Jamison Private Wealth Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.8M Buy
13,622
+210
+2% +$205K 1.39% 20
2026
Q1
$11.3M Buy
13,412
+167
+1% +$149K 1.38% 23
2025
Q4
$11.6M Buy
13,245
+216
+2% +$176K 1.41% 21
2025
Q3
$10.4M Buy
13,029
+438
+3% +$325K 1.31% 24
2025
Q2
$8.91M Buy
12,591
+310
+3% +$180K 1.28% 27
2025
Q1
$6.71M Buy
12,281
+332
+3% +$200K 1.02% 34
2024
Q4
$6.84M Buy
11,949
+785
+7% +$438K 1.01% 33
2024
Q3
$5.53M Buy
11,164
+719
+7% +$352K 0.84% 41
2024
Q2
$4.72M Buy
10,445
+40
+0.4% +$17.6K 0.79% 40
2024
Q1
$4.35M Buy
10,405
+218
+2% +$84.6K 0.73% 45
2023
Q4
$3.93M Buy
10,187
+12
+0.1% +$4K 0.74% 47
2023
Q3
$3.29M Buy
+10,175
New +$3.4M 0.68% 49

Other funds holding GS

Jamison Private Wealth Management's GS Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Goldman Sachs (GS) stake by 1.6% in Q2 2026, buying an estimated $205K and bringing the position to 13,622 shares worth $13.8M. The position accounts for 1.39% of the portfolio, ranked #20.

Jamison Private Wealth Management first reported a position in GS in Q3 2023 and has held it in 12 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Jamison Private Wealth Management held 13,622 shares of Goldman Sachs worth $13.8M as of Q2 2026.
  • Jamison Private Wealth Management bought 210 Goldman Sachs shares in Q2 2026, an estimated $205K.
  • Goldman Sachs made up 1.39% of Jamison Private Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Jamison Private Wealth Management first reported a position in Goldman Sachs in Q3 2023 and has held it in 12 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.