 12,484 | 7,696 | -4,788 | $2,758,953 | $1,412,392 | -$1,346,561 |
| BLK BLACKROCK INC | United States | COM | 12,112 | 11,789 | -323 | $12,415,713 | $11,157,665 | -$1,258,048 |
| ZTS ZOETIS INC | United States | CL A | 69,706 | 61,570 | -8,136 | $11,357,156 | $10,137,458 | -$1,219,698 |
| JNJ JOHNSON & JOHNSON | United States | COM | 104,587 | 98,084 | -6,503 | $15,125,278 | $16,266,345 | +$1,141,067 |
| TSLA TESLA INC | United States | COM | 7,770 | 7,765 | -5 | $3,137,900 | $2,012,419 | -$1,125,481 |
| ELV ELEVANCE HEALTH INC | United States | COM | 13,180 | 8,868 | -4,312 | $4,862,026 | $3,857,389 | -$1,004,637 |
| MDLZ MONDELEZ INTL INC | United States | CL A | 84,088 | 59,397 | -24,691 | $5,022,527 | $4,030,037 | -$992,490 |
| TMUS T-MOBILE US INC | United States | COM | 20,992 | 20,975 | -17 | $4,633,489 | $5,594,163 | +$960,674 |
| CVS CVS HEALTH CORP | United States | COM | 40,648 | 40,536 | -112 | $1,824,689 | $2,746,314 | +$921,625 |
| LOW LOWE'S COMPANIES, INC | United States | COM | 55,872 | 55,338 | -534 | $13,789,302 | $12,906,400 | -$882,902 |
| V VISA INC A | United States | COM CL A | 43,900 | 42,078 | -1,822 | $13,874,074 | $14,746,564 | +$872,490 |
| TMO THERMO FISHER SCIENTIFIC, INC | United States | COM | 29,604 | 29,208 | -396 | $15,400,686 | $14,533,706 | -$866,980 |
| AMT AMERICAN TOWER CORP | United States | COM | 49,243 | 45,448 | -3,795 | $9,031,738 | $9,889,473 | +$857,735 |
| WM WASTE MANAGEMENT INC | United States | COM | 37,049 | 35,960 | -1,089 | $7,476,119 | $8,325,101 | +$848,982 |
| MRK MERCK & CO INC | United States | COM | 41,276 | 36,706 | -4,570 | $4,106,098 | $3,294,696 | -$811,402 |
| PYPL PAYPAL HOLDINGS INC. | United States | COM | 33,390 | 31,619 | -1,771 | $2,849,837 | $2,063,141 | -$786,696 |
| APH AMPHENOL CORPORATION A | United States | CL A | 40,389 | 31,164 | -9,225 | $2,805,016 | $2,044,047 | -$760,969 |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 27,478 | 27,438 | -40 | $15,734,342 | $14,989,060 | -$745,282 |
| CMCSA COMCAST CORPORATION CLASS A | United States | CL A | 35,480 | 16,402 | -19,078 | $1,331,556 | $605,209 | -$726,347 |
| FTV FORTIVE CORP | United States | COM | 30,136 | 21,004 | -9,132 | $2,260,200 | $1,537,074 | -$723,126 |
| BN BROOKFIELD CORP | CL A LTD VT SH | 105,415 | 102,133 | -3,282 | $6,056,092 | $5,352,791 | -$703,301 | |
| UPS UNITED PARCEL SERVICE, INC | United States | CL B | 10,510 | 5,736 | -4,774 | $1,325,312 | $630,904 | -$694,408 |
| PM PHILIP MORRIS INTERNATIONAL INC | United States | COM | 19,101 | 10,158 | -8,943 | $2,298,794 | $1,612,364 | -$686,430 |
| TFC TRUIST FINL CORP | United States | COM | 83,129 | 73,187 | -9,942 | $3,606,136 | $3,011,646 | -$594,490 |
| VZ VERIZON COMMUNICATIONS | United States | COM | 124,417 | 122,701 | -1,716 | $4,975,431 | $5,565,703 | +$590,272 |
| CVX CHEVRON CORPORATION | United States | COM | 34,020 | 32,536 | -1,484 | $4,927,458 | $5,442,848 | +$515,390 |
| MO ALTRIA GROUP, INC | United States | COM | 20,250 | 9,406 | -10,844 | $1,058,851 | $564,572 | -$494,279 |
