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FSM Wealth Advisors’s Goldman Sachs GS Stock Holding History

FSM Wealth 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 		$712K Buy
704
+63
+10% +$61.4K 0.08% 145
2026
Q1 		$542K Buy
641
+15
+2% +$13.4K 0.07% 157
2025
Q4 		$550K Buy
626
+103
+20% +$84K 0.08% 153
2025
Q3 		$416K Buy
523
+68
+15% +$50.4K 0.06% 194
2025
Q2 		$323K Buy
455
+63
+16% +$36.5K 0.05% 206
2025
Q1 		$214K Sell
392
-37
-9% -$22.3K 0.05% 195
2024
Q4 		$263K Buy
429
+19
+5% +$10.6K 0.06% 148
2024
Q3 		$203K Buy
+410
New +$201K 0.05% 187

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

FSM Wealth Advisors's GS Position: Q2 2026 in Review

FSM Wealth Advisors increased its Goldman Sachs (GS) stake by 9.8% in Q2 2026, buying an estimated $61.4K and bringing the position to 704 shares worth $712K. The position accounts for 0.08% of the portfolio, ranked #145.

FSM Wealth Advisors first reported a position in GS in Q3 2024 and has held it in 8 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • FSM Wealth Advisors held 704 shares of Goldman Sachs worth $712K as of Q2 2026.
  • FSM Wealth Advisors bought 63 Goldman Sachs shares in Q2 2026, an estimated $61.4K.
  • Goldman Sachs made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • FSM Wealth Advisors first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.