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CSM Advisors’s Goldman Sachs GS Stock Holding History

CSM Advisors’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 		$37.5M Sell
37,079
-789
-2% -$769K 0.8% 28
2026
Q1 		$32M Sell
37,868
-5,184
-12% -$4.62M 0.79% 31
2025
Q4 		$37.8M Sell
43,052
-2,796
-6% -$2.28M 1.03% 26
2025
Q3 		$36.5M Sell
45,848
-29,444
-39% -$21.8M 1.02% 19
2025
Q2 		$53.3M Buy
75,292
+43,233
+135% +$25.1M 1.55% 6
2025
Q1 		$17.5M Sell
32,059
-580
-2% -$349K 0.96% 25
2024
Q4 		$18.7M Sell
32,639
-1,050
-3% -$586K 0.87% 25
2024
Q3 		$16.7M Sell
33,689
-1,284
-4% -$628K 1.09% 27
2024
Q2 		$15.8M Sell
34,973
-683
-2% -$300K 1.12% 23
2024
Q1 		$14.9M Buy
35,656
+75
+0.2% +$29.1K 0.98% 27
2023
Q4 		$13.7M Sell
35,581
-433
-1% -$145K 0.99% 25
2023
Q3 		$11.7M Sell
36,014
-590
-2% -$197K 1.01% 23
2023
Q2 		$11.8M Sell
36,604
-2,095
-5% -$689K 0.89% 31
2023
Q1 		$12.7M Buy
38,699
+2,120
+6% +$738K 1.09% 21
2022
Q4 		$12.6M Buy
36,579
+475
+1% +$165K 1.2% 20
2022
Q3 		$10.6M Sell
36,104
-3,530
-9% -$1.14M 1.16% 17
2022
Q2 		$11.8M Buy
39,634
+230
+0.6% +$71.6K 1.08% 20
2022
Q1 		$13M Sell
39,404
-5,460
-12% -$1.93M 0.89% 31
2021
Q4 		$17.2M Sell
44,864
-790
-2% -$313K 1.14% 23
2021
Q3 		$17.3M Sell
45,654
-610
-1% -$238K 1.27% 21
2021
Q2 		$17.6M Sell
46,264
-2,970
-6% -$1.06M 1.16% 24
2021
Q1 		$16.1M Buy
+49,234
New +$15.3M 2.26% 13

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

CSM Advisors's GS Position: Q2 2026 in Review

CSM Advisors reduced its Goldman Sachs (GS) stake by 2.1% in Q2 2026, selling an estimated $769K and leaving 37,079 shares worth $37.5M. The position accounts for 0.8% of the portfolio, ranked #28.

CSM Advisors first reported a position in GS in Q1 2021 and has held it in 22 quarters since. The position peaked at $53.3M in Q2 2025. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • CSM Advisors held 37,079 shares of Goldman Sachs worth $37.5M as of Q2 2026.
  • CSM Advisors sold 789 Goldman Sachs shares in Q2 2026, an estimated $769K.
  • Goldman Sachs made up 0.8% of CSM Advisors's portfolio in Q2 2026, its #28 holding.
  • CSM Advisors first reported a position in Goldman Sachs in Q1 2021 and has held it in 22 quarters since.
  • CSM Advisors's Goldman Sachs position peaked at $53.3M in Q2 2025.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.