Concord Asset Management (Virginia)’s Goldman Sachs GS Stock Holding History

Concord Asset Management (Virginia)’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	$4.57M	Sell	5,404 -386	-7%	-$344K	0.77%	29
2025 Q4	$5.09M	Buy	5,790 +81	+1%	+$66.1K	0.88%	25
2025 Q3	$4.55M	Buy	5,709 +262	+5%	+$194K	0.83%	25
2025 Q2	$3.86M	Sell	5,447 -14	-0.3%	-$8.11K	0.58%	38
2025 Q1	$2.89M	Buy	5,461 +662	+14%	+$398K	0.64%	39
2024 Q4	$2.75M	Buy	4,799 +455	+10%	+$254K	0.6%	45
2024 Q3	$2.15M	Buy	4,344 +640	+17%	+$313K	0.49%	55
2024 Q2	$1.68M	Buy	3,704 +829	+29%	+$364K	0.42%	57
2024 Q1	$1.2M	Buy	2,875 +167	+6%	+$64.8K	0.32%	69
2023 Q4	$1.04M	Buy	2,708 +519	+24%	+$173K	0.31%	69
2023 Q3	$708K	Buy	2,189 +518	+31%	+$173K	0.24%	71
2023 Q2	$539K	Buy	1,671 +354	+27%	+$116K	0.19%	67
2023 Q1	$431K	Buy	+1,317	New	+$458K	0.18%	63

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

Concord Asset Management (Virginia)'s GS Position: Q1 2026 in Review

Concord Asset Management (Virginia) reduced its Goldman Sachs (GS) stake by 6.7% in Q1 2026, selling an estimated $344K and leaving 5,404 shares worth $4.57M. The position accounts for 0.77% of the portfolio, ranked #29.

Concord Asset Management (Virginia) first reported a position in GS in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.09M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Concord Asset Management (Virginia) held 5,404 shares of Goldman Sachs worth $4.57M as of Q1 2026.
Concord Asset Management (Virginia) sold 386 Goldman Sachs shares in Q1 2026, an estimated $344K.
Goldman Sachs made up 0.77% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #29 holding.
Concord Asset Management (Virginia) first reported a position in Goldman Sachs in Q1 2023 and has held it in 13 quarters since.
Concord Asset Management (Virginia)'s Goldman Sachs position peaked at $5.09M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.