September 2026 Stock Purchases

As I'm writing this blog post, it's currently Monday, September 21st, 2026. Tomorrow is the first official day of fall, but it looks like it's already unofficially here. The temperature here in Central Wisconsin is only going to reach a high of 63 degrees Fahrenheit later today.

With that aside, I will be quickly highlighting my stock purchases for September 2026. Let's jump into it!

Stock Purchase #1: Amazon.com, Inc. (AMZN)

I purchased an additional three shares of Amazon.com at an average cost of $254.00 a share. Curious readers can check out my investment thesis for AMZN in my September 2026 Stock Watch List blog post.

Stock Purchase #2: Broadcom (AVGO)

My next purchase was three more shares of Broadcom at an average price per share of $369.53. Interested readers can find my investment thesis for AVGO in my October 2026 Stock Watch List blog post. This lifted my net annual forward dividends by $7.80, which equates to a 0.70% net dividend yield.

Stock Purchase #3: British American Tobacco (BTI)

I also added another 21 shares of British American Tobacco at an average cost of $56.13 a share. That marked the first time I added to BTI since April 2025. This boosted my net annual forward dividends by $68.04, which is equivalent to a 5.77% net dividend yield.

Stock Purchase #4: Hamilton Lane Incorporated (HLNE)

My next purchase was 10 more shares of Hamilton Lane at an average price per share of $103.38. Readers can find my investment thesis in my September 2026 Stock Watch List blog post linked earlier. That transaction increased my net annual forward dividends by $24.00, which works out to be a 2.32% net dividend yield.

Stock Purchase #5: Intuit (INTU)

I also added another two shares of Intuit at an average cost of $344.58 a share. My investment thesis is unchanged since it last appeared on my May 2026 Stock Watch List. This raised my net annual forward dividends by $11.04, which equates to a 1.60% net dividend yield.

Stock Purchase #6: UnitedHealth Group Incorporated (UNH)

My next purchase was two more shares of UnitedHealth Group at an average price per share of $395.50. The thesis is basically the same as when it was featured in my April 2026 Stock Watch List. The transaction upped my net annual forward dividends by $18.56, which is equivalent to a 2.35% net dividend yield.

Concluding Thoughts:

In September 2026, I deployed $5,669.07 in net capital (including $105.89 in net dividends from my CAIBX mutual fund holding in my former employer-sponsored account). That added $132.53 in net annual forward dividends, which works out to be a 2.34% net dividend yield.

My net annual forward dividends have grown by $30.718 in September 2026 from dividend increases as well. Along with lower revisions in ADR dividends from recent strengthening in the USD, this lifted my net annual forward dividends from around $8,175 heading into the month to nearly $8,325 moving into October 2026.

Discussion:

How was your capital deployment for September 2026?

Did you start any new positions during the month?

Thanks for reading and please feel free to comment below!