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CIK: 0001443095
Total reported value
$2.9B
$2.9B
308 檔
15.4%
In Q1 2026, Welch Group, LLC's U.S. equity holdings reached a combined market value of $2.9B, distributed across 308 disclosed stock positions.
Welch Group, LLC executed strategic sector rebalancing during Q1 2026, establishing 23 new positions while fully exiting 21 holdings and trimming 62 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, RTX, CVX) accounted for 15.4% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.58% | +0.10% | -0.17% | |
| 2 | RTX | Rtx CORP | Stock-Industrials | 3.36% | -0.37% | -7.49% | |
| 3 | CVX | Chevron CORP | Stock-Energy | 3.34% | -0.89% | +0.08% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.34% | -0.91% | -4.37% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.30% | -0.21% | -5.54% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.06% | +0.03% | -1.44% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.99% | +0.20% | -0.45% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.98% | -0.18% | +3.60% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 2.98% | -0.41% | -1.90% | |
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.88% | -0.61% | -4.54% | |
| 11 | SO | Southern Co/the | Stock-Utilities | 2.84% | -0.27% | +0.45% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.76% | +0.88% | -1.97% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 2.68% | +0.21% | +1.00% | |
| 14 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 2.67% | +0.17% | -2.75% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.51% | -0.43% | +1.34% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.35% | +0.06% | +3.86% | |
| 17 | CINF | Cincinnati Financial CORP | Stock-Financials | 2.34% | +0.16% | -0.65% | |
| 18 | TFC | Truist Financial CORP | Stock-Financials | 2.30% | -0.02% | +0.39% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 2.30% | -0.02% | -2.77% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.27% | -0.53% | +1.83% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 2.27% | -0.47% | +8.35% | |
| 22 | ED | Consolidated Edison Inc | Stock-Utilities | 2.25% | -0.24% | +0.18% | |
| 23 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.06% | — | +10.38% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 2.02% | +0.59% | +8.07% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.01% | -0.11% | +6.47% | |
| 26 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.01% | -0.02% | +2.23% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.98% | -0.38% | +4.04% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.95% | +0.65% | +1.58% | |
| 29 | AEP | American Electric Power | Stock-Utilities | 1.85% | -0.05% | +15.77% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 1.68% | +0.01% | +19.09% | |
| 31 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.62% | +0.11% | +37.78% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | +0.04% | -0.85% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | +0.35% | -3.74% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | — | -0.02% | |
| 35 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.75% | +0.08% | +3.25% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.09% | -1.77% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.57% | +0.04% | +0.18% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.04% | +3.16% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.64% | -0.99% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | +0.06% | -2.03% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.05% | +4.48% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.46% | +0.64% | +0.13% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.45% | -0.04% | +0.21% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.02% | -4.63% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.01% | +9.27% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.06% | +0.20% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | +0.01% | +5.34% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.36% | +0.01% | +29.43% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.35% | — | +20.65% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | +0.03% | +8.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.8% | +0.08% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.8% | -4.37% | Trim |
| 3 | LMT | Lockheed Martin CORP | +0.4% | -4.54% | Trim |
| 4 | VZ | Verizon Communications Inc | +0.4% | +1.83% | Add |
| 5 | AEP | American Electric Power | +0.4% | +15.77% | Add |
| 6 | PFE | Pfizer Inc | +0.4% | +8.35% | Add |
| 7 | KMB | Kimberly-clark CORP | +0.4% | +37.78% | Add |
| 8 | NEE | Nextera Energy Inc | +0.3% | -1.90% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.3% | -5.54% | Trim |
| 10 | AMAT | Applied Materials Inc | +0.3% | +1040.82% | Add |
| 11 | ED | Consolidated Edison Inc | +0.2% | +0.18% | Add |
| 12 | SO | Southern Co/the | +0.2% | +0.45% | Add |
| 13 | TXN | Texas Instruments Inc | +0.2% | +1.58% | Add |
| 14 | PEP | Pepsico Inc | +0.2% | +4.04% | Add |
| 15 | TSLA | Tesla Inc | +0.2% | +420.58% | Add |
| 16 | CL | Colgate-palmolive Co | +0.1% | +2.23% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | -3.74% | Trim |
| 18 | TGT | Target CORP | +0.1% | +29.43% | Add |
| 19 | NSC | Norfolk Southern CORP | +0.1% | +364.39% | Add |
| 20 | GLDM | Spdr Gold Minishares Trust | +0.1% | +135.37% | Add |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +6.47% | Add |
| 22 | DE | Deere & Co | +0.1% | +0.18% | Add |
| 23 | MU | Micron Technology Inc | +0.1% | +0.13% | Add |
| 24 | KO | Coca-cola Co/the | 0% | -0.02% | Trim |
| 25 | CARR | Carrier Global CORP | 0% | +13.63% | Add |
| 26 | MOD | Modine Manufacturing Co | 0% | — | Unchanged |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +216.19% | Add |
| 28 | MRK | Merck & Co. Inc. | 0% | +6.68% | Add |
| 29 | PLTR | Palantir Technologies Inc-a | 0% | +105.61% | Add |
| 30 | COP | Conocophillips | 0% | -1.07% | Trim |
| 31 | VUG | Vanguard Growth ETF | 0% | +88.88% | Add |
| 32 | GEV | GE Vernova Inc | 0% | +46.70% | Add |
| 33 | MCD | Mcdonald's CORP | 0% | +1.34% | Add |
| 34 | WMT | Walmart Inc | 0% | -1.99% | Trim |
| 35 | TJX | Tjx Companies Inc | 0% | +0.21% | Add |
| 36 | FANG | Diamondback Energy Inc | 0% | +28.47% | Add |
| 37 | PANW | Palo Alto Networks Inc | 0% | +21.12% | Add |
| 38 | REGN | Regeneron Pharmaceuticals | 0% | +143.27% | Add |
| 39 | MO | Altria Group Inc | 0% | +0.11% | Add |
| 40 | KMI | Kinder Morgan, Inc. | 0% | +44.55% | Add |
| 41 | T | At&t Inc | 0% | -2.03% | Trim |
| 42 | NOC | Northrop Grumman CORP | 0% | -1.63% | Trim |
| 43 | OKE | Oneok Inc | 0% | +0.83% | Add |
| 44 | QQQ | Invesco Qqq Trust Series 1 | 0% | +16.23% | Add |
| 45 | GE | General Electric | 0% | +49.05% | Add |
| 46 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 47 | ETN | Eaton Corporation plc | 0% | +6.02% | Add |
| 48 | VGSH | Vanguard Short-term Treasury | 0% | +4.59% | Add |
| 49 | MSGS | Madison Square Garden Sports | 0% | — | Unchanged |
| 50 | VTI | Vanguard Total Stock Mkt ETF | 0% | +16.33% | Add |
According to official SEC Form 13F filings, Welch Group, LLC reported a total U.S. public equity portfolio value of $2.9B across 308 disclosed positions in Q1 2026.
During Q1 2026, Welch Group, LLC's top holdings by market value included AAPL (3.6%)、RTX (3.4%)、CVX (3.3%). The largest single position, AAPL, represented 3.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
PNFP
市值: $2.7M
Top Position Liquidated / Trimmed
ACN
前期市值: $7.3M
In Q1 2026, Welch Group, LLC made 173 total portfolio adjustments, initiating 23 new buys, adding to 67 positions, trimming 62 holdings, and fully liquidating 21 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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