BKM Wealth Management’s Brady Corp BRC Stock Holding History

BKM Wealth Management’s Portfolio BRC Stock Details BRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$341K	Sell	3,720 -280	-7%	-$23.3K	0.12%	120
2026 Q1	$325K	Hold	4,000	–	–	0.12%	122
2025 Q4	$313K	Hold	4,000	–	–	0.11%	123
2025 Q3	$312K	Hold	4,000	–	–	0.12%	123
2025 Q2	$272K	Hold	4,000	–	–	0.11%	132
2025 Q1	$283K	Hold	4,000	–	–	0.12%	130
2024 Q4	$295K	Hold	4,000	–	–	0.12%	134
2024 Q3	$307K	Buy	+4,000	New	+$285K	0.12%	130
2024 Q2	–	Sell	-4,000	Closed	-$237K	–	149
2024 Q1	$237K	Sell	4,000 -1,000	-20%	-$59.7K	0.1%	148
2023 Q4	$293K	Buy	+5,000	New	+$276K	0.13%	132

Other funds holding BRC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BKM Wealth Management's BRC Position: Q2 2026 in Review

BKM Wealth Management reduced its Brady Corp (BRC) stake by 7% in Q2 2026, selling an estimated $23.3K and leaving 3,720 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #120.

BKM Wealth Management first reported a position in BRC in Q4 2023 and has held it in 10 quarters since. 339 funds tracked by Wall St. Rank hold BRC as of Q2 2026.

BKM Wealth Management held 3,720 shares of Brady Corp worth $341K as of Q2 2026.
BKM Wealth Management sold 280 Brady Corp shares in Q2 2026, an estimated $23.3K.
Brady Corp made up 0.12% of BKM Wealth Management's portfolio in Q2 2026, its #120 holding.
BKM Wealth Management first reported a position in Brady Corp in Q4 2023 and has held it in 10 quarters since.
339 funds tracked by Wall St. Rank held Brady Corp as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.