Benson Wealth Management INC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Benson Wealth Management INC opened 21 positions, added to 19, reduced 12, sold out of 17 and left 126 unchanged. The largest increase in value was AMD (+$1,393,991); the largest decrease was WMT (-$736,275).
- KKR: Country of operation United States; Class COM; Shares 2026-03-31 200; Shares 2026-06-30 0.
- AGQ: Country of operation United States; Class UIE; Shares 2026-03-31 124; Shares 2026-06-30 0.
- CMG: Country of operation United States; Class COM; Shares 2026-03-31 315; Shares 2026-06-30 0.
- MDT: Country of operation Ireland; Class FGO; Shares 2026-03-31 110; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2109863): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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