Summit X, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Summit X, LLC opened 82 positions, added to 281, reduced 260 and sold out of 167.
- Q1 2024: Stock RTX; Country of operation United States; Class COM; Shares before 18,492.
- Q1 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 19,687.
- Q1 2024: Stock DIS; Country of operation United States; Class COM; Shares before 17,835.
- Q1 2024: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 25,400.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697729), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). 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 2017-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2024 | RTX
RTX CORPORATION | United States | COM | 18,492 | 26,956 | +8,464 | $1,555,852 | $2,629,515 | +$1,073,663 | 2024-05-08 |
|---|
| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 19,687 | 20,050 | +363 | $7,404,095 | $8,439,423 | +$1,035,328 | 2024-05-08 |
|---|
| Q1 2024 | DIS
DISNEY WALT CO | United States | COM | 17,835 | 21,559 | +3,724 | $1,610,243 | $2,639,119 | +$1,028,876 | 2024-05-08 |
|---|
| Q1 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 25,400 | 28,266 | +2,866 | $3,547,817 | $4,269,814 | +$721,997 | 2024-05-08 |
|---|
| Q1 2024 | MA
MASTERCARD INCORPORATED | United States | CL A | 10,116 | 10,217 | +101 | $4,314,055 | $4,925,152 | +$611,097 | 2024-05-08 |
|---|
| Q1 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 27,209 | 27,722 | +513 | $3,986,951 | $4,498,984 | +$512,033 | 2024-05-08 |
|---|
| Q1 2024 | GERN
GERON CORP | United States | COM | 361,961 | 381,670 | +19,709 | $763,736 | $1,259,537 | +$495,801 | 2024-05-08 |
|---|
| Q1 2024 | META
META PLATFORMS INC | United States | CL A | 2,704 | 2,988 | +284 | $957,181 | $1,452,595 | +$495,414 | 2024-05-08 |
|---|
| Q1 2024 | ABBV
ABBVIE INC | United States | COM | 17,044 | 17,216 | +172 | $2,640,942 | $3,136,080 | +$495,138 | 2024-05-08 |
|---|
| Q1 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,469 | 5,071 | +2,602 | $386,932 | $802,914 | +$415,982 | 2024-05-08 |
|---|
| Q1 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 17,239 | 18,116 | +877 | $1,723,488 | $2,106,353 | +$382,865 | 2024-05-08 |
|---|
| Q1 2024 | C
CITIGROUP INC | United States | COM NEW | 16,226 | 18,697 | +2,471 | $834,733 | $1,182,398 | +$347,665 | 2024-05-08 |
|---|
| Q1 2024 | WMT
WALMART INC | United States | COM | 10,608 | 33,406 | +22,798 | $1,672,484 | $2,010,365 | +$337,881 | 2024-05-08 |
|---|
| Q1 2024 | FCNCA
FIRST CTZNS BANCSHARES INC N | United States | CL A | 1,158 | 1,195 | +37 | $1,642,713 | $1,959,854 | +$317,141 | 2024-05-08 |
|---|
| Q1 2024 | CI
THE CIGNA GROUP | United States | COM | 2,195 | 2,618 | +423 | $657,068 | $951,269 | +$294,201 | 2024-05-08 |
|---|
| Q1 2024 | DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 28,162 | 29,119 | +957 | $1,132,978 | $1,394,137 | +$261,159 | 2024-05-08 |
|---|
| Q1 2024 | CMRE
COSTAMARE INC | | SHS | 127,629 | 138,902 | +11,273 | $1,328,608 | $1,576,579 | +$247,971 | 2024-05-08 |
|---|
| Q1 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,491 | 3,537 | +46 | $1,245,125 | $1,486,652 | +$241,527 | 2024-05-08 |
|---|
| Q1 2024 | GLD
SPDR GOLD TR | United States | GOLD SHS | 6,722 | 7,174 | +452 | $1,285,038 | $1,476,031 | +$190,993 | 2024-05-08 |
