• 13F History

MEANS INVESTMENT CO., INC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$942M
Signature - Title
Dawn Hatch - CCO/Director of Finance and Administration
Location
Bangor, ME
Summary
This page shows a list of all the recent 13F filings made by MEANS INVESTMENT CO., INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MEANS INVESTMENT CO., INC. reported 190 stock holdings with total value $942M as of Q1 2025. Top holdings included VOO, AAPL, VEU, XLG, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 190 $942M +$220M -$199M +$20.4M VOO, AAPL, VEU, XLG, MSFT 13F-HR 4/21/2025, 04:18 PM
Q4 2024 204 $961M +$57.9M -$22.1M +$35.8M AAPL, MGK, VOO, MGV, AMZN 13F-HR 1/24/2025, 03:09 PM
Q3 2024 203 $900M +$33.1M -$5.06M +$28M AAPL, MGK, VOO, MGV, VEU 13F-HR 10/18/2024, 03:12 PM
Q2 2024 191 $836M +$80.6M -$28.5M +$52.1M MGK, AAPL, VOO, MGV, MSFT 13F-HR 7/19/2024, 02:13 PM
Q1 2024 197 $773M +$47M -$26.1M +$20.9M MGK, AAPL, VOO, MGV, MSFT 13F-HR 4/17/2024, 08:50 AM
Q4 2023 192 $694M +$40.8M -$28.6M +$12.2M AAPL, MGK, VOO, MGV, MSFT 13F-HR 1/25/2024, 09:53 AM
Q3 2023 193 $611M +$34.7M -$24.7M +$10M AAPL, MGK, VOO, MSFT, MGV 13F-HR 10/25/2023, 08:09 AM
Q2 2023 196 $632M +$23M -$10.4M +$12.6M AAPL, MGK, MSFT, AMZN, VOO 13F-HR 7/31/2023, 01:22 PM
Q1 2023 192 $569M +$36.6M -$4.91M +$31.7M AAPL, MGK, MSFT, AMZN, MGV 13F-HR 5/8/2023, 01:12 PM
Q4 2022 193 $499M +$31.7M -$13.1M +$18.5M AAPL, MGK, MSFT, MGV, AMZN 13F-HR 1/27/2023, 10:10 AM
Q3 2022 189 $458M +$28.4M -$1.87M +$26.5M AAPL, MGK, AMZN, MSFT, MGV 13F-HR 10/17/2022, 08:16 AM
Q2 2022 191 $469M +$47.4M -$1.29M +$46.1M AAPL, MGK, MSFT, AMZN, MGV 13F-HR 7/21/2022, 07:16 AM
Q1 2022 192 $549M +$32.3M -$2.13M +$30.1M AAPL, MGK, AMZN, MSFT, MGV 13F-HR 4/26/2022, 11:20 AM
Q4 2021 211 $566M +$33.9M -$5.79M +$28.1M AAPL, MGK, AMZN, MSFT, MGV 13F-HR 2/14/2022, 07:43 AM
Q3 2021 184 $506M +$29.2M -$7.21M +$22M AAPL, MGK, AMZN, MSFT, MGV 13F-HR 11/12/2021, 03:29 PM
Q2 2021 189 $500M +$28.6M -$4.17M +$24.5M AAPL, MGK, AMZN, MSFT, MGV 13F-HR 8/10/2021, 08:04 AM
Q1 2021 176 $439M +$23.8M -$12.8M +$11M AAPL, MGK, AMZN, MSFT, JPM 13F-HR 4/5/2021, 03:18 PM
Q4 2020 152 $417M +$27.9M -$2.16M +$25.7M AAPL, MGK, AMZN, MSFT, XBI 13F-HR 2/12/2021, 01:55 PM
Q3 2020 136 $352M +$66.1M -$1.97M +$64.2M AAPL, MGK, AMZN, MSFT, META 13F-HR 11/9/2020, 03:26 PM
Q2 2020 139 $318M +$30.5M -$4.93M +$25.6M AAPL, MGK, AMZN, MSFT, META 13F-HR 8/13/2020, 04:39 PM
Q1 2020 126 $224M +$10.7M -$3.01M +$7.73M AAPL, FVD, MSFT, MGK, JPM 13F-HR 4/23/2020, 12:51 PM
Q4 2019 145 $298M +$16.7M -$4.81M +$11.9M AAPL, FVD, AMZN, MSFT, MGK 13F-HR 1/21/2020, 09:56 AM
Q3 2019 133 $261M +$14.2M -$3.84M +$10.3M AAPL, FVD, AMZN, MSFT, MGK 13F-HR 11/5/2019, 03:12 PM
Q2 2019 132 $244M +$11M -$3.24M +$7.71M AAPL, FVD, AMZN, MSFT, MGK 13F-HR 8/7/2019, 09:30 AM
Q1 2019 132 $228M +$25M -$2.45M +$22.6M AAPL, FVD, AMZN, MSFT, JPM 13F-HR 4/16/2019, 01:10 PM
Q4 2018 122 $181M AAPL, FVD, AMZN, MSFT, JPM 13F-HR 4/16/2019, 01:01 PM