Varma Mutual Pension Insurance Co historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Varma Mutual Pension Insurance Co opened 259 positions, added to 1,161, reduced 1,276 and sold out of 221.
- Q2 2026: Stock PM; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock BA; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock MO; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock LMT; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1698484), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2017-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 0 | 242,800 | +242,800 | $0 | $43,924,948 | +$43,924,948 | 2026-08-12 |
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| Q2 2026 | BA
BOEING CO | United States | COM | 0 | 116,700 | +116,700 | $0 | $25,262,049 | +$25,262,049 | 2026-08-12 |
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| Q2 2026 | MO
ALTRIA GROUP INC | United States | COM | 0 | 297,700 | +297,700 | $0 | $21,419,515 | +$21,419,515 | 2026-08-12 |
|---|
| Q2 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 0 | 36,600 | +36,600 | $0 | $18,646,236 | +$18,646,236 | 2026-08-12 |
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| Q2 2026 | TER
TERADYNE INC | United States | COM | 0 | 37,700 | +37,700 | $0 | $18,240,768 | +$18,240,768 | 2026-08-12 |
|---|
| Q2 2026 | COHR
COHERENT CORP | United States | COM | 0 | 39,900 | +39,900 | $0 | $15,739,353 | +$15,739,353 | 2026-08-12 |
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| Q2 2026 | FIX
COMFORT SYS USA INC | United States | COM | 0 | 7,800 | +7,800 | $0 | $15,459,210 | +$15,459,210 | 2026-08-12 |
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| Q2 2026 | GD
GENERAL DYNAMICS CORP | United States | COM | 0 | 42,900 | +42,900 | $0 | $15,196,896 | +$15,196,896 | 2026-08-12 |
|---|
| Q2 2026 | FLEX
FLEX LTD | | ORD | 0 | 92,900 | +92,900 | $0 | $15,056,303 | +$15,056,303 | 2026-08-12 |
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| Q2 2026 | LITE
LUMENTUM HLDGS INC | United States | COM | 0 | 17,100 | +17,100 | $0 | $14,672,826 | +$14,672,826 | 2026-08-12 |
|---|
| Q2 2026 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 0 | 48,900 | +48,900 | $0 | $14,209,851 | +$14,209,851 | 2026-08-12 |
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| Q2 2026 | ALAB
ASTERA LABS INC | United States | COM | 0 | 29,200 | +29,200 | $0 | $14,104,184 | +$14,104,184 | 2026-08-12 |
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| Q2 2026 | HON
HONEYWELL INTL INC | United States | COM | 0 | 61,550 | +61,550 | $0 | $13,781,045 | +$13,781,045 | 2026-08-12 |
|---|
| Q2 2026 | HONA
HONEYWELL AEROSPACE INC | United States | COM | 0 | 61,550 | +61,550 | $0 | $13,607,474 | +$13,607,474 | 2026-08-12 |
|---|
| Q2 2026 | BE
BLOOM ENERGY CORP | United States | COM CL A | 0 | 44,800 | +44,800 | $0 | $13,560,960 | +$13,560,960 | 2026-08-12 |
|---|
| Q2 2026 | HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 0 | 300,500 | +300,500 | $0 | $13,555,555 | +$13,555,555 | 2026-08-12 |
|---|
| Q2 2026 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 0 | 25,700 | +25,700 | $0 | $13,089,267 | +$13,089,267 | 2026-08-12 |
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| Q2 2026 | MPWR
MONOLITHIC PWR SYS INC | United States | COM | 0 | 9,200 | +9,200 | $0 | $12,717,712 | +$12,717,712 | 2026-08-12 |
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| Q2 2026 | ROST
ROSS STORES INC | United States | COM | 0 | 59,300 | +59,300 | $0 | $12,622,005 | +$12,622,005 | 2026-08-12 |
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| Q2 2026 | MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 0 | 129,400 | +129,400 | $0 | $12,437,928 | +$12,437,928 | 2026-08-12 |
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| Q2 2026 | CIEN
CIENA CORP | United States | COM NEW | 0 | 25,200 | +25,200 | $0 | $12,362,112 | +$12,362,112 | 2026-08-12 |
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| Q2 2026 | FTI
TECHNIPFMC PLC | United Kingdom | COM | 0 | 186,300 | +186,300 | $0 | $12,351,690 | +$12,351,690 | 2026-08-12 |
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| Q2 2026 | DD
DUPONT DE NEMOURS INC | United States | COMMON STOCK | 0 | 80,680 | +80,680 | $0 | $10,943,390 | +$10,943,390 | 2026-08-12 |
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| Q2 2026 | CHD
CHURCH & DWIGHT CO INC | United States | COM | 0 | 101,100 | +101,100 | $0 | $9,794,568 | +$9,794,568 | 2026-08-12 |
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| Q2 2026 | RKLB
ROCKET LAB CORP | United States | COM | 0 | 93,300 | +93,300 | $0 | $9,483,945 | +$9,483,945 | 2026-08-12 |
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| Q2 2026 | KVUE
KENVUE INC | United States | COM | 0 | 484,700 | +484,700 | $0 | $9,262,617 | +$9,262,617 | 2026-08-12 |
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| Q2 2026 | QSR
RESTAURANT BRANDS INTL INC | | COM | 0 | 121,800 | +121,800 | $0 | $8,831,412 | +$8,831,412 | 2026-08-12 |
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| Q2 2026 | HSY
HERSHEY CO | United States | COM | 0 | 38,900 | +38,900 | $0 | $6,825,005 | +$6,825,005 | 2026-08-12 |
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| Q2 2026 | NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 0 | 20,600 | +20,600 | $0 | $5,689,102 | +$5,689,102 | 2026-08-12 |
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