WILKINS INVESTMENT COUNSEL INC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, WILKINS INVESTMENT COUNSEL INC opened 94 positions, added to 449, reduced 751 and sold out of 43.
- Q2 2026: Stock NEM; Country of operation United States; Class Stock; Shares before 378,630.
- Q2 2026: Stock ILMN; Country of operation United States; Class Stock; Shares before 131,585.
- Q2 2026: Stock FTNT; Country of operation United States; Class Stock; Shares before 151,323.
- Q2 2026: Stock Q; Country of operation United States; Class Stock; Shares before 93,423.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1276853), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); 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 2024-05-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-09); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-10); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-06); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-28); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-31); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). 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 2004-12-31. 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 |
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| Q2 2026 | NEM
NEWMONT | United States | Stock | 378,630 | 373,570 | -5,060 | $40,986,698 | $34,891,438 | -$6,095,260 | 2026-08-06 |
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| Q2 2026 | ILMN
ILLUMINA | United States | Stock | 131,585 | 126,275 | -5,310 | $16,219,167 | $22,202,933 | +$5,983,766 | 2026-08-06 |
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| Q2 2026 | FTNT
FORTINET | United States | Stock | 151,323 | 114,145 | -37,178 | $12,366,116 | $17,534,955 | +$5,168,839 | 2026-08-06 |
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| Q2 2026 | Q
QNITY ELECTRONICS | United States | Stock | 93,423 | 90,874 | -2,549 | $10,779,146 | $14,840,633 | +$4,061,487 | 2026-08-06 |
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| Q2 2026 | TXN
TEXAS INSTRUMENTS | United States | Stock | 49,136 | 45,292 | -3,844 | $9,539,263 | $13,500,186 | +$3,960,923 | 2026-08-06 |
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| Q2 2026 | NTRS
NORTHERN TRUST | United States | Stock | 139,073 | 132,071 | -7,002 | $19,410,419 | $22,959,223 | +$3,548,804 | 2026-08-06 |
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| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHINES | United States | Stock | 76,773 | 76,408 | -365 | $18,609,007 | $21,486,694 | +$2,877,687 | 2026-08-06 |
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| Q2 2026 | MMM
3M | United States | Stock | 141,679 | 141,274 | -405 | $20,576,041 | $22,873,673 | +$2,297,632 | 2026-08-06 |
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| Q2 2026 | PEP
PEPSICO | United States | Stock | 109,980 | 109,640 | -340 | $17,078,794 | $14,845,256 | -$2,233,538 | 2026-08-06 |
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| Q2 2026 | CSCO
CISCO SYSTEMS | United States | Stock | 73,539 | 66,835 | -6,704 | $5,705,891 | $7,850,439 | +$2,144,548 | 2026-08-06 |
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| Q2 2026 | MRK
MERCK | United States | Stock | 246,748 | 244,471 | -2,277 | $29,681,317 | $31,414,524 | +$1,733,207 | 2026-08-06 |
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| Q2 2026 | SLB
SLB | | Stock | 276,810 | 274,465 | -2,345 | $14,225,266 | $12,759,878 | -$1,465,388 | 2026-08-06 |
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| Q2 2026 | IFF
INTERNATIONAL FLAVORS & FRAGRANCES | United States | Stock | 230,664 | 229,311 | -1,353 | $16,734,673 | $18,166,017 | +$1,431,344 | 2026-08-06 |
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| Q2 2026 | FFIV
F5 NETWORKS | United States | Stock | 12,725 | 12,285 | -440 | $3,681,724 | $5,110,069 | +$1,428,345 | 2026-08-06 |
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| Q2 2026 | UPS
UNITED PARCEL SERVICE | United States | Stock | 151,072 | 150,682 | -390 | $14,862,463 | $16,198,315 | +$1,335,852 | 2026-08-06 |
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| Q2 2026 | SYY
SYSCO | United States | Stock | 133,528 | 129,892 | -3,636 | $9,524,552 | $10,856,373 | +$1,331,821 | 2026-08-06 |
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| Q2 2026 | CPAY
CORPAY INC | United States | Stock | 33,941 | 33,576 | -365 | $9,876,492 | $11,189,874 | +$1,313,382 | 2026-08-06 |
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| Q2 2026 | EMR
EMERSON ELECTRIC | United States | Stock | 117,548 | 116,748 | -800 | $15,401,139 | $16,712,476 | +$1,311,337 | 2026-08-06 |
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| Q2 2026 | CAT
CATERPILLAR | United States | Stock | 3,528 | 3,325 | -203 | $2,499,447 | $3,540,793 | +$1,041,346 | 2026-08-06 |
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| Q2 2026 | CB
CHUBB LIMITED | | Stock | 74,729 | 74,439 | -290 | $24,356,423 | $25,364,345 | +$1,007,922 | 2026-08-06 |
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| Q2 2026 | PFE
PFIZER | United States | Stock | 180,975 | 176,761 | -4,214 | $5,081,778 | $4,256,405 | -$825,373 | 2026-08-06 |
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| Q2 2026 | STT
STATE STREET | United States | Stock | 14,950 | 14,900 | -50 | $1,892,072 | $2,527,040 | +$634,968 | 2026-08-06 |
