BXM Wealth’s Goldman Sachs GS Stock Holding History

BXM 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	$251K	Sell	297 -13,165	-98%	-$11.7M	0.19%	112
2025 Q4	$243K	Buy	+13,462	New	+$11M	0.19%	110

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

BXM Wealth's GS Position: Q1 2026 in Review

BXM Wealth reduced its Goldman Sachs (GS) stake by 98% in Q1 2026, selling an estimated $11.7M and leaving 297 shares worth $251K. The position accounts for 0.19% of the portfolio, ranked #112.

BXM Wealth first reported a position in GS in Q4 2025 and has held it in 2 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

BXM Wealth held 297 shares of Goldman Sachs worth $251K as of Q1 2026.
BXM Wealth sold 13,165 Goldman Sachs shares in Q1 2026, an estimated $11.7M.
Goldman Sachs made up 0.19% of BXM Wealth's portfolio in Q1 2026, its #112 holding.
BXM Wealth first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on BXM Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.