GRIMES & Co WEALTH MANAGEMENT, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1321993 WESTBOROUGH, MA

Position in GS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,724,875

+$626,015 QoQ

Shares Held

3,683

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,040

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $17,700,422 across 3 Capital Markets names. GS ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	112,739	$10,402,427
2	GS	Goldman Sachs Group Inc This page	3,683	$3,724,875
3	MS	Morgan Stanley	17,093	$3,573,120

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,724,875	3,683	+0.5%	Shares	Other	2026-07-17
2026-03-31	$3,098,860	3,663	-1.0%	Shares	Sole	2026-04-21
2025-12-31	$3,251,421	3,699	-6.4%	Shares	Sole	2026-02-03
2025-09-30	$3,145,582	3,950	+1.1%	Shares	Sole	2025-10-27
2025-06-30	$2,764,471	3,906	-0.3%	Shares	Sole	2025-07-22
2025-03-31	$2,140,364	3,918	-0.2%	Shares	Sole	2025-04-17
2024-12-31	$2,248,678	3,927	+0.9%	Shares	Sole	2025-01-21
2024-09-30	$1,927,463	3,893	+0.4%	Shares	Sole	2024-10-22
2024-06-30	$1,753,644	3,877	+0.3%	Shares	Sole	2024-07-22
2024-03-31	$1,613,954	3,864	+0.9%	Shares	Sole	2024-04-17
2023-12-31	$1,476,727	3,828	+0.5%	Shares	Sole	2024-01-24
2023-09-30	$1,232,154	3,808	+0.3%	Shares	Sole	2023-10-19
2023-06-30	$1,224,684	3,797	+0.6%	Shares	Sole	2023-07-19
2023-03-31	$1,234,186	3,773	+0.2%	Shares	Sole	2023-04-20
2022-12-31	$1,293,169	3,766	+0.3%	Shares	Sole	2023-01-25
2022-09-30	$1,100,109	3,754	-1.1%	Shares	Sole	2022-10-28
2022-06-30	$1,127,487	3,796	-0.2%	Shares	Sole	2022-07-22
2022-03-31	$1,255,370	3,803	+1.3%	Shares	Sole	2022-05-06
2021-12-31	$1,435,710	3,753	-11.4%	Shares	Sole	2022-02-01
2021-09-30	$1,600,579	4,234	-1.1%	Shares	Sole	2021-11-08
2021-06-30	$1,624,767	4,281	0.0%	Shares	Sole	2021-08-04
2021-03-31	$1,399,887	4,281	+2.4%	Shares	Sole	2021-05-12
2020-12-31	$1,102,307	4,180	0.0%	Shares	Sole	2021-02-02
2020-09-30	$840,054	4,180	+1.8%	Shares	Sole	2020-11-12
2020-06-30	$811,230	4,105	+11.1%	Shares	Sole	2020-07-31
2020-03-31	$571,055	3,694	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.