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Lake Street Private Wealth’s Goldman Sachs GS Stock Holding History

Lake Street Private Wealth’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 		$9.2M Buy
10,875
+161
+2% +$144K 1.17% 21
2025
Q4 		$9.42M Buy
10,714
+188
+2% +$153K 1.15% 21
2025
Q3 		$8.38M Buy
10,526
+110
+1% +$81.5K 1.08% 22
2025
Q2 		$7.37M Sell
10,416
-16
-0.2% -$9.27K 1.05% 24
2025
Q1 		$5.7M Buy
10,432
+225
+2% +$135K 0.93% 28
2024
Q4 		$5.84M Buy
10,207
+425
+4% +$237K 0.93% 28
2024
Q3 		$4.84M Sell
9,782
-469
-5% -$229K 0.78% 35
2024
Q2 		$4.64M Sell
10,251
-279
-3% -$122K 0.6% 43
2024
Q1 		$4.4M Buy
10,530
+1,021
+11% +$396K 0.61% 45
2023
Q4 		$3.67M Buy
9,509
+74
+0.8% +$24.7K 0.58% 46
2023
Q3 		$3.07M Buy
9,435
+264
+3% +$88.2K 0.55% 49
2023
Q2 		$2.96M Sell
9,171
-88
-1% -$28.9K 0.52% 58
2023
Q1 		$3.03M Sell
9,259
-681
-7% -$237K 0.57% 49
2022
Q4 		$3.41M Sell
9,940
-219
-2% -$76.2K 0.71% 37
2022
Q3 		$2.98M Sell
10,159
-524
-5% -$170K 0.68% 39
2022
Q2 		$3.17M Buy
10,683
+358
+3% +$111K 0.67% 42
2022
Q1 		$3.41M Buy
10,325
+548
+6% +$194K 0.61% 42
2021
Q4 		$3.74M Buy
9,777
+1,117
+13% +$442K 0.66% 37
2021
Q3 		$3.27M Buy
8,660
+398
+5% +$155K 0.8% 36
2021
Q2 		$3.1M Buy
8,262
+147
+2% +$52.6K 0.79% 38
2021
Q1 		$2.65M Sell
8,115
-532
-6% -$166K 0.73% 40
2020
Q4 		$2.28M Sell
8,647
-161
-2% -$35.8K 0.66% 45
2020
Q3 		$1.77M Sell
8,808
-81
-0.9% -$16.5K 0.59% 50
2020
Q2 		$1.76M Buy
+8,889
New +$1.67M 0.65% 51
2020
Q1 		– Sell
-1,175
Closed -$270K – 152
2019
Q4 		$270K Buy
1,175
+175
+18% +$38K 0.1% 147
2019
Q3 		$207K Buy
+1,000
New +$209K 0.09% 146

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

Lake Street Private Wealth's GS Position: Q1 2026 in Review

Lake Street Private Wealth increased its Goldman Sachs (GS) stake by 1.5% in Q1 2026, buying an estimated $144K and bringing the position to 10,875 shares worth $9.2M. The position accounts for 1.17% of the portfolio, ranked #21.

Lake Street Private Wealth first reported a position in GS in Q3 2019 and has held it in 26 quarters since. The position peaked at $9.42M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Lake Street Private Wealth held 10,875 shares of Goldman Sachs worth $9.2M as of Q1 2026.
  • Lake Street Private Wealth bought 161 Goldman Sachs shares in Q1 2026, an estimated $144K.
  • Goldman Sachs made up 1.17% of Lake Street Private Wealth's portfolio in Q1 2026, its #21 holding.
  • Lake Street Private Wealth first reported a position in Goldman Sachs in Q3 2019 and has held it in 26 quarters since.
  • Lake Street Private Wealth's Goldman Sachs position peaked at $9.42M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.