Beckerman Institutional’s Goldman Sachs GS Stock Holding History

Beckerman Institutional’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	$377K	Hold	445	–	–	0.2%	94
2025 Q4	$391K	Sell	445 -5	-1%	-$4.08K	0.22%	90
2025 Q3	$358K	Hold	450	–	–	0.21%	88
2025 Q2	$319K	Sell	450 -91	-17%	-$52.7K	0.21%	89
2025 Q1	$296K	Buy	541 +120	+29%	+$72.2K	0.21%	88
2024 Q4	$241K	Buy	421 +6	+1%	+$3.35K	0.19%	92
2024 Q3	$206K	Buy	+415	New	+$203K	0.17%	92

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

Beckerman Institutional's GS Position: Q1 2026 in Review

Beckerman Institutional held its Goldman Sachs (GS) position steady in Q1 2026 at 445 shares worth $377K. The position accounts for 0.2% of the portfolio, ranked #94.

Beckerman Institutional first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $391K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Beckerman Institutional held 445 shares of Goldman Sachs worth $377K as of Q1 2026.
Beckerman Institutional left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.2% of Beckerman Institutional's portfolio in Q1 2026, its #94 holding.
Beckerman Institutional first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's Goldman Sachs position peaked at $391K in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.