Position in GS
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$2,299,400
+$1,231,415 QoQ
Shares Held
2,718
+123.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 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 Mar 31, 2026Western Wealth Management, LLC holds $6,166,271 across 25 Capital Markets names. GS ranks #1 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
2,718 | $2,299,400 | |
| 2 | MS |
Morgan Stanley
|
9,263 | $1,524,411 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,710 | $724,585 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
8,667 | $357,686 | |
| 5 | IREN |
IREN Ltd
|
8,962 | $307,217 | |
| 6 | MARA |
MARA Holdings, Inc.
|
27,140 | $221,462 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
503 | $151,317 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
6,844 | $126,271 |
All Filings in GS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,299,400 | 2,718 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,067,985 | 1,215 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $930,933 | 1,169 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $785,602 | 1,110 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $942,350 | 1,725 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $831,444 | 1,452 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,694,266 | 3,422 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $493,481 | 1,091 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $460,294 | 1,102 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,438,150 | 3,728 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,248,009 | 3,857 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,072,122 | 3,324 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,118,389 | 3,419 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,236,168 | 3,600 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,522,980 | 5,197 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,677,271 | 5,647 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,661,723 | 5,034 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,053,910 | 5,369 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,309,378 | 3,450 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $487,230 | 1,490 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||