Cornerstone Wealth Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1674117
ST. PETERS, MO
Position in GS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,993,410
+$352,190 QoQ
Shares Held
1,971
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,341
of 3,125 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,863,377 across 6 Capital Markets names. GS ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
10,662 | $3,003,272 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
1,971 | $1,993,410 | |
| 3 | MS |
Morgan Stanley
|
5,293 | $1,106,448 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,919 | $693,837 | |
| 5 | SCHW |
Schwab Charles Corp
|
6,270 | $578,532 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,190 | $487,878 |
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,993,410 | 1,971 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,641,220 | 1,940 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,254,333 | 1,427 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,141,965 | 1,434 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,033,315 | 1,460 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $783,379 | 1,434 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $535,399 | 935 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $404,504 | 817 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $384,472 | 850 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $282,358 | 676 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $260,394 | 675 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $376,959 | 1,165 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $217,714 | 675 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $202,481 | 619 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $226,234 | 772 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $229,893 | 774 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $265,070 | 803 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $384,080 | 1,004 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316,033 | 836 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $308,937 | 814 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $263,235 | 805 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $212,550 | 806 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||