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Beaumont Financial Advisors’s Goldman Sachs GS Stock Holding History

Beaumont Financial Advisors’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$636K Sell
629
-6
-0.9% -$5.85K 0.04% 217
2026
Q1 		$537K Hold
635
– – 0.04% 227
2025
Q4 		$558K Sell
635
-74
-10% -$60.4K 0.04% 217
2025
Q3 		$565K Sell
709
-77
-10% -$57.1K 0.04% 223
2025
Q2 		$556K Sell
786
-2
-0.3% -$1.16K 0.04% 208
2025
Q1 		$431K Sell
788
-185
-19% -$111K 0.03% 240
2024
Q4 		$557K Buy
973
+223
+30% +$124K 0.04% 211
2024
Q3 		$371K Buy
750
+10
+1% +$4.89K 0.03% 250
2024
Q2 		$335K Buy
740
+20
+3% +$8.78K 0.03% 258
2024
Q1 		$301K Buy
+720
New +$279K 0.02% 276
2022
Q1 		– Sell
-542
Closed -$207K – 369
2021
Q4 		$207K Sell
542
-550
-50% -$218K 0.02% 341
2021
Q3 		$413K Sell
1,092
-75
-6% -$29.3K 0.03% 228
2021
Q2 		$443K Buy
1,167
+80
+7% +$28.6K 0.03% 227
2021
Q1 		$355K Buy
1,087
+241
+28% +$75K 0.03% 244
2020
Q4 		$223K Buy
+846
New +$188K 0.02% 312

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beaumont Financial Advisors's GS Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Goldman Sachs (GS) stake by 0.94% in Q2 2026, selling an estimated $5.85K and leaving 629 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #217.

Beaumont Financial Advisors first reported a position in GS in Q4 2020 and has held it in 15 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Beaumont Financial Advisors held 629 shares of Goldman Sachs worth $636K as of Q2 2026.
  • Beaumont Financial Advisors sold 6 Goldman Sachs shares in Q2 2026, an estimated $5.85K.
  • Goldman Sachs made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #217 holding.
  • Beaumont Financial Advisors first reported a position in Goldman Sachs in Q4 2020 and has held it in 15 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.