Welch Group, LLC
Top Portfolio Positions
248 positions ·
$2,585,849,604 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
375,212 | $95,225,053 | 3.68% | |
| RTX |
RTX Corp
Industrials
|
463,345 | $89,379,250 | 3.46% | |
| CVX |
Chevron Corp
Energy
|
430,312 | $89,031,552 | 3.44% | |
| XOM |
Exxon Mobil Corp
Energy
|
524,383 | $88,966,819 | 3.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
359,007 | $87,755,671 | 3.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
277,004 | $81,483,496 | 3.15% | |
| ABBV |
AbbVie Inc.
Healthcare
|
365,933 | $79,586,768 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
214,123 | $79,261,910 | 3.07% | |
| NEE |
Nextera Energy Inc
Utilities
|
852,934 | $79,220,509 | 3.06% | |
| LMT |
Lockheed Martin Corp
Industrials
|
126,656 | $76,549,619 | 2.96% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LMT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,549,619 | 126,656 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $64,175,270 | 132,684 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $65,239,258 | 130,685 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $58,778,023 | 126,912 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $55,482,722 | 124,203 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $57,221,378 | 117,754 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $68,125,791 | 116,542 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $54,540,464 | 116,764 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $52,476,532 | 115,366 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $50,620,109 | 111,685 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $44,756,582 | 109,440 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $50,002,332 | 108,611 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $51,302,550 | 108,524 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $54,040,768 | 111,083 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $43,144,730 | 111,690 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $47,283,131 | 109,971 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $48,297,546 | 109,419 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $37,294,948 | 104,935 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $35,285,094 | 102,246 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $37,369,629 | 98,770 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $35,151,274 | 95,132 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $31,873,654 | 89,790 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $33,817,560 | 88,232 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $31,788,911 | 87,112 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $29,419,843 | 86,797 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||