Stewart & Patten Co LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

It's that time of year again when investors eagerly await the release of the latest 13F filings. These reports provide a glimpse into the holdings of some of the biggest players in the market. In this article, we will delve into the Q1 2023 vs. Q2 2023 13F holdings comparison for Stewart & Patten Co LLC.

Microsoft Corp (MSFT)

Microsoft Corp, the technology giant, saw a decrease in holdings from 124,061 shares in Q1 2023 to 117,086 shares in Q2 2023. Despite the slight decrease, the value of their holdings increased from $35,766,000 to $39,872,000, representing an impressive change of 11.5%.

Apple Computer, Inc. (AAPL)

Another tech titan, Apple Computer, Inc., also experienced a decrease in holdings. Their shares decreased from 211,753 in Q1 2023 to 199,493 in Q2 2023. However, similar to Microsoft Corp, the value of their holdings increased from $34,918,000 to $38,695,000, showing a change of 10.8%.

J P Morgan Chase & Co (JPM)

Moving into the financial sector, J P Morgan Chase & Co maintained relatively stable holdings. Their shares remained almost unchanged, going from 216,277 in Q1 2023 to 216,241 in Q2 2023. The value of their holdings also saw a modest increase from $28,183,000 to $31,450,000, representing a change of 11.6%.

Johnson & Johnson (JNJ)

The healthcare sector is a reliable industry, and Johnson & Johnson's holdings reflect this stability. They held 173,979 shares in Q1 2023, which increased slightly to 174,660 shares in Q2 2023. The value of their holdings also grew from $26,966,000 to $28,909,000, showcasing a change of 7.2%.

Home Depot, Inc. (HD)

Home Depot, Inc., the home improvement retailer, experienced a slight increase in their holdings. Their shares rose from 86,476 in Q1 2023 to 87,119 in Q2 2023. The value of their holdings followed suit, increasing from $25,520,000 to $27,062,000, demonstrating a change of 6%.

Stryker Corp. (SYK)

The medical technology company, Stryker Corp., saw a decrease in holdings. Their shares dipped from 86,910 in Q1 2023 to 83,471 in Q2 2023. Despite this decrease, the value of their holdings saw a minor increase from $24,810,000 to $25,466,000, showing a change of 2.6%.

Procter & Gamble Co (PG)

Procter & Gamble Co, a multinational consumer goods company, experienced a slight decrease in their holdings. Their shares decreased from 163,294 in Q1 2023 to 161,885 in Q2 2023. The value of their holdings also saw a minor decrease from $24,280,000 to $24,564,000, signifying a change of 1.2%.

Honeywell, Inc. (HON)

Shifting gears to the industrial sector, Honeywell, Inc. saw an increase in their holdings. They held 108,997 shares in Q1 2023, which grew to 110,174 shares in Q2 2023. The value of their holdings also increased from $20,831,000 to $22,861,000, representing a change of 9.7%.

Automatic Data Processing (ADP)

Automatic Data Processing, a provider of human resources management software and services, experienced a minimal decrease in their holdings. Their shares decreased slightly from 103,636 in Q1 2023 to 103,095 in Q2 2023. The value of their holdings also saw a small decrease from $23,072,000 to $22,659,000, signifying a change of -1.8%.

Coca Cola Co (KO)

Moving into the beverage industry, Coca Cola Co saw a slight decrease in their holdings. Their shares decreased from 375,951 in Q1 2023 to 373,863 in Q2 2023. The value of their holdings also saw a small decrease from $23,320,000 to $22,514,000, representing a change of -3.5%.

The article continues with detailed analysis and comparisons of the remaining companies.

Disclaimer: This article only reflects the changes in holdings and does not provide financial advice or recommendations. The data used in this analysis is based on the Q1 2023 and Q2 2023 13F filings and may not reflect the most current holdings. Always do your own research and consult with a financial advisor before making any investment decisions.