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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return