Axim Planning & Wealth’s Goldman Sachs GS Stock Holding History

Axim Planning & Wealth’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 Q2	$239K	Sell	236 -1	-0.4%	-$975	0.33%	71
2026 Q1	$201K	Hold	237	–	–	0.24%	80
2025 Q4	$208K	Buy	+237	New	+$193K	0.22%	71
2025 Q3	–	Sell	-409	Closed	-$289K	–	97
2025 Q2	$289K	Sell	409 -9	-2%	-$5.21K	0.26%	33
2025 Q1	$228K	Buy	+418	New	+$252K	0.2%	32
2022 Q4	–	Sell	-180	Closed	-$53K	–	84
2022 Q3	$53K	Hold	180	–	–	0.05%	44
2022 Q2	$53K	Buy	+180	New	+$56K	0.04%	43

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Axim Planning & Wealth's GS Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Goldman Sachs (GS) stake by 0.42% in Q2 2026, selling an estimated $975 and leaving 236 shares worth $239K. The position accounts for 0.33% of the portfolio, ranked #71.

Axim Planning & Wealth first reported a position in GS in Q2 2022 and has held it in 7 quarters since. The position peaked at $289K in Q2 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Axim Planning & Wealth held 236 shares of Goldman Sachs worth $239K as of Q2 2026.
Axim Planning & Wealth sold 1 Goldman Sachs share in Q2 2026, an estimated $975.
Goldman Sachs made up 0.33% of Axim Planning & Wealth's portfolio in Q2 2026, its #71 holding.
Axim Planning & Wealth first reported a position in Goldman Sachs in Q2 2022 and has held it in 7 quarters since.
Axim Planning & Wealth's Goldman Sachs position peaked at $289K in Q2 2025.
3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.