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Beaumont Financial Advisors’s Cigna CI Stock Holding History

Beaumont Financial Advisors’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$267K Buy
1,001
+4
+0.4% +$1.11K 0.02% 313
2025
Q4 		$274K Sell
997
-460
-32% -$129K 0.02% 309
2025
Q3 		$420K Sell
1,457
-37
-2% -$10.9K 0.03% 261
2025
Q2 		$494K Buy
1,494
+18
+1% +$5.8K 0.04% 222
2025
Q1 		$485K Sell
1,476
-32
-2% -$9.64K 0.04% 224
2024
Q4 		$416K Sell
1,508
-150
-9% -$47.8K 0.03% 244
2024
Q3 		$574K Sell
1,658
-20
-1% -$6.88K 0.04% 194
2024
Q2 		$555K Buy
1,678
+26
+2% +$8.97K 0.04% 203
2024
Q1 		$600K Buy
1,652
+648
+65% +$213K 0.05% 187
2023
Q4 		$301K Sell
1,004
-14,666
-94% -$4.29M 0.03% 263
2023
Q3 		$4.48M Sell
15,670
-207
-1% -$59K 0.45% 44
2023
Q2 		$4.46M Buy
15,877
+363
+2% +$94.5K 0.41% 49
2023
Q1 		$3.96M Buy
15,514
+1,714
+12% +$499K 0.4% 40
2022
Q4 		$4.57M Sell
13,800
-32
-0.2% -$10.1K 0.46% 37
2022
Q3 		$3.84M Buy
13,832
+12,842
+1,297% +$3.61M 0.37% 45
2022
Q2 		$261K Buy
990
+30
+3% +$7.73K 0.02% 265
2022
Q1 		$230K Sell
960
-146
-13% -$34.2K 0.02% 325
2021
Q4 		$254K Sell
1,106
-4
-0.4% -$850 0.02% 303
2021
Q3 		$222K Sell
1,110
-16
-1% -$3.48K 0.02% 329
2021
Q2 		$267K Buy
1,126
+256
+29% +$63.9K 0.02% 312
2021
Q1 		$210K Sell
870
-89
-9% -$19.8K 0.02% 324
2020
Q4 		$200K Buy
+959
New +$188K 0.02% 322

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Beaumont Financial Advisors's CI Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Cigna (CI) stake by 0.4% in Q1 2026, buying an estimated $1.11K and bringing the position to 1,001 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #313.

Beaumont Financial Advisors first reported a position in CI in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.57M in Q4 2022. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Beaumont Financial Advisors held 1,001 shares of Cigna worth $267K as of Q1 2026.
  • Beaumont Financial Advisors bought 4 Cigna shares in Q1 2026, an estimated $1.11K.
  • Cigna made up 0.02% of Beaumont Financial Advisors's portfolio in Q1 2026, its #313 holding.
  • Beaumont Financial Advisors first reported a position in Cigna in Q4 2020 and has held it in 22 quarters since.
  • Beaumont Financial Advisors's Cigna position peaked at $4.57M in Q4 2022.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.