CFM Wealth Partners
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CFM Wealth Partners’s Goldman Sachs GS Stock Holding History

CFM Wealth Partners’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
Q2 		$4.59M Buy
4,538
+50
+1% +$48.7K 0.59% 40
2026
Q1 		$3.8M Sell
4,488
-61
-1% -$54.4K 0.57% 43
2025
Q4 		$4M Buy
4,549
+574
+14% +$468K 0.58% 43
2025
Q3 		$3.17M Buy
3,975
+616
+18% +$456K 0.46% 46
2025
Q2 		$2.38M Buy
3,359
+67
+2% +$38.8K 0.38% 51
2025
Q1 		$1.8M Buy
3,292
+341
+12% +$205K 0.32% 59
2024
Q4 		$1.69M Buy
2,951
+468
+19% +$261K 0.29% 62
2024
Q3 		$1.23M Buy
2,483
+663
+36% +$324K 0.21% 70
2024
Q2 		$823K Buy
1,820
+10
+0.6% +$4.39K 0.15% 82
2024
Q1 		$756K Buy
1,810
+78
+5% +$30.3K 0.15% 85
2023
Q4 		$668K Sell
1,732
-15
-0.9% -$5.01K 0.15% 93
2023
Q3 		$565K Hold
1,747
– – 0.15% 89
2023
Q2 		$563K Sell
1,747
-31
-2% -$10.2K 0.14% 104
2023
Q1 		$582K Sell
1,778
-150
-8% -$52.2K 0.16% 97
2022
Q4 		$662K Buy
1,928
+169
+10% +$58.8K 0.2% 91
2022
Q3 		$515K Buy
1,759
+134
+8% +$43.4K 0.16% 93
2022
Q2 		$483K Buy
1,625
+201
+14% +$62.6K 0.15% 106
2022
Q1 		$470K Buy
+1,424
New +$503K 0.11% 115

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CFM Wealth Partners's GS Position: Q2 2026 in Review

CFM Wealth Partners increased its Goldman Sachs (GS) stake by 1.1% in Q2 2026, buying an estimated $48.7K and bringing the position to 4,538 shares worth $4.59M. The position accounts for 0.59% of the portfolio, ranked #40.

CFM Wealth Partners first reported a position in GS in Q1 2022 and has held it in 18 quarters since. 3,190 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • CFM Wealth Partners held 4,538 shares of Goldman Sachs worth $4.59M as of Q2 2026.
  • CFM Wealth Partners bought 50 Goldman Sachs shares in Q2 2026, an estimated $48.7K.
  • Goldman Sachs made up 0.59% of CFM Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • CFM Wealth Partners first reported a position in Goldman Sachs in Q1 2022 and has held it in 18 quarters since.
  • 3,190 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.