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Beaumont Asset Management’s Clorox CLX Stock Holding History

Beaumont Asset Management’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,254
Closed -$752K – 80
2026
Q1 		$752K Buy
7,254
+3,215
+80% +$364K 0.34% 45
2025
Q4 		$407K Buy
4,039
+488
+14% +$53K 0.2% 52
2025
Q3 		$438K Buy
+3,551
New +$441K 0.22% 51

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Beaumont Asset Management's CLX Position: Q2 2026 in Review

Beaumont Asset Management sold out of Clorox (CLX) in Q2 2026, closing a stake of 7,254 shares — an estimated $752K sold.

Beaumont Asset Management first reported a position in CLX in Q3 2025 and held it in 3 quarters. The position peaked at $752K in Q1 2026. 228 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Beaumont Asset Management reported no remaining Clorox position as of Q2 2026 after selling out during the quarter.
  • Beaumont Asset Management sold 7,254 Clorox shares in Q2 2026, an estimated $752K.
  • Beaumont Asset Management first reported a position in Clorox in Q3 2025 and held it in 3 quarters.
  • Beaumont Asset Management's Clorox position peaked at $752K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.