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Beaumont Financial Advisors’s Prologis PLD Stock Holding History

Beaumont Financial Advisors’s Portfolio PLD Stock Details PLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Buy
2,018
+24
+1% +$3.4K 0.02% 322
2026
Q1 		$264K Buy
1,994
+10
+0.5% +$1.34K 0.02% 317
2025
Q4 		$253K Sell
1,984
-3
-0.2% -$374 0.02% 322
2025
Q3 		$228K Sell
1,987
-144
-7% -$15.8K 0.02% 368
2025
Q2 		$224K Buy
2,131
+41
+2% +$4.3K 0.02% 346
2025
Q1 		$234K Buy
2,090
+63
+3% +$7.29K 0.02% 329
2024
Q4 		$214K Sell
2,027
-17
-0.8% -$1.95K 0.02% 346
2024
Q3 		$258K Buy
2,044
+47
+2% +$5.83K 0.02% 295
2024
Q2 		$224K Sell
1,997
-19
-0.9% -$2.1K 0.02% 328
2024
Q1 		$263K Buy
2,016
+73
+4% +$9.54K 0.02% 298
2023
Q4 		$259K Sell
1,943
-33
-2% -$3.75K 0.02% 288
2023
Q3 		$222K Buy
1,976
+16
+0.8% +$1.96K 0.02% 297
2023
Q2 		$240K Buy
1,960
+97
+5% +$11.9K 0.02% 300
2023
Q1 		$232K Hold
1,863
– – 0.02% 285
2022
Q4 		$210K Buy
+1,863
New +$206K 0.02% 302
2022
Q3 		– Sell
-1,827
Closed -$215K – 319
2022
Q2 		$215K Buy
1,827
+9
+0.5% +$1.24K 0.02% 287
2022
Q1 		$294K Buy
1,818
+25
+1% +$3.81K 0.02% 282
2021
Q4 		$302K Hold
1,793
– – 0.02% 271
2021
Q3 		$225K Hold
1,793
– – 0.02% 326
2021
Q2 		$214K Buy
+1,793
New +$210K 0.02% 350

Other funds holding PLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Beaumont Financial Advisors increased its Prologis (PLD) stake by 1.2% in Q2 2026, buying an estimated $3.4K and bringing the position to 2,018 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #322.

Beaumont Financial Advisors first reported a position in PLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $302K in Q4 2021. 1,732 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Beaumont Financial Advisors held 2,018 shares of Prologis worth $273K as of Q2 2026.
  • Beaumont Financial Advisors bought 24 Prologis shares in Q2 2026, an estimated $3.4K.
  • Prologis made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #322 holding.
  • Beaumont Financial Advisors first reported a position in Prologis in Q2 2021 and has held it in 20 quarters since.
  • Beaumont Financial Advisors's Prologis position peaked at $302K in Q4 2021.
  • 1,732 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

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