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Beaumont Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Beaumont Financial Advisors’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Sell
2,258
-183
-7% -$92.9K 0.09% 134
2026
Q1 		$802K Sell
2,441
-33
-1% -$11.3K 0.06% 186
2025
Q4 		$745K Sell
2,474
-11
-0.4% -$3.24K 0.05% 189
2025
Q3 		$674K Sell
2,485
-10
-0.4% -$2.49K 0.05% 206
2025
Q2 		$596K Sell
2,495
-137
-5% -$27.5K 0.04% 203
2025
Q1 		$495K Sell
2,632
-101
-4% -$21.6K 0.04% 219
2024
Q4 		$589K Sell
2,733
-812
-23% -$181K 0.04% 207
2024
Q3 		$818K Buy
3,545
+73
+2% +$16.8K 0.06% 162
2024
Q2 		$856K Buy
3,472
+1,372
+65% +$314K 0.07% 162
2024
Q1 		$474K Sell
2,100
-1,653
-44% -$344K 0.04% 211
2023
Q4 		$721K Sell
3,753
-519
-12% -$87.1K 0.07% 163
2023
Q3 		$674K Sell
4,272
-234
-5% -$39K 0.07% 152
2023
Q2 		$762K Sell
4,506
-825
-15% -$124K 0.07% 157
2023
Q1 		$790K Sell
5,331
-1,101
-17% -$150K 0.08% 139
2022
Q4 		$746K Buy
6,432
+1,485
+30% +$172K 0.07% 145
2022
Q3 		$526K Buy
4,947
+426
+9% +$53.4K 0.05% 165
2022
Q2 		$527K Buy
4,521
+3,123
+223% +$421K 0.05% 172
2022
Q1 		$221K Hold
1,398
– – 0.02% 334
2021
Q4 		$253K Hold
1,398
– – 0.02% 306
2021
Q3 		$208K Hold
1,398
– – 0.02% 342
2021
Q2 		$212K Buy
+1,398
New +$200K 0.02% 353
2021
Q1 		– Sell
-4,488
Closed -$567K – 360
2020
Q4 		$567K Sell
4,488
-7,854
-64% -$902K 0.05% 184
2020
Q3 		$1.25M Sell
12,342
-8,919
-42% -$872K 0.12% 123
2020
Q2 		$1.92M Sell
21,261
-7,860
-27% -$635K 0.2% 90
2020
Q1 		$1.99M Buy
29,121
+2,325
+9% +$184K 0.25% 68
2019
Q4 		$2.24M Sell
26,796
-20,370
-43% -$1.57M 0.22% 83
2019
Q3 		$3.32M Buy
+47,166
New +$3.25M 0.33% 73
2018
Q4 		– Sell
-62,175
Closed -$3.83M – 234
2018
Q3 		$3.83M Sell
62,175
-741
-1% -$45.8K 0.38% 60
2018
Q2 		$3.74M Buy
62,916
+9,663
+18% +$587K 0.4% 55
2018
Q1 		$3.2M Sell
53,253
-192
-0.4% -$11.7K 0.36% 62
2017
Q4 		$3.02M Sell
53,445
-2,823
-5% -$161K 0.35% 66
2017
Q3 		$2.97M Sell
56,268
-7,092
-11% -$353K 0.37% 65
2017
Q2 		$2.96M Buy
63,360
+3,066
+5% +$145K 0.38% 65
2017
Q1 		$2.75M Buy
60,294
+25,893
+75% +$1.13M 0.38% 68
2016
Q4 		$1.41M Sell
34,401
-18,351
-35% -$709K 0.21% 81
2016
Q3 		$1.99M Sell
52,752
-73,710
-58% -$2.57M 0.31% 85
2016
Q2 		$3.95M Sell
126,462
-31,035
-20% -$945K 0.65% 65
2016
Q1 		$4.81M Buy
+157,497
New +$4.42M 0.78% 54
2013
Q4 		– Sell
-409,953
Closed -$9.11M – 166
2013
Q3 		$9.11M Buy
+409,953
New +$8.88M 0.81% 48

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Beaumont Financial Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 7.5% in Q2 2026, selling an estimated $92.9K and leaving 2,258 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #134.

Beaumont Financial Advisors first reported a position in SOXX in Q3 2013 and has held it in 39 quarters since. The position peaked at $9.11M in Q3 2013. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Beaumont Financial Advisors held 2,258 shares of iShares Semiconductor ETF worth $1.45M as of Q2 2026.
  • Beaumont Financial Advisors sold 183 iShares Semiconductor ETF shares in Q2 2026, an estimated $92.9K.
  • iShares Semiconductor ETF made up 0.09% of Beaumont Financial Advisors's portfolio in Q2 2026, its #134 holding.
  • Beaumont Financial Advisors first reported a position in iShares Semiconductor ETF in Q3 2013 and has held it in 39 quarters since.
  • Beaumont Financial Advisors's iShares Semiconductor ETF position peaked at $9.11M in Q3 2013.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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