Loudon Investment Management’s US Bancorp USB Stock Holding History

Loudon Investment Management’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.06M	Hold	58,845	–	–	1.65%	22
2025 Q4	$3.14M	Buy	58,845 +950	+2%	+$46.7K	1.64%	23
2025 Q3	$2.8M	Sell	57,895 -110	-0.2%	-$5.2K	1.47%	27
2025 Q2	$2.62M	Sell	58,005 -280	-0.5%	-$11.8K	1.45%	23
2025 Q1	$2.46M	Sell	58,285 -233	-0.4%	-$10.8K	1.41%	23
2024 Q4	$2.8M	Sell	58,518 -1,200	-2%	-$59K	1.59%	25
2024 Q3	$2.73M	Sell	59,718 -235	-0.4%	-$10.3K	1.5%	25
2024 Q2	$2.38M	Sell	59,953 -6,687	-10%	-$273K	1.4%	25
2024 Q1	$2.98M	Sell	66,640 -3,305	-5%	-$139K	1.71%	22
2023 Q4	$3.03M	Buy	69,945 +2,975	+4%	+$109K	1.87%	18
2023 Q3	$2.21M	Buy	66,970 +125	+0.2%	+$4.55K	1.52%	24
2023 Q2	$2.21M	Buy	66,845 +51,943	+349%	+$1.68M	1.46%	26
2023 Q1	$537K	Buy	+14,902	New	+$664K	0.37%	66
2022 Q4	–	Sell	-5,435	Closed	-$219K	–	91
2022 Q3	$219K	Hold	5,435	–	–	0.17%	87
2022 Q2	$250K	Buy	5,435 +200	+4%	+$9.98K	0.19%	83
2022 Q1	$278K	Hold	5,235	–	–	0.18%	85
2021 Q4	$294K	Hold	5,235	–	–	0.19%	82
2021 Q3	$311K	Hold	5,235	–	–	0.22%	75
2021 Q2	$298K	Hold	5,235	–	–	0.2%	75
2021 Q1	$290K	Buy	5,235 +500	+11%	+$25K	0.21%	71
2020 Q4	$221K	Buy	+4,735	New	+$200K	0.17%	75
2020 Q2	–	Sell	-12,076	Closed	-$416K	–	85
2020 Q1	$416K	Buy	12,076 +1,850	+18%	+$89.2K	0.44%	55
2019 Q4	$606K	Buy	10,226 +110	+1%	+$6.36K	0.47%	56
2019 Q3	$560K	Hold	10,116	–	–	0.47%	54
2019 Q2	$530K	Buy	10,116 +1,650	+19%	+$85K	0.45%	57
2019 Q1	$408K	Hold	8,466	–	–	0.36%	65
2018 Q4	$387K	Hold	8,466	–	–	0.37%	67
2018 Q3	$447K	Hold	8,466	–	–	0.36%	66
2018 Q2	$420K	Hold	8,466	–	–	0.34%	67
2018 Q1	$428K	Hold	8,466	–	–	0.34%	64
2017 Q4	$454K	Hold	8,466	–	–	0.34%	62
2017 Q3	$454K	Hold	8,466	–	–	0.36%	60
2017 Q2	$440K	Hold	8,466	–	–	0.33%	61
2017 Q1	$436K	Hold	8,466	–	–	0.33%	64
2016 Q4	$435K	Hold	8,466	–	–	0.34%	57
2016 Q3	$363K	Hold	8,466	–	–	0.28%	62
2016 Q2	$341K	Hold	8,466	–	–	0.27%	62
2016 Q1	$344K	Hold	8,466	–	–	0.28%	58
2015 Q4	$361K	Hold	8,466	–	–	0.29%	57
2015 Q3	$347K	Hold	8,466	–	–	0.3%	55
2015 Q2	$367K	Hold	8,466	–	–	0.28%	59
2015 Q1	$370K	Hold	8,466	–	–	0.28%	61
2014 Q4	$381K	Hold	8,466	–	–	0.28%	61
2014 Q3	$354K	Hold	8,466	–	–	0.25%	64
2014 Q2	$367K	Sell	8,466 -7,500	-47%	-$313K	0.25%	68
2014 Q1	$684K	Hold	15,966	–	–	0.49%	52
2013 Q4	$645K	Buy	+15,966	New	+$612K	0.47%	53

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loudon Investment Management's USB Position: Q1 2026 in Review

Loudon Investment Management held its US Bancorp (USB) position steady in Q1 2026 at 58,845 shares worth $3.06M. The position accounts for 1.65% of the portfolio, ranked #22.

Loudon Investment Management first reported a position in USB in Q4 2013 and has held it in 47 quarters since. The position peaked at $3.14M in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Loudon Investment Management held 58,845 shares of US Bancorp worth $3.06M as of Q1 2026.
Loudon Investment Management left its US Bancorp share count unchanged in Q1 2026.
US Bancorp made up 1.65% of Loudon Investment Management's portfolio in Q1 2026, its #22 holding.
Loudon Investment Management first reported a position in US Bancorp in Q4 2013 and has held it in 47 quarters since.
Loudon Investment Management's US Bancorp position peaked at $3.14M in Q4 2025.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.