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 MTR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,049 | 16,370 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $70,718 | 16,370 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $87,579 | 16,370 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $89,543 | 16,370 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $101,821 | 16,370 | Shares | Sole | 2025-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||