Welch Group, LLC

CIK

1443095

City

BIRMINGHAM

State / Country

Stock

TFC — Truist Financial Corp

Top Portfolio Positions

248 positions · $2,585,674,212 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$61,101,623	1,329,163	+0.4%	Shares	Sole	2026-04-21
2025-12-31	$65,157,140	1,324,063	+0.9%	Shares	Sole	2026-01-26
2025-09-30	$59,981,713	1,311,936	+1.0%	Shares	Sole	2025-10-14
2025-06-30	$55,836,916	1,298,835	+3.5%	Shares	Sole	2025-07-25
2025-03-31	$51,617,366	1,254,371	+0.6%	Shares	Sole	2025-04-08
2024-12-31	$54,113,166	1,247,422	+0.4%	Shares	Sole	2025-01-27
2024-09-30	$53,113,240	1,241,834	+1.6%	Shares	Sole	2024-10-24
2024-06-30	$47,505,003	1,222,780	+2.1%	Shares	Sole	2024-07-17
2024-03-31	$46,678,900	1,197,509	+67.1%	Shares	Sole	2024-04-09
2023-12-31	$26,457,831	716,626	-34.2%	Shares	Sole	2024-01-23
2023-09-30	$31,159,265	1,089,104	+8.3%	Shares	Sole	2023-10-18
2023-06-30	$30,533,162	1,006,035	+13.5%	Shares	Sole	2023-07-18
2023-03-31	$30,231,832	886,564	+15.3%	Shares	Sole	2023-04-13
2022-12-31	$33,096,223	769,143	+0.1%	Shares	Sole	2023-01-30
2022-09-30	$33,449,866	768,256	+7.7%	Shares	Sole	2022-10-13
2022-06-30	$33,826,411	713,186	+867.1%	Shares	Sole	2022-07-21
2022-03-31	$4,181,341	73,745	+8.7%	Shares	Sole	2022-04-29
2021-12-31	$3,973,788	67,870	+4.9%	Shares	Sole	2022-01-26
2021-09-30	$3,795,124	64,708	+14.5%	Shares	Sole	2021-11-05
2021-06-30	$3,136,693	56,517	+9.9%	Shares	Sole	2021-07-21
2021-03-31	$2,999,805	51,437	+26.8%	Shares	Sole	2021-04-23
2020-12-31	$1,944,088	40,561	+12.7%	Shares	Sole	2021-01-25
2020-09-30	$1,369,191	35,984	+6.1%	Shares	Sole	2020-10-28
2020-06-30	$1,273,508	33,915	+65.9%	Shares	Sole	2020-07-22
2020-03-31	$630,492	20,444	—	Shares	Sole	2020-04-28
No 13F history on record for this holder in this stock.