AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
AAPLAppleCOMCutUS$107.87M3.69%
CSCOCISCO SYS INCCOMCutUS$106.51M3.64%
ABBVABBVIE INCCOMAddedUS$93.45M3.20%
JPMJPMORGAN CHASE & COCOMCutUS$90.62M3.10%
JNJJOHNSON & JOHNSONCOMCutUS$90.54M3.10%
RTXRTX CORPORATIONCOMCutUS$87.65M3.00%
INTERNATIONAL BUSINESS MACHSCOMAddedUS$84.76M2.90%
SERVISFIRST BANCSHARES INCCOMCutUS$83.26M2.85%
MSFTMicrosoftCOMAddedUS$81.99M2.80%
QCOMQUALCOMM INCCOMCutUS$76.34M2.61%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.