Beaumont Financial Advisors’s Nucor NUE Stock Holding History

Beaumont Financial Advisors’s Portfolio NUE Stock Details NUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,238	Closed	-$202K	–	386
2025 Q4	$202K	Buy	+1,238	New	+$186K	0.01%	361

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of Nucor (NUE) in Q1 2026, closing a stake of 1,238 shares — an estimated $202K sold.

Beaumont Financial Advisors first reported a position in NUE in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 1,382 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Beaumont Financial Advisors reported no remaining Nucor position as of Q1 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 1,238 Nucor shares in Q1 2026, an estimated $202K.
Beaumont Financial Advisors first reported a position in Nucor in Q4 2025 and held it in 1 quarter.
Beaumont Financial Advisors's Nucor position peaked at $202K in Q4 2025.
1,382 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

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