AMJ Financial Wealth Management’s Goldman Sachs GS Stock Holding History

AMJ Financial Wealth Management’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	$13.3M	Buy	15,744 +261	+2%	+$233K	3.14%	6
2025 Q4	$13.6M	Sell	15,483 -2,651	-15%	-$2.16M	3.22%	2
2025 Q3	$14.4M	Sell	18,134 -452	-2%	-$335K	3.44%	2
2025 Q2	$13.2M	Sell	18,586 -80	-0.4%	-$46.4K	3.27%	3
2025 Q1	$10.2M	Sell	18,666 -276	-1%	-$166K	3.01%	9
2024 Q4	$10.8M	Sell	18,942 -1,071	-5%	-$597K	3%	8
2024 Q3	$9.91M	Sell	20,013 -211	-1%	-$103K	2.84%	12
2024 Q2	$9.15M	Buy	+20,224	New	+$8.87M	2.83%	12

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

AMJ Financial Wealth Management's GS Position: Q1 2026 in Review

AMJ Financial Wealth Management increased its Goldman Sachs (GS) stake by 1.7% in Q1 2026, buying an estimated $233K and bringing the position to 15,744 shares worth $13.3M. The position accounts for 3.14% of the portfolio, ranked #6.

AMJ Financial Wealth Management first reported a position in GS in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.4M in Q3 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

AMJ Financial Wealth Management held 15,744 shares of Goldman Sachs worth $13.3M as of Q1 2026.
AMJ Financial Wealth Management bought 261 Goldman Sachs shares in Q1 2026, an estimated $233K.
Goldman Sachs made up 3.14% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #6 holding.
AMJ Financial Wealth Management first reported a position in Goldman Sachs in Q2 2024 and has held it in 8 quarters since.
AMJ Financial Wealth Management's Goldman Sachs position peaked at $14.4M in Q3 2025.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.