| KO COCA-COLA COMPANY | United States | COM | 57,501 | 43,650 | -13,851 | $3,580,035 | $3,126,238 | -$453,797 |
| RVTY REVVITY INC | United States | COM | 6,699 | 2,945 | -3,754 | $747,676 | $311,581 | -$436,095 |
| SCHW THE CHARLES SCHWAB CORPORATION | United States | COM | 122,113 | 120,818 | -1,295 | $9,037,607 | $9,457,658 | +$420,051 |
| LHX L3HARRIS TECHNOLOGIES INC | United States | COM | 20,624 | 18,761 | -1,863 | $4,336,792 | $3,926,842 | -$409,950 |
| ABBV ABBVIE INC | United States | COM | 35,493 | 28,179 | -7,314 | $6,307,108 | $5,904,128 | -$402,980 |
| ECL ECOLAB INC. | United States | COM | 2,877 | 1,147 | -1,730 | $674,139 | $290,788 | -$383,351 |
| INTC INTEL CORPORATION | United States | COM | 51,696 | 29,239 | -22,457 | $1,036,505 | $664,011 | -$372,494 |
| VLTO VERALTO CORP | United States | COM SHS | 10,655 | 7,594 | -3,061 | $1,085,213 | $740,037 | -$345,176 |
| SRE SEMPRA | United States | COM | 17,542 | 16,778 | -764 | $1,538,784 | $1,197,279 | -$341,505 |
| CSCO CISCO SYSTEMS, INC | United States | COM | 124,275 | 113,843 | -10,432 | $7,357,027 | $7,025,250 | -$331,777 |
| AUB ATLANTIC UN BANKSHARES CORP | United States | COM | 38,654 | 36,507 | -2,147 | $1,464,214 | $1,136,822 | -$327,392 |
| FDX FEDEX CORP | United States | COM | 2,508 | 1,635 | -873 | $705,576 | $398,581 | -$306,995 |
| TTWO TAKE-TWO INTERACTIVE SOFTWARE | United States | COM | 15,882 | 15,495 | -387 | $2,923,559 | $3,211,339 | +$287,780 |
| PEP PEPSICO, INC | United States | COM | 62,601 | 61,645 | -956 | $9,519,097 | $9,243,050 | -$276,047 |
| GNRC GENERAC HOLDINGS INC | United States | COM | 9,123 | 8,990 | -133 | $1,414,530 | $1,138,590 | -$275,940 |
| EL ESTEE LAUDER COMPANIES CL A | United States | CL A | 4,667 | 1,284 | -3,383 | $349,937 | $84,744 | -$265,193 |
| 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 |
| DE DEERE & CO | United States | COM | 10,636 | 9,087 | -1,549 | $4,506,665 | $4,265,195 | -$241,470 |
| MDT MEDTRONIC HLDG | Ireland | SHS | 12,963 | 8,890 | -4,073 | $1,035,508 | $798,855 | -$236,653 |
| AFL AFLAC INCORPORATED | United States | COM | 22,566 | 18,983 | -3,583 | $2,334,227 | $2,110,720 | -$223,507 |
| EQT EQT CORPORATION | United States | COM | 51,331 | 48,288 | -3,043 | $2,366,872 | $2,580,028 | +$213,156 |
| LMT LOCKHEED MARTIN CORP | United States | COM | 4,644 | 4,575 | -69 | $2,256,813 | $2,043,755 | -$213,058 |
| MTD METTLER-TOLEDO INTERNATIONAL INC | COM | 283 | 113 | -170 | $346,302 | $133,443 | -$212,859 | |
| ARE ALEXANDRIA REAL ESTATE EQ IN | United States | COM | 4,946 | 2,938 | -2,008 | $482,483 | $271,795 | -$210,688 |
| SHOP SHOPIFY INC | CL A | 6,186 | 4,697 | -1,489 | $657,759 | $448,470 | -$209,289 | |
| LH LABCORP HOLDINGS INC | United States | COM SHS | 24,735 | 23,476 | -1,259 | $5,672,231 | $5,463,804 | -$208,427 |
| BDX BECTON DICKINSON & CO | United States | COM | 2,722 | 1,899 | -823 | $617,541 | $434,986 | -$182,555 |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | United States | COM | 13,523 | 12,652 | -871 | $2,972,796 | $3,146,086 | +$173,290 |
