GWM
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Gibbs Wealth Management’s Factset FDS Stock Holding History

Gibbs Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$546K Buy
+2,517
New +$587K 0.07% 267
2025
Q4 		– Sell
-1,861
Closed -$533K – 334
2025
Q3 		$533K Sell
1,861
-367
-16% -$140K 0.12% 202
2025
Q2 		$997K Buy
2,228
+375
+20% +$164K 0.19% 126
2025
Q1 		$842K Buy
1,853
+367
+25% +$167K 0.2% 114
2024
Q4 		$714K Buy
1,486
+300
+25% +$143K 0.19% 115
2024
Q3 		$545K Buy
1,186
+427
+56% +$181K 0.18% 137
2024
Q2 		$310K Buy
759
+301
+66% +$128K 0.13% 180
2024
Q1 		$208K Buy
+458
New +$214K 0.12% 186

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gibbs Wealth Management's FDS Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Factset (FDS) in Q1 2026: 2,517 shares worth $546K. The stake represents 0.07% of the portfolio and ranks #267 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in FDS as recently as Q3 2025.

Gibbs Wealth Management first reported a position in FDS in Q1 2024 and has held it in 8 quarters since. The position peaked at $997K in Q2 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Gibbs Wealth Management held 2,517 shares of Factset worth $546K as of Q1 2026.
  • Factset was a new Gibbs Wealth Management position in Q1 2026.
  • Factset made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #267 holding.
  • Gibbs Wealth Management first reported a position in Factset in Q1 2024 and has held it in 8 quarters since.
  • Gibbs Wealth Management's Factset position peaked at $997K in Q2 2025.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.