Wambolt & Associates, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Wambolt & Associates, LLC opened 22 positions, added to 260, reduced 442 and sold out of 64.
- Q2 2025: Stock MDLZ; Country of operation United States; Class CL A; Shares before 36,150.
- Q2 2025: Stock ORCL; Country of operation United States; Class COM; Shares before 3,466.
- Q2 2025: Stock PG; Country of operation United States; Class COM; Shares before 19,396.
- Q2 2025: Stock PM; Country of operation United States; Class COM; Shares before 6,225.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1755723), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); 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 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2018-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | MDLZ
MONDELEZ INTL INC | United States | CL A | 36,150 | 44,827 | +8,677 | $2,445,520 | $3,091,283 | +$645,763 | 2025-08-13 |
|---|
| Q2 2025 | ORCL
ORACLE CORP | United States | COM | 3,466 | 3,765 | +299 | $492,021 | $824,529 | +$332,508 | 2025-08-13 |
|---|
| Q2 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 19,396 | 22,391 | +2,995 | $3,308,245 | $3,610,017 | +$301,772 | 2025-08-13 |
|---|
| Q2 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 6,225 | 6,234 | +9 | $984,067 | $1,106,761 | +$122,694 | 2025-08-13 |
|---|
| Q2 2025 | TSLA
TESLA INC | United States | COM | 3,088 | 3,119 | +31 | $829,004 | $937,914 | +$108,910 | 2025-08-13 |
|---|
| Q2 2025 | BLK
BLACKROCK INC | United States | COM | 439 | 470 | +31 | $414,642 | $495,507 | +$80,865 | 2025-08-13 |
|---|
| Q2 2025 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 561 | 566 | +5 | $374,378 | $447,406 | +$73,028 | 2025-08-13 |
|---|
| Q2 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 7,535 | 7,543 | +8 | $896,966 | $823,997 | -$72,969 | 2025-08-13 |
|---|
| Q2 2025 | AZO
AUTOZONE INC | United States | COM | 87 | 107 | +20 | $331,754 | $397,889 | +$66,135 | 2025-08-13 |
|---|
| Q2 2025 | ADBE
ADOBE INC | United States | COM | 1,355 | 1,449 | +94 | $519,236 | $568,153 | +$48,917 | 2025-08-13 |
|---|
| Q2 2025 | UNP
UNION PAC CORP | United States | COM | 989 | 1,148 | +159 | $234,561 | $270,434 | +$35,873 | 2025-08-13 |
|---|
| Q2 2025 | DRI
DARDEN RESTAURANTS INC | United States | COM | 1,773 | 1,840 | +67 | $371,514 | $404,064 | +$32,550 | 2025-08-13 |
|---|
| Q2 2025 | CB
CHUBB LIMITED | | COM | 1,774 | 1,794 | +20 | $534,684 | $519,524 | -$15,160 | 2025-08-13 |
|---|
| Q2 2025 | FISV
FISERV INC | United States | COM | 2,302 | 2,888 | +586 | $511,067 | $498,700 | -$12,367 | 2025-08-13 |
|---|
| Q2 2025 | CRM
SALESFORCE INC | United States | COM | 972 | 987 | +15 | $262,634 | $268,375 | +$5,741 | 2025-08-13 |
|---|
| Q2 2025 | CL
COLGATE PALMOLIVE CO | United States | COM | 2,885 | 2,899 | +14 | $270,901 | $266,829 | -$4,072 | 2025-08-13 |
|---|
| Q2 2025 | MO
ALTRIA GROUP INC | United States | COM | 7,171 | 7,183 | +12 | $421,583 | $417,623 | -$3,960 | 2025-08-13 |
|---|
| Q2 2025 | LLY
ELI LILLY & CO | United States | COM | 465 | 478 | +13 | $374,432 | $370,880 | -$3,552 | 2025-08-13 |
|---|
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