TIEMANN INVESTMENT ADVISORS, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 21 quarters from 2013-12-31 to 2026-06-30, TIEMANN INVESTMENT ADVISORS, LLC opened 163 positions, added to 633, reduced 1,124 and sold out of 114.
- Q2 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 27,820.
- Q2 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 48,785.
- Q2 2025: Stock ORCL; Country of operation United States; Class COM; Shares before 36,031.
- Q2 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 61,437.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1575151), 21 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); 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 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-02); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-29); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-28); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-01); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-28). 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 2013-12-31. 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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | MSFT
MICROSOFT CORP | United States | COM | 27,820 | 27,600 | -220 | $10,443,350 | $13,728,516 | +$3,285,166 | 2025-08-08 |
|---|
| Q2 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 48,785 | 47,563 | -1,222 | $5,287,319 | $7,514,481 | +$2,227,162 | 2025-08-08 |
|---|
| Q2 2025 | ORCL
ORACLE CORP | United States | COM | 36,031 | 28,365 | -7,666 | $5,037,494 | $6,201,440 | +$1,163,946 | 2025-08-08 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 61,437 | 61,188 | -249 | $13,647,126 | $12,553,852 | -$1,093,274 | 2025-08-08 |
|---|
| Q2 2025 | AVGO
BROADCOM INC | United States | COM | 6,750 | 6,715 | -35 | $1,130,153 | $1,850,990 | +$720,837 | 2025-08-08 |
|---|
| Q2 2025 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 2,669 | 2,393 | -276 | $1,398,238 | $746,472 | -$651,766 | 2025-08-08 |
|---|
| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 16,762 | 16,712 | -50 | $3,189,138 | $3,666,446 | +$477,308 | 2025-08-08 |
|---|
| Q2 2025 | CEG
CONSTELLATION ENERGY CORP | United States | COM | 3,957 | 3,942 | -15 | $797,850 | $1,272,320 | +$474,470 | 2025-08-08 |
|---|
| Q2 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 9,635 | 9,610 | -25 | $5,131,408 | $4,668,250 | -$463,158 | 2025-08-08 |
|---|
| Q2 2025 | NFLX
NETFLIX INC | United States | COM | 1,220 | 1,190 | -30 | $1,137,687 | $1,593,565 | +$455,878 | 2025-08-08 |
|---|
| Q2 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 19,302 | 19,292 | -10 | $2,984,861 | $3,399,829 | +$414,968 | 2025-08-08 |
|---|
| Q2 2025 | SMR
NUSCALE PWR CORP | United States | CL A COM | 14,000 | 13,500 | -500 | $198,240 | $534,060 | +$335,820 | 2025-08-08 |
|---|
| Q2 2025 | ABBV
ABBVIE INC | United States | COM | 10,565 | 10,330 | -235 | $2,213,579 | $1,917,455 | -$296,124 | 2025-08-08 |
|---|
| Q2 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 11,513 | 11,348 | -165 | $1,909,316 | $1,733,407 | -$175,909 | 2025-08-08 |
|---|
| Q2 2025 | MRK
MERCK & CO INC | United States | COM | 7,929 | 7,249 | -680 | $711,707 | $573,831 | -$137,876 | 2025-08-08 |
|---|
| Q2 2025 | ADM
ARCHER DANIELS MIDLAND CO | United States | COM | 6,935 | 3,910 | -3,025 | $332,949 | $206,370 | -$126,579 | 2025-08-08 |
|---|
| Q2 2025 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 2,293 | 2,288 | -5 | $1,135,654 | $1,243,322 | +$107,668 | 2025-08-08 |
|---|
| Q2 2025 | ESS
ESSEX PPTY TR INC | United States | COM | 4,069 | 4,035 | -34 | $1,247,668 | $1,143,452 | -$104,216 | 2025-08-08 |
|---|
| Q2 2025 | ALL
ALLSTATE CORP | United States | COM | 7,595 | 7,295 | -300 | $1,572,697 | $1,468,556 | -$104,141 | 2025-08-08 |
|---|
| Q2 2025 | KLAC
KLA CORP | United States | COM NEW | 522 | 502 | -20 | $354,856 | $449,661 | +$94,805 | 2025-08-08 |
|---|
| Q2 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 12,694 | 11,609 | -1,085 | $1,983,184 | $2,059,321 | +$76,137 | 2025-08-08 |
|---|
| Q2 2025 | CAT
CATERPILLAR INC | United States | COM | 3,154 | 2,874 | -280 | $1,040,189 | $1,115,716 | +$75,527 | 2025-08-08 |
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| Q2 2025 | DHI
D R HORTON INC | United States | COM | 4,857 | 4,212 | -645 | $617,470 | $543,011 | -$74,459 | 2025-08-08 |
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| Q2 2025 | ELS
EQUITY LIFESTYLE PPTYS INC | United States | COM | 11,462 | 11,248 | -214 | $764,557 | $693,641 | -$70,916 | 2025-08-08 |
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| Q2 2025 | MS
MORGAN STANLEY | United States | COM NEW | 3,621 | 3,496 | -125 | $422,462 | $492,447 | +$69,985 | 2025-08-08 |
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| Q2 2025 | AMAT
APPLIED MATLS INC | United States | COM | 4,770 | 4,135 | -635 | $692,222 | $756,994 | +$64,772 | 2025-08-08 |
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| Q2 2025 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 552 | 519 | -33 | $274,675 | $210,434 | -$64,241 | 2025-08-08 |
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| Q2 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 2,665 | 2,610 | -55 | $2,520,504 | $2,583,743 | +$63,239 | 2025-08-08 |
