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Boltwood Capital Management’s Goldman Sachs GS Stock Holding History

Boltwood Capital 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
Q3 		$847K Buy
941
+118
+14% +$121K 0.19% 102
2026
Q2 		$832K Buy
823
+83
+11% +$80.9K 0.19% 103
2026
Q1 		$626K Buy
740
+285
+63% +$254K 0.16% 116
2025
Q4 		$400K Buy
455
+5
+1% +$4.08K 0.1% 137
2025
Q3 		$358K Buy
450
+5
+1% +$3.71K 0.1% 145
2025
Q2 		$315K Buy
445
+10
+2% +$5.79K 0.09% 151
2025
Q1 		$238K Hold
435
– – 0.07% 162
2024
Q4 		$249K Hold
435
– – 0.08% 155
2024
Q3 		$215K Buy
+435
New +$213K 0.06% 165

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Boltwood Capital Management's GS Position: Q3 2026 in Review

Boltwood Capital Management increased its Goldman Sachs (GS) stake by 14% in Q3 2026, buying an estimated $121K and bringing the position to 941 shares worth $847K. The position accounts for 0.19% of the portfolio, ranked #102.

Boltwood Capital Management first reported a position in GS in Q3 2024 and has held it in 9 quarters since. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Boltwood Capital Management held 941 shares of Goldman Sachs worth $847K as of Q3 2026.
  • Boltwood Capital Management bought 118 Goldman Sachs shares in Q3 2026, an estimated $121K.
  • Goldman Sachs made up 0.19% of Boltwood Capital Management's portfolio in Q3 2026, its #102 holding.
  • Boltwood Capital Management first reported a position in Goldman Sachs in Q3 2024 and has held it in 9 quarters since.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.