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Beaumont Financial Advisors’s IPG Photonics IPGP Stock Holding History

Beaumont Financial Advisors’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,275
Closed -$259K – 392
2025
Q3 		$259K Hold
3,275
– – 0.02% 345
2025
Q2 		$225K Hold
3,275
– – 0.02% 344
2025
Q1 		$207K Sell
3,275
-139
-4% -$9.34K 0.02% 355
2024
Q4 		$248K Buy
3,414
+139
+4% +$10.7K 0.02% 323
2024
Q3 		$243K Hold
3,275
– – 0.02% 310
2024
Q2 		$276K Hold
3,275
– – 0.02% 289
2024
Q1 		$297K Hold
3,275
– – 0.02% 279
2023
Q4 		$355K Hold
3,275
– – 0.03% 241
2023
Q3 		$333K Hold
3,275
– – 0.03% 231
2023
Q2 		$445K Hold
3,275
– – 0.04% 207
2023
Q1 		$404K Hold
3,275
– – 0.04% 197
2022
Q4 		$310K Sell
3,275
-4
-0.1% -$359 0.03% 247
2022
Q3 		$277K Sell
3,279
-5
-0.2% -$475 0.03% 254
2022
Q2 		$309K Buy
3,284
+6
+0.2% +$593 0.03% 234
2022
Q1 		$360K Buy
3,278
+1,923
+142% +$264K 0.03% 251
2021
Q4 		$233K Hold
1,355
– – 0.02% 326
2021
Q3 		$215K Hold
1,355
– – 0.02% 337
2021
Q2 		$286K Hold
1,355
– – 0.02% 296
2021
Q1 		$286K Hold
1,355
– – 0.02% 285
2020
Q4 		$303K Hold
1,355
– – 0.03% 260
2020
Q3 		$230K Hold
1,355
– – 0.02% 289
2020
Q2 		$217K Buy
+1,355
New +$193K 0.02% 262
2019
Q3 		– Sell
-1,350
Closed -$208K – 283
2019
Q2 		$208K Hold
1,350
– – 0.02% 238
2019
Q1 		$205K Buy
+1,350
New +$191K 0.02% 221
2018
Q4 		– Sell
-1,350
Closed -$211K – 218
2018
Q3 		$211K Hold
1,350
– – 0.02% 216
2018
Q2 		$298K Hold
1,350
– – 0.03% 166
2018
Q1 		$315K Hold
1,350
– – 0.04% 166
2017
Q4 		$289K Hold
1,350
– – 0.03% 156
2017
Q3 		$250K Buy
+1,350
New +$224K 0.03% 161

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Beaumont Financial Advisors's IPGP Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of IPG Photonics (IPGP) in Q4 2025, closing a stake of 3,275 shares — an estimated $259K sold.

Beaumont Financial Advisors first reported a position in IPGP in Q3 2017 and held it in 29 quarters. The position peaked at $445K in Q2 2023. 298 funds tracked by Wall St. Rank hold IPGP as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining IPG Photonics position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 3,275 IPG Photonics shares in Q4 2025, an estimated $259K.
  • Beaumont Financial Advisors first reported a position in IPG Photonics in Q3 2017 and held it in 29 quarters.
  • Beaumont Financial Advisors's IPG Photonics position peaked at $445K in Q2 2023.
  • 298 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.