|---|
| Q1 2024 | KMB
KIMBERLY-CLARK CORP | United States | COM | 7,078 | 8,011 | +933 | $859,963 | $1,036,519 | +$176,556 | 2024-05-08 |
|---|
| Q1 2024 | TSLA
TESLA INC | United States | COM | 5,454 | 6,836 | +1,382 | $1,355,487 | $1,202,280 | -$153,207 | 2024-05-08 |
|---|
| Q1 2024 | JPM
JPMORGAN CHASE & CO | United States | COM | 3,920 | 4,038 | +118 | $666,633 | $809,628 | +$142,995 | 2024-05-08 |
|---|
| Q1 2024 | KO
COCA COLA CO | United States | COM | 22,001 | 23,417 | +1,416 | $1,296,601 | $1,433,026 | +$136,425 | 2024-05-08 |
|---|
| Q1 2024 | CVS
CVS HEALTH CORP | United States | COM | 27,574 | 28,977 | +1,403 | $2,177,108 | $2,311,514 | +$134,406 | 2024-05-08 |
|---|
| Q1 2024 | DOW
DOW INC | United States | COM | 18,067 | 19,007 | +940 | $990,846 | $1,101,315 | +$110,469 | 2024-05-08 |
|---|
| Q1 2024 | KSS
KOHLS CORP | United States | COM | 22,927 | 25,425 | +2,498 | $657,539 | $741,259 | +$83,720 | 2024-05-08 |
|---|
| Q1 2024 | MRK
MERCK & CO INC | United States | COM | 2,885 | 2,985 | +100 | $314,553 | $393,220 | +$78,667 | 2024-05-08 |
|---|
| Q1 2024 | PANW
PALO ALTO NETWORKS INC | United States | COM | 1,278 | 1,580 | +302 | $377,129 | $449,559 | +$72,430 | 2024-05-08 |
|---|
| Q1 2024 | CVX
CHEVRON CORP NEW | United States | COM | 1,349 | 1,654 | +305 | $201,233 | $261,133 | +$59,900 | 2024-05-08 |
|---|
| Q1 2024 | FDX
FEDEX CORP | United States | COM | 960 | 1,040 | +80 | $242,671 | $302,402 | +$59,731 | 2024-05-08 |
|---|
| Q1 2024 | ELV
ELEVANCE HEALTH INC | United States | COM | 672 | 715 | +43 | $316,531 | $371,405 | +$54,874 | 2024-05-08 |
|---|
| Q1 2024 | QCOM
QUALCOMM INC | United States | COM | 1,610 | 1,664 | +54 | $232,942 | $282,041 | +$49,099 | 2024-05-08 |
|---|
| Q1 2024 | GILD
GILEAD SCIENCES INC | United States | COM | 20,254 | 21,825 | +1,571 | $1,640,671 | $1,598,942 | -$41,729 | 2024-05-08 |
|---|
| Q1 2024 | CMCSA
COMCAST CORP NEW | United States | CL A | 5,779 | 6,706 | +927 | $253,479 | $290,849 | +$37,370 | 2024-05-08 |
|---|
| Q1 2024 | T
AT&T INC | United States | COM | 11,121 | 12,631 | +1,510 | $186,592 | $222,380 | +$35,788 | 2024-05-08 |
|---|
| Q1 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 9,111 | 9,866 | +755 | $1,432,841 | $1,466,606 | +$33,765 | 2024-05-08 |
|---|
| Q1 2024 | SBUX
STARBUCKS CORP | United States | COM | 7,230 | 7,234 | +4 | $694,434 | $661,949 | -$32,485 | 2024-05-08 |
|---|
| Q1 2024 | DE
DEERE & CO | United States | COM | 1,773 | 1,803 | +30 | $708,987 | $740,619 | +$31,632 | 2024-05-08 |
|---|
| Q1 2024 | MCD
MCDONALDS CORP | United States | COM | 5,642 | 5,871 | +229 | $1,673,000 | $1,656,407 | -$16,593 | 2024-05-08 |
|---|
| Q1 2024 | UNP
UNION PAC CORP | United States | COM | 2,051 | 2,095 | +44 | $504,008 | $515,710 | +$11,702 | 2024-05-08 |
|---|
| Q1 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 560 | 579 | +19 | $253,954 | $264,877 | +$10,923 | 2024-05-08 |
|---|
| Q1 2024 | USB
US BANCORP DEL | United States | COM NEW | 7,152 | 7,155 | +3 | $309,505 | $319,857 | +$10,352 | 2024-05-08 |
|---|
| Q1 2024 | PFE
PFIZER INC | United States | COM | 10,896 | 11,590 | +694 | $313,737 | $321,776 | +$8,039 | 2024-05-08 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |