Capital Wealth Planning’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $903M | Buy |
1,067,492
+131,546
| +14% | +$117M | 4.98% | 2 |
|
|
2025
Q4 | $834M | Sell |
935,946
-51,637
| -5% | -$42.1M | 5.4% | 1 |
|
|
2025
Q3 | $786M | Sell |
987,583
-13,711
| -1% | -$10.2M | 5.54% | 2 |
|
|
2025
Q2 | $709M | Sell |
1,001,294
-106,963
| -10% | -$62M | 5.59% | 2 |
|
|
2025
Q1 | $605M | Buy |
1,108,257
+22,180
| +2% | +$13.3M | 5.25% | 2 |
|
|
2024
Q4 | $622M | Sell |
1,086,077
-39,885
| -4% | -$22.2M | 5.75% | 2 |
|
|
2024
Q3 | $557M | Buy |
1,125,962
+13,902
| +1% | +$6.8M | 5.2% | 5 |
|
|
2024
Q2 | $503M | Sell |
1,112,060
-81,341
| -7% | -$35.7M | 5.27% | 4 |
|
|
2024
Q1 | $498M | Buy |
1,193,401
+3,396
| +0.3% | +$1.32M | 5.33% | 3 |
|
|
2023
Q4 | $459M | Sell |
1,190,005
-63,358
| -5% | -$21.1M | 5.26% | 5 |
|
|
2023
Q3 | $406M | Buy |
1,253,363
+38,175
| +3% | +$12.8M | 4.99% | 9 |
|
|
2023
Q2 | $392M | Buy |
1,215,188
+53,185
| +5% | +$17.5M | 4.84% | 11 |
|
|
2023
Q1 | $326M | Buy |
1,162,003
+172,033
| +17% | +$59.9M | 4.4% | 11 |
|
|
2022
Q4 | $340M | Buy |
989,970
+12,327
| +1% | +$4.29M | 4.97% | 11 |
|
|
2022
Q3 | $286M | Buy |
977,643
+70,737
| +8% | +$22.9M | 5.23% | 6 |
|
|
2022
Q2 | $269M | Buy |
906,906
+234,002
| +35% | +$72.9M | 5.28% | 7 |
|
|
2022
Q1 | $222M | Buy |
672,904
+94,545
| +16% | +$33.4M | 4.49% | 9 |
|
|
2021
Q4 | $221M | Buy |
578,359
+57,577
| +11% | +$22.8M | 4.9% | 9 |
|
|
2021
Q3 | $197M | Buy |
520,782
+30,237
| +6% | +$11.8M | 5.41% | 6 |
|
|
2021
Q2 | $186M | Sell |
490,545
-10,029
| -2% | -$3.59M | 5.22% | 7 |
|
|
2021
Q1 | $164M | Sell |
500,574
-34,673
| -6% | -$10.8M | 5.35% | 4 |
|
|
2020
Q4 | $154M | Buy |
535,247
+62,677
| +13% | +$14M | 5.93% | 1 |
|
|
2020
Q3 | $95M | Buy |
472,570
+37,299
| +9% | +$7.59M | 4.7% | 10 |
|
|
2020
Q2 | $86M | Buy |
435,271
+7,281
| +2% | +$1.37M | 4.9% | 7 |
|
|
2020
Q1 | $66.2M | Buy |
427,990
+217,274
| +103% | +$46.1M | 4.17% | 9 |
|
|
2019
Q4 | $48.5M | Buy |
210,716
+10,765
| +5% | +$2.34M | 2.86% | 15 |
|
|
2019
Q3 | $42.2M | Buy |
+199,951
| New | +$41.8M | 2.68% | 18 |
|
|
2018
Q2 | – | Sell |
-14,550
| Closed | -$3.67M | – | 100 |
|
|
2018
Q1 | $3.67M | Buy |
+14,550
| New | +$3.79M | 2.55% | 5 |
|
|
2017
Q4 | – | Sell |
-5,925
| Closed | -$1.41M | – | 128 |
|
|
2017
Q3 | $1.41M | Sell |
5,925
-59,648
| -91% | -$13.5M | 1.11% | 19 |
|
|
2017
Q2 | $14.6M | Buy |
+65,573
| New | +$14.6M | 2.33% | 23 |
|
Other funds holding GS
VCM
VPM
Capital Wealth Planning's GS Position: Q1 2026 in Review
Capital Wealth Planning increased its Goldman Sachs (GS) stake by 14% in Q1 2026, buying an estimated $117M and bringing the position to 1,067,492 shares worth $903M. The position accounts for 4.98% of the portfolio, ranked #2.
Capital Wealth Planning first reported a position in GS in Q2 2017 and has held it in 30 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- Capital Wealth Planning held 1,067,492 shares of Goldman Sachs worth $903M as of Q1 2026.
- Capital Wealth Planning bought 131,546 Goldman Sachs shares in Q1 2026, an estimated $117M.
- Goldman Sachs made up 4.98% of Capital Wealth Planning's portfolio in Q1 2026, its #2 holding.
- Capital Wealth Planning first reported a position in Goldman Sachs in Q2 2017 and has held it in 30 quarters since.
- 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.