Kercheville Advisors’s Goldman Sachs GS Stock Holding History

Kercheville 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	$317K	Sell	375 -100	-21%	-$89.2K	0.1%	83
2025 Q4	$453K	Hold	475	–	–	0.12%	80
2025 Q3	$378K	Hold	475	–	–	0.11%	77
2025 Q2	$336K	Sell	475 -2,200	-82%	-$1.27M	0.12%	78
2025 Q1	$1.46M	Buy	2,675 +200	+8%	+$120K	0.6%	34
2024 Q4	$1.42M	Hold	2,475	–	–	0.55%	38
2024 Q3	$1.23M	Buy	2,475 +1,072	+76%	+$524K	0.52%	41
2024 Q2	$635K	Buy	+1,403	New	+$616K	0.28%	49
2023 Q1	–	Sell	-585	Closed	-$201K	–	77
2022 Q4	$201K	Buy	+585	New	+$204K	0.14%	72
2022 Q2	–	Sell	-6,544	Closed	-$2.16M	–	102
2022 Q1	$2.16M	Sell	6,544 -3,393	-34%	-$1.2M	1.02%	23
2021 Q4	$3.8M	Buy	9,937 +2,090	+27%	+$827K	1.66%	15
2021 Q3	$2.97M	Buy	7,847 +2,205	+39%	+$861K	1.41%	17
2021 Q2	$2.14M	Buy	5,642 +1,415	+33%	+$506K	0.99%	26
2021 Q1	$1.39M	Buy	4,227 +1,250	+42%	+$389K	0.69%	45
2020 Q4	$784K	Buy	+2,977	New	+$663K	0.43%	57

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

Kercheville Advisors's GS Position: Q1 2026 in Review

Kercheville Advisors reduced its Goldman Sachs (GS) stake by 21% in Q1 2026, selling an estimated $89.2K and leaving 375 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #83.

Kercheville Advisors first reported a position in GS in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.8M in Q4 2021. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Kercheville Advisors held 375 shares of Goldman Sachs worth $317K as of Q1 2026.
Kercheville Advisors sold 100 Goldman Sachs shares in Q1 2026, an estimated $89.2K.
Goldman Sachs made up 0.1% of Kercheville Advisors's portfolio in Q1 2026, its #83 holding.
Kercheville Advisors first reported a position in Goldman Sachs in Q4 2020 and has held it in 15 quarters since.
Kercheville Advisors's Goldman Sachs position peaked at $3.8M in Q4 2021.
2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.