Alan B. Lancz & Associates’s Goldman Sachs GS Stock Holding History

Alan B. Lancz & Associates’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Sell	1,890 -300	-14%	-$268K	1.55%	13
2025 Q4	$1.93M	Hold	2,190	–	–	1.69%	12
2025 Q3	$1.74M	Sell	2,190 -35	-2%	-$25.9K	1.58%	13
2025 Q2	$1.57M	Hold	2,225	–	–	1.58%	13
2025 Q1	$1.22M	Sell	2,225 -225	-9%	-$135K	1.3%	15
2024 Q4	$1.4M	Sell	2,450 -150	-6%	-$83.7K	1.43%	13
2024 Q3	$1.29M	Buy	2,600 +200	+8%	+$97.8K	1.18%	18
2024 Q2	$1.09M	Buy	+2,400	New	+$1.05M	1.07%	19
2023 Q4	$964K	Hold	2,500	–	–	1.01%	22
2023 Q3	$809K	Hold	2,500	–	–	0.92%	24
2023 Q2	$806K	Hold	2,500	–	–	0.86%	28
2023 Q1	$818K	Hold	2,500	–	–	0.85%	25
2022 Q4	$935K	Hold	2,500	–	–	0.94%	25
2022 Q3	$733K	Hold	2,500	–	–	0.87%	27
2022 Q2	$833K	Buy	2,500 +150	+6%	+$46.7K	0.82%	26
2022 Q1	$776K	Sell	2,350 -100	-4%	-$35.3K	0.69%	34
2021 Q4	$937K	Buy	+2,450	New	+$970K	0.82%	27

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alan B. Lancz & Associates's GS Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Goldman Sachs (GS) stake by 14% in Q1 2026, selling an estimated $268K and leaving 1,890 shares worth $1.6M. The position accounts for 1.55% of the portfolio, ranked #13.

Alan B. Lancz & Associates first reported a position in GS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.93M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Alan B. Lancz & Associates held 1,890 shares of Goldman Sachs worth $1.6M as of Q1 2026.
Alan B. Lancz & Associates sold 300 Goldman Sachs shares in Q1 2026, an estimated $268K.
Goldman Sachs made up 1.55% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #13 holding.
Alan B. Lancz & Associates first reported a position in Goldman Sachs in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Goldman Sachs position peaked at $1.93M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.