| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Broderick Brian C | 1.37% | 1.52% | #1 | $8.9M | 593,224 | $8.3M | 593,224 | 00.00% | Unchanged | |
| Hemenway Trust Co LLC | 0.27% | 0.29% | #2 | $3.8M | 256,697 | $3.6M | 256,697 | 00.00% | Unchanged | |
| SOMERVILLE KURT F | 0.1% | 0.1% | #3 | $401,493 | 26,891 | $374,870 | 26,891 | 00.00% | Unchanged | |
| Dempze Nancy E | 0.09% | 0.1% | #4 | $193,520 | 12,962 | $180,688 | 12,962 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #5 | $17,090 | 1,145 | $0 | 0 | +1,145 | New Buy |
