L.J. Altfest & Co’s Goldman Sachs GS Stock Holding History

L.J. Altfest & 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	–	Sell	-478	Closed	-$420K	–	349
2025 Q4	$420K	Hold	478	–	–	0.05%	245
2025 Q3	$381K	Sell	478 -10	-2%	-$7.41K	0.04%	253
2025 Q2	$345K	Buy	488 +9	+2%	+$5.21K	0.04%	268
2025 Q1	$262K	Sell	479 -5	-1%	-$3.01K	0.03%	290
2024 Q4	$277K	Sell	484 -2	-0.4%	-$1.12K	0.04%	280
2024 Q3	$241K	Sell	486 -77	-14%	-$37.7K	0.03%	300
2024 Q2	$255K	Buy	563 +52	+10%	+$22.8K	0.03%	273
2024 Q1	$213K	Buy	+511	New	+$198K	0.03%	296
2022 Q1	–	Sell	-524	Closed	-$200K	–	266
2021 Q4	$200K	Buy	+524	New	+$207K	0.04%	240
2020 Q3	–	Sell	-2,583	Closed	-$510K	–	237
2020 Q2	$510K	Buy	+2,583	New	+$485K	0.15%	108
2019 Q2	–	Sell	-2,105	Closed	-$404K	–	192
2019 Q1	$404K	Sell	2,105 -8	-0.4%	-$1.54K	0.1%	118
2018 Q4	$353K	Buy	2,113 +38	+2%	+$7.67K	0.1%	107
2018 Q3	$465K	Buy	+2,075	New	+$483K	0.14%	110
2015 Q1	–	Sell	-28,283	Closed	-$128K	–	107
2014 Q4	$128K	Hold	28,283	–	–	0.1%	112
2014 Q3	$106K	Buy	+28,283	New	+$4.97M	0.1%	66

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

L.J. Altfest & Co's GS Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 478 shares — an estimated $420K sold.

L.J. Altfest & Co first reported a position in GS in Q3 2014 and held it in 15 quarters. The position peaked at $510K in Q2 2020. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

L.J. Altfest & Co reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
L.J. Altfest & Co sold 478 Goldman Sachs shares in Q1 2026, an estimated $420K.
L.J. Altfest & Co first reported a position in Goldman Sachs in Q3 2014 and held it in 15 quarters.
L.J. Altfest & Co's Goldman Sachs position peaked at $510K in Q2 2020.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.