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| Q2 2026 | CL
COLGATE-PALMOLIVE | United States | Stock | 113,069 | 112,019 | -1,050 | $9,636,871 | $10,269,902 | +$633,031 | 2026-08-06 |
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| Q2 2026 | CVX
CHEVRON | United States | Stock | 14,879 | 14,829 | -50 | $3,078,465 | $2,458,055 | -$620,410 | 2026-08-06 |
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| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | Stock | 67,094 | 66,797 | -297 | $16,400,457 | $16,964,434 | +$563,977 | 2026-08-06 |
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| Q2 2026 | JPM
J.P. MORGAN CHASE | United States | Stock | 19,054 | 18,828 | -226 | $5,604,925 | $6,162,969 | +$558,044 | 2026-08-06 |
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| Q2 2026 | UNP
UNION PACIFIC | United States | Stock | 19,356 | 19,224 | -132 | $4,696,153 | $5,228,928 | +$532,775 | 2026-08-06 |
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| Q2 2026 | BNY
BANK OF NY MELLON CORP COM | United States | Stock | 17,345 | 17,145 | -200 | $2,057,637 | $2,479,338 | +$421,701 | 2026-08-06 |
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| Q2 2026 | TRMB
TRIMBLE | United States | Stock | 26,700 | 25,900 | -800 | $1,741,641 | $1,325,562 | -$416,079 | 2026-08-06 |
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| Q2 2026 | MS
MORGAN STANLEY COM NEW | United States | Stock | 11,149 | 10,599 | -550 | $1,834,791 | $2,215,615 | +$380,824 | 2026-08-06 |
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| Q2 2026 | WY
WEYERHAEUSER | United States | REIT | 527,265 | 525,165 | -2,100 | $12,881,084 | $12,572,450 | -$308,634 | 2026-08-06 |
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| Q2 2026 | AXP
AMERICAN EXPRESS CO COM | United States | Stock | 8,012 | 7,962 | -50 | $2,423,470 | $2,693,147 | +$269,677 | 2026-08-06 |
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| Q2 2026 | GOOG
ALPHABET CL C | United States | Stock | 4,473 | 4,373 | -100 | $1,283,125 | $1,545,112 | +$261,987 | 2026-08-06 |
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| Q2 2026 | DE
DEERE & CO COM | United States | Stock | 4,095 | 4,040 | -55 | $2,306,714 | $2,562,693 | +$255,979 | 2026-08-06 |
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| Q2 2026 | GIS
GENERAL MILLS | United States | Stock | 46,990 | 43,440 | -3,550 | $1,748,968 | $1,511,712 | -$237,256 | 2026-08-06 |
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| Q2 2026 | WMT
WAL-MART STORES | United States | Stock | 13,506 | 12,806 | -700 | $1,678,526 | $1,450,408 | -$228,118 | 2026-08-06 |
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| Q2 2026 | ADSK
AUTODESK | United States | Stock | 4,335 | 4,235 | -100 | $1,037,799 | $823,369 | -$214,430 | 2026-08-06 |
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| Q2 2026 | AMZN
AMAZON | United States | Stock | 7,560 | 7,360 | -200 | $1,574,521 | $1,754,182 | +$179,661 | 2026-08-06 |
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| Q2 2026 | CSX
CSX CORP COM | United States | Stock | 34,400 | 33,450 | -950 | $1,412,120 | $1,589,879 | +$177,759 | 2026-08-06 |
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| Q2 2026 | ETN
EATON CORP PLC SHS | | Stock | 3,191 | 3,041 | -150 | $1,141,325 | $1,295,831 | +$154,506 | 2026-08-06 |
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| Q2 2026 | KO
COCA COLA | United States | Stock | 30,119 | 29,967 | -152 | $2,290,550 | $2,435,418 | +$144,868 | 2026-08-06 |
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| Q2 2026 | PG
PROCTER & GAMBLE | United States | Stock | 137,632 | 136,480 | -1,152 | $19,879,566 | $20,013,427 | +$133,861 | 2026-08-06 |
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| Q2 2026 | COST
COSTCO | United States | Stock | 610 | 510 | -100 | $607,822 | $477,090 | -$130,732 | 2026-08-06 |
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| Q2 2026 | NSC
NORFOLK SOUTHERN | United States | Stock | 5,537 | 5,437 | -100 | $1,589,119 | $1,710,426 | +$121,307 | 2026-08-06 |
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| Q2 2026 | FAST
FASTENAL | United States | Stock | 169,255 | 161,100 | -8,155 | $7,853,432 | $7,737,633 | -$115,799 | 2026-08-06 |
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| Q2 2026 | WMB
WILLIAMS COS | United States | Stock | 289,330 | 281,880 | -7,450 | $21,057,437 | $20,954,959 | -$102,478 | 2026-08-06 |
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| Q2 2026 | MSFT
MICROSOFT | United States | Stock | 16,720 | 16,360 | -360 | $6,189,242 | $6,102,607 | -$86,635 | 2026-08-06 |
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| Q2 2026 | CTVA
CORTEVA | United States | Stock | 318,391 | 315,721 | -2,670 | $26,652,511 | $26,738,411 | +$85,900 | 2026-08-06 |
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| Q2 2026 | UNH
UNITEDHEALTH GROUP INC COM | United States | Stock | 1,510 | 1,135 | -375 | $408,591 | $471,740 | +$63,149 | 2026-08-06 |
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| Q2 2026 | RTX
RAYTHEON TECHNOLOGIES | United States | Stock | 7,911 | 7,853 | -58 | $1,526,032 | $1,489,950 | -$36,082 | 2026-08-06 |
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| Q2 2026 | HD
HOME DEPOT | United States | Stock | 2,458 | 2,383 | -75 | $808,412 | $840,436 | +$32,024 | 2026-08-06 |
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