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
Holdings in WWR
Shares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,920 | 22,954 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,215 | 22,954 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $21,806 | 22,954 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $13,772 | 22,954 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,624 | 22,954 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $16,297 | 22,954 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $11,936 | 22,954 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,017 | 22,954 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $11,247 | 22,954 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $12,854 | 22,954 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $15,379 | 22,954 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $18,822 | 22,954 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $25,478 | 22,954 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $18,239 | 23,088 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $21,091 | 18,501 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $14,194 | 13,143 | Shares | Sole | 2022-07-21 | |
| No quarters match your search. | ||||||