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Squire Investment Management Company, LLC Historic Quarter Change: USA Stocks, Added

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Squire Investment Management Company, LLC 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, Squire Investment Management Company, LLC opened 18 positions, added to 50, reduced 22 and sold out of 2.

  • Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 8,225.
  • Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 5,344.
  • Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 834.
  • Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 2,405.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2031291), 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 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-01). 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 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026AAPL
APPLE INC		United StatesCOM8,2258,882+657$2,087,395$2,569,978+$482,5832026-07-28
Q2 2026NVDA
NVIDIA CORPORATION		United StatesCOM5,3446,115+771$932,014$1,223,562+$291,5482026-07-28
Q2 2026MSFT
MICROSOFT CORP		United StatesCOM8341,278+444$308,823$476,865+$168,0422026-07-28
Q2 2026AMZN
AMAZON COM INC		United StatesCOM2,4052,682+277$500,889$639,228+$138,3392026-07-28
Q2 2026JPM
JPMORGAN CHASE & CO		United StatesCOM2,2852,313+28$672,156$757,114+$84,9582026-07-28
Q2 2026GOOG
ALPHABET INC		United StatesCAP STK CL C754794+40$216,292$280,544+$64,2522026-07-28
Q2 2026CVX
CHEVRON CORPORATION		United StatesCOM1,6521,739+87$341,743$288,293-$53,4502026-07-28
Q2 2026ABBV
ABBVIE INC		United StatesCOM1,0341,057+23$224,938$266,089+$41,1512026-07-28
Q2 2026MMM
3M CO		United StatesCOM1,4131,472+59$205,204$238,254+$33,0502026-07-28
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW666699+33$319,147$349,773+$30,6262026-07-28
Q2 2026NEM
NEWMONT CORP		United StatesCOM2,1722,214+42$235,085$206,749-$28,3362026-07-28
Q2 2026CL
COLGATE PALMOLIVE CO		United StatesCOM2,3752,398+23$202,421$219,849+$17,4282026-07-28
Q2 2026JNJ
JOHNSON & JOHNSON		United StatesCOM965989+24$235,992$251,253+$15,2612026-07-28
Q1 2026CVX
CHEVRON CORPORATION		United StatesCOM1,6421,652+10$250,296$341,743+$91,4472026-04-24
Q1 2026GOOGL
ALPHABET INC		United StatesCAP STK CL A709959+250$221,917$275,770+$53,8532026-04-24
Q1 2026NVDA
NVIDIA CORPORATION		United StatesCOM5,2745,344+70$983,623$932,014-$51,6092026-04-24
Q1 2026NEM
NEWMONT CORP		United StatesCOM2,1632,172+9$215,948$235,085+$19,1372026-04-24
Q1 2026BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW661666+5$332,252$319,147-$13,1052026-04-24
Q4 2025AMZN
AMAZON COM INC		United StatesCOM1,2472,421+1,174$273,804$558,815+$285,0112026-01-22
Q4 2025NVDA
NVIDIA CORPORATION		United StatesCOM3,8755,274+1,399$722,985$983,623+$260,6382026-01-22
Q4 2025MMM
3M CO		United StatesCOM1,3991,416+17$217,154$226,748+$9,5942026-01-22
Q4 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW651661+10$327,284$332,252+$4,9682026-01-22
Q4 2025ABBV
ABBVIE INC		United StatesCOM1,0041,036+32$232,459$236,830+$4,3712026-01-22
Q4 2025CL
COLGATE PALMOLIVE CO		United StatesCOM2,6952,745+50$215,438$216,910+$1,4722026-01-22
Q4 2025MSFT
MICROSOFT CORP		United StatesCOM820879+59$424,753$425,180+$4272026-01-22
Q3 2025AAPL
APPLE INC		United StatesCOM7,1548,304+1,150$1,467,722$2,114,339+$646,6172025-10-20
Q3 2025NVDA
NVIDIA CORPORATION		United StatesCOM3,7923,875+83$599,071$722,985+$123,9142025-10-20
Q3 2025MSFT
MICROSOFT CORP		United StatesCOM768820+52$382,011$424,753+$42,7422025-10-20
Q3 2025AMZN
AMAZON COM INC		United StatesCOM1,1081,247+139$243,084$273,804+$30,7202025-10-20
Q3 2025CVX
CHEVRON CORP NEW		United StatesCOM1,6691,718+49$238,920$266,811+$27,8912025-10-20
Q3 2025MMM
3M CO		United StatesCOM1,3951,399+4$212,409$217,154+$4,7452025-10-20
Q2 2025NVDA
NVIDIA CORPORATION		United StatesCOM2,4623,792+1,330$266,796$599,071+$332,2752025-07-16
Q2 2025MSFT
MICROSOFT CORP		United StatesCOM656768+112$246,256$382,011+$135,7552025-07-16
Q2 2025JPM
JPMORGAN CHASE & CO.		United StatesCOM2,4552,465+10$602,212$714,628+$112,4162025-07-16
Q2 2025AAPL
APPLE INC		United StatesCOM6,8297,154+325$1,516,863$1,467,722-$49,1412025-07-16
Q2 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW650657+7$346,177$319,151-$27,0262025-07-16
Q1 2025NBHC
NATIONAL BK HLDGS CORP		United StatesCL A106,796106,976+180$4,598,636$4,093,972-$504,6642025-05-08
Q1 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW534650+116$242,063$346,177+$104,1142025-05-08
Q1 2025AAPL
APPLE INC		United StatesCOM6,3716,829+458$1,595,399$1,516,863-$78,5362025-05-08
Q1 2025JPM
JPMORGAN CHASE & CO.		United StatesCOM2,2182,455+237$531,677$602,212+$70,5352025-05-08
Q1 2025NVDA
NVIDIA CORPORATION		United StatesCOM2,3602,462+102$316,880$266,796-$50,0842025-05-08
Q1 2025CVX
CHEVRON CORP NEW		United StatesCOM1,6831,731+48$243,772$289,623+$45,8512025-05-08
Q1 2025CL
COLGATE PALMOLIVE CO		United StatesCOM2,6732,740+67$243,002$256,738+$13,7362025-05-08
Q4 2024AAPL
APPLE INC		United StatesCOM5,9296,371+442$1,381,446$1,595,399+$213,9532025-01-30
Q4 2024JPM
JPMORGAN CHASE & CO.		United StatesCOM2,0892,218+129$440,487$531,677+$91,1902025-01-30
Q4 2024NVDA
NVIDIA CORPORATION		United StatesCOM2,2692,360+91$275,596$316,880+$41,2842025-01-30
Q4 2024CVX
CHEVRON CORP NEW		United StatesCOM1,4151,683+268$208,407$243,772+$35,3652025-01-30
Q4 2024CL
COLGATE PALMOLIVE CO		United StatesCOM2,6702,673+3$277,173$243,002-$34,1712025-01-30
Q2 2024NVDA
NVIDIA CORPORATION		United StatesCOM2942,353+2,059$266,032$290,739+$24,7072024-08-01
Q2 2024JPM
JPMORGAN CHASE & CO.		United StatesCOM2,0892,106+17$418,427$425,960+$7,5332024-08-01

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