IMA Advisory Services’s Goldman Sachs GS Stock Holding History

IMA Advisory Services’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	$16.9K	Hold	20	–	–	﹤0.01%	303
2025 Q4	$17.6K	Buy	20 +17	+567%	+$13.9K	﹤0.01%	309
2025 Q3	$2.39K	Hold	3	–	–	﹤0.01%	342
2025 Q2	$2.12K	Buy	+3	New	+$1.74K	﹤0.01%	336
2020 Q3	–	Sell	-8	Closed	-$2K	–	299
2020 Q2	$2K	Sell	8 -30	-79%	-$5.63K	﹤0.01%	238
2020 Q1	$6K	Sell	38 -404	-91%	-$85.8K	﹤0.01%	221
2019 Q4	$102K	Sell	442 -322	-42%	-$69.9K	0.04%	127
2019 Q3	$158K	Sell	764 -12,464	-94%	-$2.61M	0.06%	114
2019 Q2	$2.71M	Buy	13,228 +376	+3%	+$74.4K	1.01%	40
2019 Q1	$2.47M	Buy	12,852 +6,467	+101%	+$1.25M	0.96%	43
2018 Q4	$1.07M	Sell	6,385 -4,705	-42%	-$949K	0.5%	68
2018 Q3	$2.49M	Sell	11,090 -57	-0.5%	-$13.3K	0.97%	34
2018 Q2	$2.46M	Sell	11,147 -36	-0.3%	-$8.59K	1.02%	35
2018 Q1	$2.82M	Buy	11,183 +339	+3%	+$88.3K	1.25%	23
2017 Q4	$2.76M	Buy	10,844 +4,080	+60%	+$1M	1.24%	23
2017 Q3	$1.6M	Buy	6,764 +116	+2%	+$26.2K	0.74%	52
2017 Q2	$1.48M	Buy	+6,648	New	+$1.48M	0.71%	51

Other funds holding GS

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IMA Advisory Services's GS Position: Q1 2026 in Review

IMA Advisory Services held its Goldman Sachs (GS) position steady in Q1 2026 at 20 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

IMA Advisory Services first reported a position in GS in Q2 2017 and has held it in 17 quarters since. The position peaked at $2.82M in Q1 2018. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

IMA Advisory Services held 20 shares of Goldman Sachs worth $16.9K as of Q1 2026.
IMA Advisory Services left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #303 holding.
IMA Advisory Services first reported a position in Goldman Sachs in Q2 2017 and has held it in 17 quarters since.
IMA Advisory Services's Goldman Sachs position peaked at $2.82M in Q1 2018.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.