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FIDUCIARY FAMILY OFFICE, LLC Historic Quarter Change: USA Stocks, Sold Out

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FIDUCIARY FAMILY OFFICE, LLC historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, FIDUCIARY FAMILY OFFICE, LLC opened 277 positions, added to 524, reduced 563 and sold out of 289.

  • Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 11,633.
  • Q2 2026: Stock ACN; Country of operation —; Class SHS CLASS A; Shares before 6,243.
  • Q2 2026: Stock WM; Country of operation United States; Class COM; Shares before 2,350.
  • Q2 2026: Stock LMT; Country of operation United States; Class COM; Shares before 810.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2020280), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026XOMXXXX
EXXON MOBIL CORP		COM11,6330-11,633$1,973,617$0-$1,973,6172026-08-05
Q2 2026ACN
ACCENTURE PLC IRELAND		SHS CLASS A6,2430-6,243$1,237,924$0-$1,237,9242026-08-05
Q2 2026WM
WASTE MGMT INC DEL		United StatesCOM2,3500-2,350$540,007$0-$540,0072026-08-05
Q2 2026LMT
LOCKHEED MARTIN CORP		United StatesCOM8100-810$489,537$0-$489,5372026-08-05
Q2 2026MSI
MOTOROLA SOLUTIONS INC		United StatesCOM NEW9600-960$416,611$0-$416,6112026-08-05
Q2 2026CZR
CAESARS ENTERTAINMENT INC NE		United StatesCOM15,4510-15,451$408,370$0-$408,3702026-08-05
Q2 2026TSCO
TRACTOR SUPPLY CO		United StatesCOM8,9180-8,918$403,985$0-$403,9852026-08-05
Q2 2026ITW
ILLINOIS TOOL WKS INC		United StatesCOM1,4910-1,491$388,092$0-$388,0922026-08-05
Q2 2026YUM
YUM BRANDS INC		United StatesCOM2,4210-2,421$376,417$0-$376,4172026-08-05
Q2 2026MDT
MEDTRONIC PLC		IrelandSHS4,3330-4,333$375,454$0-$375,4542026-08-05
Q2 2026CL
COLGATE PALMOLIVE CO		United StatesCOM4,3100-4,310$367,312$0-$367,3122026-08-05
Q2 2026CHD
CHURCH & DWIGHT CO INC		United StatesCOM3,9300-3,930$366,748$0-$366,7482026-08-05
Q2 2026MRSH
MARSH & MCLENNAN COS INC		United StatesCOM2,0400-2,040$353,838$0-$353,8382026-08-05
Q2 2026MDLZ
MONDELEZ INTL INC		United StatesCL A6,1070-6,107$352,007$0-$352,0072026-08-05
Q2 2026APD
AIR PRODUCTS AND CHEMICALS I		United StatesCOM1,0990-1,099$319,249$0-$319,2492026-08-05
Q2 2026ADP
AUTOMATIC DATA PROCESSING IN		United StatesCOM1,5530-1,553$315,539$0-$315,5392026-08-05
Q2 2026GWW
WW GRAINGER INC		United StatesCOM2560-256$279,247$0-$279,2472026-08-05
Q2 2026BR
BROADRIDGE FINL SOLUTIONS IN		United StatesCOM1,6420-1,642$266,792$0-$266,7922026-08-05
Q2 2026CLX
CLOROX CO DEL		United StatesCOM2,0000-2,000$207,260$0-$207,2602026-08-05

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