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Beacon Investment Advisors’s Samsara IOT Stock Holding History

Beacon Investment Advisors’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$379K Hold
11,952
– – 0.14% 126
2025
Q4 		$424K Sell
11,952
-3,884
-25% -$150K 0.17% 114
2025
Q3 		$590K Buy
15,836
+3,287
+26% +$122K 0.24% 90
2025
Q2 		$497K Buy
12,549
+6,156
+96% +$254K 0.21% 101
2025
Q1 		$245K Hold
6,393
– – 0.12% 143
2024
Q4 		$279K Buy
+6,393
New +$315K 0.13% 131

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Investment Advisors's IOT Position: Q1 2026 in Review

Beacon Investment Advisors held its Samsara (IOT) position steady in Q1 2026 at 11,952 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #126.

Beacon Investment Advisors first reported a position in IOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $590K in Q3 2025. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Beacon Investment Advisors held 11,952 shares of Samsara worth $379K as of Q1 2026.
  • Beacon Investment Advisors left its Samsara share count unchanged in Q1 2026.
  • Samsara made up 0.14% of Beacon Investment Advisors's portfolio in Q1 2026, its #126 holding.
  • Beacon Investment Advisors first reported a position in Samsara in Q4 2024 and has held it in 6 quarters since.
  • Beacon Investment Advisors's Samsara position peaked at $590K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.