Advertisement
Screener

SCHMIDT P J INVESTMENT MANAGEMENT INC Historic Quarter Change: USA Stocks, New

SCHMIDT P J INVESTMENT MANAGEMENT INC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 28 quarters from 2012-03-31 to 2026-06-30, SCHMIDT P J INVESTMENT MANAGEMENT INC opened 154 positions, added to 813, reduced 1,285 and sold out of 119.

  • Q2 2026: Stock HON; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock HONA; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock ADSK; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1008895), 28 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-21); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-29); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-20); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-22); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-29); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-22); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-24); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-23); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-25); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-06); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-29); Q2 2013 (2013-03-31 to 2013-06-30, filed 2013-08-06); Q1 2013 (2012-12-31 to 2013-03-31, filed 2013-08-07); Q4 2012 (2012-09-30 to 2012-12-31, filed 2013-08-13); Q3 2012 (2012-06-30 to 2012-09-30, filed 2013-08-13); Q2 2012 (2012-03-31 to 2012-06-30, filed 2013-08-13). 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 1999-03-31. 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 2026HON
HONEYWELL INTL INC
United StatesCOM010,761+10,761$0$2,409,388+$2,409,3882026-07-29
Q2 2026HONA
HONEYWELL AEROSPACE INC
United StatesCOM010,761+10,761$0$2,378,972+$2,378,9722026-07-29
Q2 2026AMD
ADVANCED MICRO DEVICES INC
United StatesCOM0860+860$0$499,511+$499,5112026-07-29
Q2 2026ADSK
AUTODESK INC
United StatesCOM02,307+2,307$0$448,527+$448,5272026-07-29
Q2 2026TXN
TEXAS INSTRS INC
United StatesCOM0925+925$0$275,715+$275,7152026-07-29
Q2 2026QCOM
QUALCOMM INC
United StatesCOM01,487+1,487$0$274,783+$274,7832026-07-29
Q2 2026ASML
ASML HLDG NV
N Y REGISTRY SHS0127+127$0$252,659+$252,6592026-07-29
Q2 2026RY
ROYAL BK CDA
COM01,191+1,191$0$246,501+$246,5012026-07-29
Q2 2026PWR
QUANTA SVCS INC
United StatesCOM0300+300$0$216,012+$216,0122026-07-29
Q2 2026MNST
MONSTER BEVERAGE CORP NEW
United StatesCOM02,200+2,200$0$211,464+$211,4642026-07-29
Q2 2026KLAC
KLA CORP
United StatesCOM NEW0700+700$0$211,197+$211,1972026-07-29

Similar Firms

Firm NameCountry13F ValueHoldings
Bornite Capital Management LPUnited States$0.595B17
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCUnited States$0.594B178
Pacific Capital Wealth Advisors, Inc.United States$0.595B87
Endurance Services LtdUnited States$0.594B8
LAUREL OAK WEALTH MANAGEMENT, LLCUnited States$0.595B360
Balboa Wealth PartnersUnited States$0.596B455
Encompass More Asset ManagementUnited States$0.597B251
Almanack Investment Partners, LLC.United States$0.592B177
12 West Capital Management LPUnited States$0.592B20
Te Ahumairangi Investment Management LtdNew Zealand$0.597B86