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Axxcess Wealth Management’s Goldman Sachs GS Stock Holding History

Axxcess 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 		$10.9M Sell
13,329
-1,575
-11% -$1.41M 0.35% 66
2025
Q4 		$13.1M Buy
14,904
+768
+5% +$627K 0.23% 86
2025
Q3 		$11.3M Buy
14,136
+918
+7% +$680K 0.24% 78
2025
Q2 		$9.35M Buy
13,218
+563
+4% +$326K 0.22% 87
2025
Q1 		$6.91M Sell
12,655
-983
-7% -$592K 0.18% 104
2024
Q4 		$7.81M Buy
13,638
+708
+5% +$395K 0.19% 93
2024
Q3 		$6.4M Buy
12,930
+3,543
+38% +$1.73M 0.16% 114
2024
Q2 		$4.25M Sell
9,387
-2,626
-22% -$1.15M 0.11% 152
2024
Q1 		$5.02M Buy
12,013
+2,442
+26% +$948K 0.14% 130
2023
Q4 		$3.69M Buy
9,571
+1,354
+16% +$452K 0.11% 156
2023
Q3 		$2.66M Buy
8,217
+5,397
+191% +$1.8M 0.09% 165
2023
Q2 		$909K Sell
2,820
-845
-23% -$278K 0.07% 250
2023
Q1 		$1.2M Sell
3,665
-173
-5% -$60.2K 0.09% 202
2022
Q4 		$1.32M Buy
3,838
+1,085
+39% +$378K 0.11% 180
2022
Q3 		$807K Buy
2,753
+757
+38% +$245K 0.08% 220
2022
Q2 		$593K Sell
1,996
-535
-21% -$167K 0.05% 271
2022
Q1 		$836K Buy
2,531
+558
+28% +$197K 0.07% 249
2021
Q4 		$755K Buy
+1,973
New +$781K 0.06% 274

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axxcess Wealth Management's GS Position: Q1 2026 in Review

Axxcess Wealth Management reduced its Goldman Sachs (GS) stake by 11% in Q1 2026, selling an estimated $1.41M and leaving 13,329 shares worth $10.9M. The position accounts for 0.35% of the portfolio, ranked #66.

Axxcess Wealth Management first reported a position in GS in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.1M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Axxcess Wealth Management held 13,329 shares of Goldman Sachs worth $10.9M as of Q1 2026.
  • Axxcess Wealth Management sold 1,575 Goldman Sachs shares in Q1 2026, an estimated $1.41M.
  • Goldman Sachs made up 0.35% of Axxcess Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Axxcess Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Goldman Sachs position peaked at $13.1M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.