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Noble Family Wealth, LLC Historic Quarter Change: USA Stocks, Sold Out

Noble Family Wealth, 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, Noble Family Wealth, LLC opened 18 positions, added to 13, reduced 19 and sold out of 15.

  • Q2 2026: Stock WM; Country of operation United States; Class COM; Shares before 1,280.
  • Q2 2026: Stock BNY; Country of operation United States; Class COM; Shares before 2,365.
  • Q2 2026: Stock AFL; Country of operation United States; Class COM; Shares before 2,030.
  • Q2 2026: Stock FAST; Country of operation United States; Class COM; Shares before 4,598.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1976065), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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 2023-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026WM
WASTE MGMT INC DEL
United StatesCOM1,2800-1,280$294,132$0-$294,1322026-08-04
Q2 2026BNY
BANK NEW YORK MELLON CORP
United StatesCOM2,3650-2,365$280,560$0-$280,5602026-08-04
Q2 2026AFL
AFLAC INC
United StatesCOM2,0300-2,030$222,712$0-$222,7122026-08-04
Q2 2026FAST
FASTENAL CO
United StatesCOM4,5980-4,598$213,348$0-$213,3482026-08-04
Q2 2026JNJ
JOHNSON & JOHNSON
United StatesCOM8250-825$201,663$0-$201,6632026-08-04
Q1 2026KO
COCA COLA CO
United StatesCOM4,2170-4,217$294,811$0-$294,8112026-04-23
Q1 2026PLD
PROLOGIS INC.
United StatesCOM1,9250-1,925$245,746$0-$245,7462026-04-23
Q1 2026HD
HOME DEPOT INC
United StatesCOM6430-643$221,257$0-$221,2572026-04-23
Q4 2025PNC
PNC FINL SVCS GROUP INC
United StatesCOM1,2300-1,230$247,144$0-$247,1442026-01-07
Q4 2025PAYX
PAYCHEX INC
United StatesCOM1,6650-1,665$211,056$0-$211,0562026-01-07
Q4 2025XOMXXXX
EXXON MOBIL CORP
COM1,8590-1,859$209,603$0-$209,6032026-01-07
Q4 2025SBCF
SEACOAST BKG CORP FLA
United StatesCOM NEW6,7060-6,706$204,064$0-$204,0642026-01-07
Q2 2025SBCF
SEACOAST BKG CORP FLA
United StatesCOM NEW9,2720-9,272$238,569$0-$238,5692025-07-22
Q4 2024KO
COCA COLA CO
United StatesCOM2,9670-2,967$213,209$0-$213,2092025-01-13
Q3 2024TT
TRANE TECHNOLOGIES PLC
SHS7800-780$256,566$0-$256,5662024-11-04

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