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HFM Investment Advisors’s Goldman Sachs GS Stock Holding History

HFM 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 		$13.5K Sell
16
-9
-36% -$8.03K 0.01% 106
2025
Q4 		$22K Buy
25
+9
+56% +$7.34K 0.01% 91
2025
Q3 		$12.7K Hold
16
– – 0.01% 74
2025
Q2 		$11.3K Buy
16
+3
+23% +$1.74K 0.01% 80
2025
Q1 		$7.1K Buy
+13
New +$7.82K ﹤0.01% 91

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

HFM Investment Advisors's GS Position: Q1 2026 in Review

HFM Investment Advisors reduced its Goldman Sachs (GS) stake by 36% in Q1 2026, selling an estimated $8.03K and leaving 16 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #106.

HFM Investment Advisors first reported a position in GS in Q1 2025 and has held it in 5 quarters since. The position peaked at $22K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • HFM Investment Advisors held 16 shares of Goldman Sachs worth $13.5K as of Q1 2026.
  • HFM Investment Advisors sold 9 Goldman Sachs shares in Q1 2026, an estimated $8.03K.
  • Goldman Sachs made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #106 holding.
  • HFM Investment Advisors first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Goldman Sachs position peaked at $22K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.