Welch Group, LLC
CIK 1443095
13F filing for Q2 2026・No. 1,306
- Holdings
- US$2.93B
- Quarter change
- +US$266.52M
- Entries
- 326
- Net bought (estimate)
- +US$20.52M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 11
- Cut 63
- Added 123
- Corporate actions 0
- Unchanged 111
Largest holdings
320 stocks worth US$2.92B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 372,791 | US$107.87M | 3.69% |
| CSCOCISCO SYS INCCOM | Cut | 906,782 | US$106.51M | 3.64% |
| ABBVABBVIE INCCOM | Added | 371,366 | US$93.45M | 3.20% |
| JPMJPMORGAN CHASE & COCOM | Cut | 276,835 | US$90.62M | 3.10% |
| JNJJOHNSON & JOHNSONCOM | Cut | 356,484 | US$90.54M | 3.10% |
| RTXRTX CORPORATIONCOM | Cut | 461,989 | US$87.65M | 3.00% |
| INTERNATIONAL BUSINESS MACHSCOM | Added | 301,425 | US$84.76M | 2.90% |
| SERVISFIRST BANCSHARES INCCOM | Cut | 959,733 | US$83.26M | 2.85% |
| MSFTMicrosoftCOM | Added | 219,788 | US$81.99M | 2.80% |
| QCOMQUALCOMM INCCOM | Cut | 413,112 | US$76.34M | 2.61% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.