|---|
| Q2 2025 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 4,323 | 3,940 | -383 | $527,276 | $464,920 | -$62,356 | 2025-08-08 |
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| Q2 2025 | EMN
EASTMAN CHEM CO | United States | COM | 4,260 | 4,225 | -35 | $375,349 | $315,439 | -$59,910 | 2025-08-08 |
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| Q2 2025 | AXP
AMERICAN EXPRESS CO | United States | COM | 2,224 | 2,044 | -180 | $598,367 | $651,995 | +$53,628 | 2025-08-08 |
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| Q2 2025 | PEP
PEPSICO INC | United States | COM | 1,837 | 1,737 | -100 | $275,440 | $229,353 | -$46,087 | 2025-08-08 |
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| Q2 2025 | MCD
MCDONALDS CORP | United States | COM | 2,151 | 2,146 | -5 | $671,908 | $626,997 | -$44,911 | 2025-08-08 |
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| Q2 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,882 | 1,671 | -211 | $193,357 | $237,115 | +$43,758 | 2025-08-08 |
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| Q2 2025 | O
REALTY INCOME CORP | United States | COM | 7,174 | 6,486 | -688 | $416,208 | $373,638 | -$42,570 | 2025-08-08 |
|---|
| Q2 2025 | CARR
CARRIER GLOBAL CORPORATION | United States | COM | 6,096 | 5,846 | -250 | $386,486 | $427,869 | +$41,383 | 2025-08-08 |
|---|
| Q2 2025 | DE
DEERE & CO | United States | COM | 1,165 | 1,155 | -10 | $546,793 | $587,306 | +$40,513 | 2025-08-08 |
|---|
| Q2 2025 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 1,245 | 1,185 | -60 | $228,482 | $192,776 | -$35,706 | 2025-08-08 |
|---|
| Q2 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,684 | 5,179 | -505 | $257,826 | $224,095 | -$33,731 | 2025-08-08 |
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| Q2 2025 | CMCSA
COMCAST CORP NEW | United States | CL A | 11,034 | 10,534 | -500 | $407,155 | $375,958 | -$31,197 | 2025-08-08 |
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| Q2 2025 | DLR
DIGITAL RLTY TR INC | United States | COM | 1,960 | 1,775 | -185 | $280,848 | $309,436 | +$28,588 | 2025-08-08 |
|---|
| Q2 2025 | GLW
CORNING INC | United States | COM | 6,025 | 5,775 | -250 | $275,825 | $303,707 | +$27,882 | 2025-08-08 |
|---|
| Q2 2025 | LEN
LENNAR CORP | United States | CL A | 2,015 | 1,850 | -165 | $231,282 | $204,629 | -$26,653 | 2025-08-08 |
|---|
| Q2 2025 | PLD
PROLOGIS INC. | United States | COM | 3,731 | 3,716 | -15 | $417,088 | $390,626 | -$26,462 | 2025-08-08 |
|---|
| Q2 2025 | UNP
UNION PAC CORP | United States | COM | 2,169 | 2,119 | -50 | $512,405 | $487,540 | -$24,865 | 2025-08-08 |
|---|
| Q2 2025 | TSCO
TRACTOR SUPPLY CO | United States | COM | 4,975 | 4,725 | -250 | $274,123 | $249,338 | -$24,785 | 2025-08-08 |
|---|
| Q2 2025 | INTC
INTEL CORP | United States | COM | 14,755 | 14,080 | -675 | $335,086 | $315,392 | -$19,694 | 2025-08-08 |
|---|
| Q2 2025 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,239 | 1,235 | -4 | $365,524 | $348,479 | -$17,045 | 2025-08-08 |
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| Q2 2025 | OTIS
OTIS WORLDWIDE CORP | United States | COM | 3,159 | 3,124 | -35 | $326,009 | $309,338 | -$16,671 | 2025-08-08 |
|---|
| Q2 2025 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 2,540 | 2,515 | -25 | $277,546 | $260,956 | -$16,590 | 2025-08-08 |
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| Q2 2025 | NEE
NEXTERA ENERGY INC | United States | COM | 3,957 | 3,807 | -150 | $280,513 | $264,284 | -$16,229 | 2025-08-08 |
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| Q2 2025 | GILD
GILEAD SCIENCES INC | United States | COM | 2,402 | 2,297 | -105 | $269,144 | $254,668 | -$14,476 | 2025-08-08 |
|---|
| Q2 2025 | QCOM
QUALCOMM INC | United States | COM | 1,645 | 1,525 | -120 | $252,688 | $242,910 | -$9,778 | 2025-08-08 |
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| Q2 2025 | CSX
CSX CORP | United States | COM | 9,060 | 8,460 | -600 | $266,636 | $276,050 | +$9,414 | 2025-08-08 |
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| Q2 2025 | NSC
NORFOLK SOUTHN CORP | United States | COM | 962 | 862 | -100 | $227,850 | $220,646 | -$7,204 | 2025-08-08 |
|---|
| Q2 2025 | RTX
RTX CORPORATION | United States | COM | 7,666 | 6,906 | -760 | $1,015,438 | $1,008,414 | -$7,024 | 2025-08-08 |
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| Q2 2025 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 822 | 807 | -15 | $203,864 | $199,531 | -$4,333 | 2025-08-08 |
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| Q2 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 817 | 792 | -25 | $447,814 | $445,056 | -$2,758 | 2025-08-08 |
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| Q2 2025 | WSM
WILLIAMS SONOMA INC | United States | COM | 1,885 | 1,810 | -75 | $298,019 | $295,700 | -$2,319 | 2025-08-08 |
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| Q2 2025 | TRV
TRAVELERS COMPANIES INC | United States | COM | 1,460 | 1,445 | -15 | $386,112 | $386,595 | +$483 | 2025-08-08 |
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