Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,549,047
+$3,008,132 QoQ
Shares Held
16,363
+2.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#504
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Welch Group, LLC holds $17,034,228 across 2 Capital Markets names. GS ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
16,363 | $16,549,047 | |
| 2 | MS |
Morgan Stanley
|
2,321 | $485,181 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,549,047 | 16,363 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,540,915 | 16,006 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $14,360,223 | 16,337 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,141,367 | 16,502 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,609,931 | 16,404 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,687,649 | 15,903 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $9,086,334 | 15,868 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,784,119 | 15,722 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,837,269 | 15,116 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,185,988 | 14,810 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $5,401,165 | 14,001 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,436,468 | 13,711 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,271,397 | 13,243 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,014,293 | 12,272 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,056,004 | 11,812 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,341,649 | 11,403 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,275,239 | 11,027 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,364,379 | 10,192 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,390,540 | 8,863 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,217,035 | 8,510 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,791,443 | 7,355 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,129,424 | 6,512 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,166,389 | 4,423 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $742,986 | 3,697 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $713,012 | 3,608 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $503,499 | 3,257 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||