Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$565K Buy
+5,925
New +$569K 0.26% 55
2020
Q2
Sell
-100
Closed -$17K 98
2020
Q1
$17K Buy
+100
New +$16.5K 0.01% 93

Other funds holding CLX

Lipe & Dalton's CLX Position: Q2 2026 in Review

Lipe & Dalton opened a new position in Clorox (CLX) in Q2 2026: 5,925 shares worth $565K. The stake represents 0.26% of the portfolio and ranks #55 among its holdings. This is a return to the name: Lipe & Dalton previously reported a position in CLX as recently as Q1 2020.

Lipe & Dalton first reported a position in CLX in Q1 2020 and has held it in 2 quarters since. 1,046 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Lipe & Dalton held 5,925 shares of Clorox worth $565K as of Q2 2026.
  • Clorox was a new Lipe & Dalton position in Q2 2026.
  • Clorox made up 0.26% of Lipe & Dalton's portfolio in Q2 2026, its #55 holding.
  • Lipe & Dalton first reported a position in Clorox in Q1 2020 and has held it in 2 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.