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Pioneer Family Office, LLC Historic Quarter Change: USA Stocks, Reduced

Pioneer Family Office, LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Pioneer Family Office, LLC opened 14 positions, added to 6, reduced 10 and sold out of 18.

  • Q2 2026: Stock META; Country of operation United States; Class CL A; Shares before 628.
  • Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 240.
  • Q1 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 4,557.
  • Q1 2026: Stock LLY; Country of operation United States; Class COM; Shares before 540.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2135110), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026META
META PLATFORMS INC
United StatesCL A628136-492$359,298$76,607-$282,6912026-07-28
Q2 2026LLY
ELI LILLY & CO
United StatesCOM240120-120$220,746$143,932-$76,8142026-07-28
Q1 2026AAPL
APPLE INC
United StatesCOM4,5572,997-1,560$1,239,380$760,608-$478,7722026-05-14
Q1 2026LLY
ELI LILLY & CO
United StatesCOM540240-300$580,327$220,746-$359,5812026-05-14
Q1 2026MSFT
MICROSOFT CORP
United StatesCOM956806-150$462,341$298,357-$163,9842026-05-14
Q1 2026AMZN
AMAZON COM INC
United StatesCOM2,9022,602-300$669,840$541,919-$127,9212026-05-14
Q1 2026DIS
DISNEY WALT CO
United StatesCOM1,033400-633$117,524$38,552-$78,9722026-05-14
Q1 2026WMT
WALMART INC
United StatesCOM3,1073,097-10$346,151$384,895+$38,7442026-05-14
Q1 2026PYPL
PAYPAL HLDGS INC
United StatesCOM35640-316$20,783$1,809-$18,9742026-05-14
Q1 2026MU
MICRON TECHNOLOGY INC
United StatesCOM160120-40$45,666$40,541-$5,1252026-05-14

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