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Dumont & Blake Investment Advisors’s Goldman Sachs GS Stock Holding History

Dumont & Blake Investment 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
Q1 		$1.8M Sell
2,132
-76
-3% -$67.8K 0.45% 61
2025
Q4 		$1.94M Sell
2,208
-17
-0.8% -$13.9K 0.47% 61
2025
Q3 		$1.77M Sell
2,225
-16
-0.7% -$11.9K 0.43% 64
2025
Q2 		$1.59M Buy
2,241
+15
+0.7% +$8.69K 0.41% 69
2025
Q1 		$1.22M Sell
2,226
-15
-0.7% -$9.03K 0.34% 75
2024
Q4 		$1.28M Sell
2,241
-3
-0.1% -$1.67K 0.34% 72
2024
Q3 		$1.11M Sell
2,244
-2,270
-50% -$1.11M 0.3% 85
2024
Q2 		$2.04M Buy
4,514
+2,255
+100% +$990K 0.29% 87
2024
Q1 		$944K Buy
2,259
+25
+1% +$9.7K 0.27% 94
2023
Q4 		$862K Sell
2,234
-60
-3% -$20K 0.27% 96
2023
Q3 		$742K Buy
2,294
+1
+0% +$334 0.25% 102
2023
Q2 		$740K Buy
2,293
+13
+0.6% +$4.27K 0.24% 102
2023
Q1 		$746K Sell
2,280
-20
-0.9% -$6.96K 0.25% 101
2022
Q4 		$790K Sell
2,300
-5
-0.2% -$1.74K 0.28% 95
2022
Q3 		$675K Sell
2,305
-74
-3% -$24K 0.25% 99
2022
Q2 		$707K Buy
2,379
+10
+0.4% +$3.11K 0.23% 110
2022
Q1 		$782K Buy
2,369
+15
+0.6% +$5.3K 0.21% 120
2021
Q4 		$901K Buy
2,354
+80
+4% +$31.7K 0.23% 113
2021
Q3 		$860K Buy
2,274
+20
+0.9% +$7.81K 0.25% 105
2021
Q2 		$855K Buy
2,254
+29
+1% +$10.4K 0.24% 107
2021
Q1 		$728K Sell
2,225
-10
-0.4% -$3.11K 0.22% 113
2020
Q4 		$589K Sell
2,235
-39
-2% -$8.68K 0.2% 118
2020
Q3 		$457K Buy
2,274
+10
+0.4% +$2.04K 0.17% 118
2020
Q2 		$447K Buy
2,264
+24
+1% +$4.5K 0.19% 120
2020
Q1 		$346K Hold
2,240
– – 0.18% 123
2019
Q4 		$515K Hold
2,240
– – 0.2% 124
2019
Q3 		$464K Buy
2,240
+10
+0.4% +$2.09K 0.2% 125
2019
Q2 		$456K Buy
2,230
+20
+0.9% +$3.96K 0.19% 126
2019
Q1 		$424K Buy
2,210
+5
+0.2% +$965 0.18% 128
2018
Q4 		$368K Sell
2,205
-1,190
-35% -$240K 0.17% 132
2018
Q3 		$761K Buy
3,395
+110
+3% +$25.6K 0.3% 109
2018
Q2 		$725K Buy
3,285
+2,335
+246% +$557K 0.3% 108
2018
Q1 		$239K Hold
950
– – 0.1% 155
2017
Q4 		$242K Hold
950
– – 0.1% 155
2017
Q3 		$225K Hold
950
– – 0.1% 157
2017
Q2 		$211K Buy
950
+10
+1% +$2.22K 0.09% 162
2017
Q1 		$216K Sell
940
-86
-8% -$20.8K 0.1% 156
2016
Q4 		$246K Buy
+1,026
New +$208K 0.12% 149
2015
Q3 		– Sell
-1,072
Closed -$224K – 171
2015
Q2 		$224K Hold
1,072
– – 0.11% 135
2015
Q1 		$202K Hold
1,072
– – 0.1% 142
2014
Q4 		$208K Buy
+1,072
New +$201K 0.1% 137

Other funds holding GS

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

Dumont & Blake Investment Advisors's GS Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Goldman Sachs (GS) stake by 3.4% in Q1 2026, selling an estimated $67.8K and leaving 2,132 shares worth $1.8M. The position accounts for 0.45% of the portfolio, ranked #61.

Dumont & Blake Investment Advisors first reported a position in GS in Q4 2014 and has held it in 41 quarters since. The position peaked at $2.04M in Q2 2024. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Dumont & Blake Investment Advisors held 2,132 shares of Goldman Sachs worth $1.8M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 76 Goldman Sachs shares in Q1 2026, an estimated $67.8K.
  • Goldman Sachs made up 0.45% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #61 holding.
  • Dumont & Blake Investment Advisors first reported a position in Goldman Sachs in Q4 2014 and has held it in 41 quarters since.
  • Dumont & Blake Investment Advisors's Goldman Sachs position peaked at $2.04M in Q2 2024.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.