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 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 $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

Axim Planning & Wealth's GS Position: Q1 2026 in Review

Axim Planning & Wealth held its Goldman Sachs (GS) position steady in Q1 2026 at 237 shares worth $201K. The position accounts for 0.24% of the portfolio, ranked #80.

Axim Planning & Wealth first reported a position in GS in Q2 2022 and has held it in 6 quarters since. The position peaked at $289K in Q2 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Axim Planning & Wealth held 237 shares of Goldman Sachs worth $201K as of Q1 2026.
Axim Planning & Wealth left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.24% of Axim Planning & Wealth's portfolio in Q1 2026, its #80 holding.
Axim Planning & Wealth first reported a position in Goldman Sachs in Q2 2022 and has held it in 6 quarters since.
Axim Planning & Wealth's Goldman Sachs position peaked at $289K in Q2 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.