13F Filings History of Stonegate Investment Group, LLC

Latest 13F report
Q3 2025 - 03 Nov 2025
Value $
$4,307,189,196
Signature - Title
Harry Cowley - Chief Compliance Officer
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by Stonegate Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stonegate Investment Group, LLC reported 441 stock holdings with total value $4,307,189,196 as of Q3 2025. Top holdings included AAPL, MSFT, GOOGL, WMT, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 441 $4,307,189,196 +$177,795,988 -$111,430,475 +$66,365,513 AAPL, MSFT, GOOGL, WMT, JPM 13F-HR 03 Nov 2025, 08:49
Q2 2025 441 $3,975,208,905 +$224,822,530 -$195,590,315 +$29,232,215 MSFT, AAPL, WMT, JPM, GOOGL 13F-HR 23 Jul 2025, 09:01
Q1 2025 403 $3,736,933,386 +$138,993,894 -$84,584,740 +$54,409,154 AAPL, JPM, WMT, MSFT, BRKB 13F-HR 22 Apr 2025, 08:37
Q4 2024 394 $3,747,699,394 +$146,387,664 -$156,675,370 -$10,287,706 AAPL, MSFT, WMT, JPM, GOOGL 13F-HR 22 Jan 2025, 17:05
Q3 2024 404 $3,792,472,293 +$258,589,089 -$111,102,082 +$147,487,007 AAPL, MSFT, WMT, JPM, GOOGL 13F-HR 17 Oct 2024, 16:49
Q2 2024 386 $3,454,593,479 +$364,394,941 -$113,929,565 +$250,465,376 AAPL, MSFT, GOOGL, JPM, WMT 13F-HR 02 Aug 2024, 06:45
Q1 2024 365 $3,186,182,629 +$196,012,557 -$193,892,862 +$2,119,695 MSFT, AAPL, JPM, GOOGL, CVX 13F-HR 22 Apr 2024, 10:48
Q4 2023 341 $3,011,279,584 +$97,298,926 -$60,854,437 +$36,444,489 AAPL, MSFT, JPM, GOOGL, CVX 13F-HR 23 Jan 2024, 12:17
Q3 2023 334 $2,752,031,308 +$66,767,191 -$78,619,486 -$11,852,295 AAPL, MSFT, CVX, XOM, GOOGL 13F-HR 24 Oct 2023, 16:51
Q2 2023 343 $2,810,022,016 +$43,184,965 -$26,052,587 +$17,132,378 AAPL, MSFT, CVX, XOM, JPM 13F-HR 26 Jul 2023, 09:36
Q1 2023 342 $2,662,607,818 +$354,175,265 -$70,013,042 +$284,162,223 AAPL, MSFT, CVX, XOM, WMT 13F-HR 20 Apr 2023, 14:51
Q4 2022 339 $2,315,553,843 +$109,707,798 -$183,312,697 -$73,604,899 CVX, AAPL, MSFT, XOM, JNJ 13F-HR 24 Jan 2023, 15:30
Q3 2022 325 $2,180,912,000 +$122,557,123 -$30,877,808 +$91,679,315 AAPL, MSFT, CVX, XOM, JNJ 13F-HR 28 Oct 2022, 16:43
Q2 2022 320 $2,266,172,000 +$310,749,652 -$716,802,394 -$406,052,742 AAPL, MSFT, CVX, JNJ, XOM 13F-HR 08 Aug 2022, 19:02
Q1 2022 299 $3,044,554,000 +$737,663,547 -$33,231,953 +$704,431,594 DIV, AAPL, MSFT, CVX, GOOGL 13F-HR 13 May 2022, 18:14
Q4 2021 287 $2,382,001,000 $0 $0 $0 AAPL, MSFT, GOOGL, HD, CVX 13F-HR 11 Feb 2022, 08:53