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Joel Isaacson & Co’s Goldman Sachs GS Stock Holding History

Joel Isaacson & Co’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 		$8.37M Buy
9,899
+211
+2% +$188K 0.28% 46
2025
Q4 		$8.52M Sell
9,688
-53
-0.5% -$43.2K 0.28% 45
2025
Q3 		$7.76M Buy
9,741
+208
+2% +$154K 0.28% 47
2025
Q2 		$6.75M Buy
9,533
+351
+4% +$203K 0.27% 47
2025
Q1 		$5.02M Sell
9,182
-350
-4% -$211K 0.23% 48
2024
Q4 		$5.46M Buy
9,532
+217
+2% +$121K 0.25% 46
2024
Q3 		$4.61M Buy
9,315
+534
+6% +$261K 0.22% 48
2024
Q2 		$3.97M Sell
8,781
-374
-4% -$164K 0.21% 49
2024
Q1 		$3.82M Buy
9,155
+8
+0.1% +$3.1K 0.21% 49
2023
Q4 		$3.53M Sell
9,147
-353
-4% -$118K 0.22% 47
2023
Q3 		$3.07M Sell
9,500
-489
-5% -$163K 0.21% 47
2023
Q2 		$3.22M Sell
9,989
-2
-0% -$658 0.22% 48
2023
Q1 		$3.27M Sell
9,991
-149
-1% -$51.9K 0.23% 44
2022
Q4 		$3.48M Sell
10,140
-16
-0.2% -$5.57K 0.27% 41
2022
Q3 		$2.98M Buy
10,156
+426
+4% +$138K 0.26% 44
2022
Q2 		$2.89M Buy
9,730
+54
+0.6% +$16.8K 0.24% 43
2022
Q1 		$3.19M Buy
9,676
+54
+0.6% +$19.1K 0.23% 46
2021
Q4 		$3.68M Buy
9,622
+116
+1% +$45.9K 0.25% 45
2021
Q3 		$3.59M Buy
9,506
+142
+2% +$55.5K 0.27% 44
2021
Q2 		$3.55M Buy
9,364
+73
+0.8% +$26.1K 0.28% 42
2021
Q1 		$3.04M Buy
9,291
+548
+6% +$171K 0.27% 38
2020
Q4 		$2.31M Buy
8,743
+5
+0.1% +$1.11K 0.23% 44
2020
Q3 		$1.76M Buy
8,738
+148
+2% +$30.1K 0.23% 47
2020
Q2 		$1.7M Buy
8,590
+852
+11% +$160K 0.24% 46
2020
Q1 		$1.2M Buy
7,738
+360
+5% +$76.4K 0.21% 56
2019
Q4 		$1.7M Buy
7,378
+1,039
+16% +$225K 0.22% 45
2019
Q3 		$1.31M Sell
6,339
-3
-0% -$627 0.19% 53
2019
Q2 		$1.3M Sell
6,342
-11
-0.2% -$2.18K 0.19% 56
2019
Q1 		$1.22M Buy
6,353
+56
+0.9% +$10.8K 0.18% 70
2018
Q4 		$1.11M Buy
6,297
+83
+1% +$16.7K 0.18% 69
2018
Q3 		$1.39M Buy
6,214
+2
+0% +$465 0.22% 45
2018
Q2 		$1.37M Sell
6,212
-95
-2% -$22.7K 0.23% 47
2018
Q1 		$1.59M Hold
6,307
– – 0.28% 40
2017
Q4 		$1.61M Buy
6,307
+1
+0% +$245 0.28% 39
2017
Q3 		$1.5M Buy
6,306
+558
+10% +$126K 0.27% 41
2017
Q2 		$1.27M Buy
5,748
+102
+2% +$22.7K 0.24% 49
2017
Q1 		$1.3M Buy
5,646
+576
+11% +$139K 0.25% 44
2016
Q4 		$1.21M Sell
5,070
-214
-4% -$43.5K 0.24% 46
2016
Q3 		$852K Sell
5,284
-1,298
-20% -$211K 0.18% 55
2016
Q2 		$978K Buy
6,582
+1,902
+41% +$297K 0.21% 49
2016
Q1 		$735K Buy
4,680
+2
+0% +$309 0.16% 63
2015
Q4 		$843K Sell
4,678
-460
-9% -$85.5K 0.21% 53
2015
Q3 		$893K Sell
5,138
-9
-0.2% -$1.76K 0.24% 48
2015
Q2 		$1.07M Buy
5,147
+15
+0.3% +$3.06K 0.28% 44
2015
Q1 		$965K Buy
5,132
+68
+1% +$12.6K 0.24% 51
2014
Q4 		$982K Sell
5,064
-5
-0.1% -$940 0.26% 48
2014
Q3 		$930K Buy
5,069
+210
+4% +$36.9K 0.28% 46
2014
Q2 		$814K Buy
4,859
+82
+2% +$13.2K 0.25% 53
2014
Q1 		$783K Buy
4,777
+458
+11% +$77K 0.26% 50
2013
Q4 		$766K Buy
4,319
+1
+0% +$165 0.28% 46
2013
Q3 		$683K Sell
4,318
-79
-2% -$12.7K 0.28% 47
2013
Q2 		$665K Buy
+4,397
New +$671K 0.31% 43

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

Joel Isaacson & Co's GS Position: Q1 2026 in Review

Joel Isaacson & Co increased its Goldman Sachs (GS) stake by 2.2% in Q1 2026, buying an estimated $188K and bringing the position to 9,899 shares worth $8.37M. The position accounts for 0.28% of the portfolio, ranked #46.

Joel Isaacson & Co first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.52M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Joel Isaacson & Co held 9,899 shares of Goldman Sachs worth $8.37M as of Q1 2026.
  • Joel Isaacson & Co bought 211 Goldman Sachs shares in Q1 2026, an estimated $188K.
  • Goldman Sachs made up 0.28% of Joel Isaacson & Co's portfolio in Q1 2026, its #46 holding.
  • Joel Isaacson & Co first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
  • Joel Isaacson & Co's Goldman Sachs position peaked at $8.52M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.