| BAC BANK OF AMERICA CORPORATION | United States | COM | 43,109 | 41,364 | -1,745 | $1,894,672 | $1,726,115 | -$168,557 |
| CMI CUMMINS INC | United States | COM | 3,219 | 3,055 | -164 | $1,122,314 | $957,560 | -$164,754 |
| MCD MC DONALDS CORP | United States | COM | 63,861 | 59,781 | -4,080 | $18,512,840 | $18,673,958 | +$161,118 |
| J JACOBS SOLUTIONS INC | United States | COM | 11,646 | 11,606 | -40 | $1,556,139 | $1,403,050 | -$153,089 |
| CMG CHIPOTLE MEXICAN GRILL INC | United States | COM | 13,350 | 13,054 | -296 | $805,005 | $655,442 | -$149,563 |
| AMGN AMGEN, INC | United States | COM | 7,640 | 6,869 | -771 | $1,991,219 | $2,140,003 | +$148,784 |
| FBIN FORTUNE BRANDS INNOVATIONS I | United States | COM | 8,449 | 7,044 | -1,405 | $577,307 | $428,827 | -$148,480 |
| SYK STRYKER CORPORATION | United States | COM | 24,546 | 23,352 | -1,194 | $8,837,798 | $8,692,783 | -$145,015 |
| SO SOUTHERN COMPANY | United States | COM | 15,569 | 15,511 | -58 | $1,281,666 | $1,426,264 | +$144,598 |
| COF CAPITAL ONE FINANCIAL CORP | United States | COM | 52,120 | 51,038 | -1,082 | $9,294,038 | $9,151,113 | -$142,925 |
| MA MASTERCARD, INC | United States | CL A | 44,959 | 43,452 | -1,507 | $23,674,294 | $23,817,184 | +$142,890 |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 7,424 | 7,343 | -81 | $896,694 | $754,377 | -$142,317 |
| NXPI NXP SEMICONDUCTORS N V | COM | 1,100 | 455 | -645 | $228,635 | $86,478 | -$142,157 | |
| FRT FEDERAL REALTY INVESTMENT TRUST | United States | SH BEN INT NEW | 3,634 | 2,727 | -907 | $406,806 | $266,756 | -$140,050 |
| UBSI UNITED BANKSHARES INC WEST V | United States | COM | 23,858 | 22,047 | -1,811 | $895,868 | $764,370 | -$131,498 |
| UNH UNITEDHEALTH GROUP INCORPORATED | United States | COM | 13,197 | 12,517 | -680 | $6,676,004 | $6,555,562 | -$120,442 |
| DOW DOW INC | United States | COM | 15,337 | 14,208 | -1,129 | $615,475 | $496,145 | -$119,330 |
| ADP AUTOMATIC DATA PROCESSING, INC | United States | COM | 14,845 | 13,837 | -1,008 | $4,345,587 | $4,227,629 | -$117,958 |
| EMR EMERSON ELECTRIC CO | United States | COM | 6,461 | 6,279 | -182 | $800,773 | $688,406 | -$112,367 |
| CSX CSX CORP | United States | COM | 20,413 | 18,649 | -1,764 | $658,738 | $548,851 | -$109,887 |
| BA BOEING COMPANY | United States | COM | 7,068 | 6,694 | -374 | $1,251,093 | $1,141,718 | -$109,375 |
| BMY BRISTOL-MYERS SQUIBB COMPANY | United States | COM | 91,164 | 86,311 | -4,853 | $5,156,250 | $5,264,114 | +$107,864 |
| BXP BXP INC | United States | COM | 3,705 | 2,500 | -1,205 | $275,504 | $167,975 | -$107,529 |
| DLR DIGITAL RLTY TR INC | United States | COM | 2,930 | 2,884 | -46 | $519,572 | $413,251 | -$106,321 |
| CLX CLOROX COMPANY | United States | COM | 6,728 | 6,700 | -28 | $1,092,703 | $986,585 | -$106,118 |
| SWKS SKYWORKS SOLUTIONS INC | United States | COM | 1,761 | 834 | -927 | $156,165 | $53,901 | -$102,264 |
| FBTC FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 2,955 | 1,955 | -1,000 | $241,069 | $140,702 | -$100,367 |
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|---|---|---|---|
| Not available yet | |||