Athena Investment Management’s Goldman Sachs GS Stock Holding History

Athena Investment 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	$537K	Sell	635 -43	-6%	-$38.4K	0.28%	84
2025 Q4	$596K	Sell	678 -20	-3%	-$16.3K	0.31%	82
2025 Q3	$556K	Sell	698 -315	-31%	-$233K	0.29%	85
2025 Q2	$717K	Sell	1,013 -81	-7%	-$46.9K	0.4%	62
2025 Q1	$598K	Sell	1,094 -201	-16%	-$121K	0.36%	65
2024 Q4	$742K	Sell	1,295 -181	-12%	-$101K	0.43%	57
2024 Q3	$731K	Sell	1,476 -3	-0.2%	-$1.47K	0.42%	59
2024 Q2	$669K	Sell	1,479 -7	-0.5%	-$3.07K	0.41%	59
2024 Q1	$621K	Hold	1,486	–	–	0.37%	67
2023 Q4	$573K	Hold	1,486	–	–	0.37%	66
2023 Q3	$481K	Hold	1,486	–	–	0.34%	68
2023 Q2	$479K	Sell	1,486 -6	-0.4%	-$1.97K	0.33%	71
2023 Q1	$488K	Hold	1,492	–	–	0.35%	67
2022 Q4	$512K	Hold	1,492	–	–	0.38%	63
2022 Q3	$437K	Hold	1,492	–	–	0.37%	65
2022 Q2	$443K	Sell	1,492 -1	-0.1%	-$311	0.35%	66
2022 Q1	$490K	Buy	+1,493	New	+$527K	0.38%	61

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

Athena Investment Management's GS Position: Q1 2026 in Review

Athena Investment Management reduced its Goldman Sachs (GS) stake by 6.3% in Q1 2026, selling an estimated $38.4K and leaving 635 shares worth $537K. The position accounts for 0.28% of the portfolio, ranked #84.

Athena Investment Management first reported a position in GS in Q1 2022 and has held it in 17 quarters since. The position peaked at $742K in Q4 2024. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Athena Investment Management held 635 shares of Goldman Sachs worth $537K as of Q1 2026.
Athena Investment Management sold 43 Goldman Sachs shares in Q1 2026, an estimated $38.4K.
Goldman Sachs made up 0.28% of Athena Investment Management's portfolio in Q1 2026, its #84 holding.
Athena Investment Management first reported a position in Goldman Sachs in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Goldman Sachs position peaked at $742K in Q4 2024.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.