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SKBA CAPITAL MANAGEMENT LLC Historic Quarter Change: USA Stocks, Added

SKBA CAPITAL MANAGEMENT LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, SKBA CAPITAL MANAGEMENT LLC opened 108 positions, added to 480, reduced 765 and sold out of 95.

  • Q2 2026: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 2,878.
  • Q2 2026: Stock LH; Country of operation United States; Class COM SHS; Shares before 2,900.
  • Q2 2026: Stock SOLV; Country of operation United States; Class COM SHS; Shares before 9,945.
  • Q2 2026: Stock AXP; Country of operation United States; Class COM; Shares before 3,579.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 932024), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-11); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-12); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). 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. 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 2026BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW2,8783,755+877$1,379,138$1,878,964+$499,8262026-08-11
Q2 2026LH
LABCORP HOLDINGS INC
United StatesCOM SHS2,9003,855+955$773,749$1,079,400+$305,6512026-08-11
Q2 2026SOLV
SOLVENTUM CORP
United StatesCOM SHS9,94511,855+1,910$649,409$914,613+$265,2042026-08-11
Q2 2026AXP
AMERICAN EXPRESS CO
United StatesCOM3,5793,779+200$1,082,576$1,278,247+$195,6712026-08-11
Q2 2026WRB
BERKLEY W R CORP
United StatesCOM23,37624,506+1,130$1,549,361$1,728,408+$179,0472026-08-11
Q2 2026VZ
VERIZON COMMUNICATIONS INC
United StatesCOM212,550249,485+36,935$10,670,010$10,563,195-$106,8152026-08-11
Q2 2026BN
BROOKFIELD CORP
CL A LTD VT SH16,45817,157+699$666,035$730,738+$64,7032026-08-11

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