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Duncan Williams Asset Management’s Goldman Sachs GS Stock Holding History

Duncan Williams Asset 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
Q1 		$909K Buy
1,075
+2
+0.2% +$1.78K 0.25% 61
2025
Q4 		$980K Buy
1,073
+4
+0.4% +$3.26K 0.24% 62
2025
Q3 		$851K Sell
1,069
-14
-1% -$10.4K 0.24% 69
2025
Q2 		$767K Buy
1,083
+13
+1% +$7.53K 0.24% 65
2025
Q1 		$584K Buy
1,070
+1
+0.1% +$602 0.21% 74
2024
Q4 		$612K Buy
+1,069
New +$596K 0.24% 76

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

Duncan Williams Asset Management's GS Position: Q1 2026 in Review

Duncan Williams Asset Management increased its Goldman Sachs (GS) stake by 0.19% in Q1 2026, buying an estimated $1.78K and bringing the position to 1,075 shares worth $909K. The position accounts for 0.25% of the portfolio, ranked #61.

Duncan Williams Asset Management first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $980K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Duncan Williams Asset Management held 1,075 shares of Goldman Sachs worth $909K as of Q1 2026.
  • Duncan Williams Asset Management bought 2 Goldman Sachs shares in Q1 2026, an estimated $1.78K.
  • Goldman Sachs made up 0.25% of Duncan Williams Asset Management's portfolio in Q1 2026, its #61 holding.
  • Duncan Williams Asset Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Duncan Williams Asset Management's Goldman Sachs position peaked at $980K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.