CWM
GS icon

Chesapeake Wealth Management’s Goldman Sachs GS Stock Holding History

Chesapeake Wealth 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
Q2 		$287K Sell
284
-9
-3% -$8.78K 0.08% 143
2026
Q1 		$248K Sell
293
-21
-7% -$18.7K 0.08% 143
2025
Q4 		$276K Sell
314
-13
-4% -$10.6K 0.08% 136
2025
Q3 		$260K Hold
327
– – 0.08% 146
2025
Q2 		$231K Buy
+327
New +$189K 0.08% 151
2025
Q1 		– Sell
-363
Closed -$208K – 158
2024
Q4 		$208K Buy
+363
New +$202K 0.07% 156
2024
Q3 		– Sell
-445
Closed -$201K – 159
2024
Q2 		$201K Buy
+445
New +$195K 0.07% 155
2022
Q2 		– Sell
-613
Closed -$202K – 172
2022
Q1 		$202K Sell
613
-40
-6% -$14.1K 0.07% 184
2021
Q4 		$250K Sell
653
-10
-2% -$3.96K 0.08% 178
2021
Q3 		$251K Sell
663
-90
-12% -$35.1K 0.09% 185
2021
Q2 		$286K Sell
753
-10
-1% -$3.58K 0.09% 184
2021
Q1 		$250K Hold
763
– – 0.08% 202
2020
Q4 		$201K Buy
+763
New +$170K 0.07% 206
2019
Q1 		– Sell
-2,589
Closed -$432K – 185
2018
Q4 		$432K Buy
2,589
+380
+17% +$76.7K 0.21% 114
2018
Q3 		$495K Buy
+2,209
New +$514K 0.22% 108

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Chesapeake Wealth Management's GS Position: Q2 2026 in Review

Chesapeake Wealth Management reduced its Goldman Sachs (GS) stake by 3.1% in Q2 2026, selling an estimated $8.78K and leaving 284 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #143.

Chesapeake Wealth Management first reported a position in GS in Q3 2018 and has held it in 15 quarters since. The position peaked at $495K in Q3 2018. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Chesapeake Wealth Management held 284 shares of Goldman Sachs worth $287K as of Q2 2026.
  • Chesapeake Wealth Management sold 9 Goldman Sachs shares in Q2 2026, an estimated $8.78K.
  • Goldman Sachs made up 0.08% of Chesapeake Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Chesapeake Wealth Management first reported a position in Goldman Sachs in Q3 2018 and has held it in 15 quarters since.
  • Chesapeake Wealth Management's Goldman Sachs position peaked at $495K in Q3 2018.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.