Beaumont Asset Management, L.L.C. Sells in Q4 2025

Beaumont Asset Management, L.L.C.

  • $201 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-4.61K
- 15.41%
$182.87 - $189.72 $843K - $875K
25.3K $4.74M
MDT
Medtronic PLC

Healthcare
-4.29K
- 42.75%
$90.06 - $98.43 $386K - $422K
5.75K $553K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.66K
- 2.12%
N/A
215K $18.4M
BX
Blackstone Inc.

Financial Services
-10
- 0.13%
$138.42 - $168.45 $1.38K - $1.68K
7.4K $1.02M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-8
- 0.07%
$309.99 - $353.65 $2.48K - $2.83K
11.3K $3.51M
GS
Goldman Sachs Group Inc

Financial Services
-59
- 2.18%
$744.6 - $838.97 $43.9K - $49.5K
2.64K $2.05M
LMT
Lockheed Martin Corp

Industrials
-35
- 1.2%
$452.1 - $514.24 $15.8K - $18K
2.88K $1.36M
VBR
Vanguard Small Cap Value ETF

ETFs
-120
- 0.58%
$201.42 - $211.15 $24.2K - $25.3K
20.6K $4.22M
MA
Mastercard Inc

Financial Services
-6
- 0.23%
$536.85 - $580.45 $3.22K - $3.48K
2.57K $1.38M
JPM
Jpmorgan Chase & CO

Financial Services
-30
- 0.6%
$294.11 - $320.41 $8.82K - $9.61K
5K $1.5M
UBER
Uber Technologies, Inc

Technology
-3
- 0.03%
$91.62 - $100.1 $275 - $300
9.91K $908K
VCR
Vanguard Consumer Discretionar

ETFs
-35
- 1.5%
$376.54 - $399.33 $13.2K - $14K
2.3K $872K
WMT
Walmart Inc.

Consumer Defensive
-457
- 2.01%
$101.18 - $109.03 $46.2K - $49.8K
22.2K $2.29M
SO
Southern CO

Utilities
-157
- 2.12%
$90.58 - $99.72 $14.2K - $15.7K
7.25K $656K
GD
General Dynamics Corp

Industrials
-188
- 3.16%
$330.59 - $353.77 $62.2K - $66.5K
5.77K $1.99M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-290
- 2.33%
$74.62 - $78.21 $21.6K - $22.7K
12.1K $907K
CRM
Salesforce, Inc.

Technology
-155
- 2.03%
$235.69 - $263.41 $36.5K - $40.8K
7.5K $1.78M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-248
- 4.87%
$195.54 - $204.93 $48.5K - $50.8K
4.85K $981K
XLF
Financial Sector Spdr

ETFs
-214
- 1.35%
$51.76 - $53.77 $11.1K - $11.5K
15.6K $818K
TCBX
Third Coast Bancshares, Inc.

Financial Services
-661
- 8.31%
$36.46 - $39.74 $24.1K - $26.3K
7.29K $269K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-40
- 0.54%
$44.68 - $47.47 $1.79K - $1.9K
7.39K $346K
Blackrock Inc
-46
- 1.81%
N/A
2.49K $0
Ge Healthcare Technologies I
-19
- 0.26%
N/A
7.15K $0
RTX
Raytheon Technologies Corp

Industrials
-189
- 3.79%
$157.0 - $179.44 $29.7K - $33.9K
4.8K $842K
AXP
American Express CO

Financial Services
-86
- 1.76%
$316.26 - $372.77 $27.2K - $32.1K
4.8K $1.64M
ROK
Rockwell Automation, Inc

Industrials
-189
- 4.39%
$333.75 - $394.54 $63.1K - $74.6K
4.12K $1.55M
MRK
Merck & Co., Inc.

Healthcare
-13
- 0.16%
$82.49 - $92.93 $1.07K - $1.21K
8.02K $744K
VEU
Vanguard Ftse All World Ex Us

ETFs
-125
- 0.2%
$70.2 - $73.89 $8.78K - $9.24K
63.6K $4.64M
IVV
Ishares Core S&P 500 ETF

ETFs
-186
- 0.21%
$656.2 - $690.71 $122K - $128K
87.6K $59.2M
GOOGL
Alphabet Inc.

Communication Services
-54
- 0.18%
$236.57 - $291.31 $12.8K - $15.7K
29.3K $8.09M
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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