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Lebenthal Global Advisors’s Goldman Sachs GS Stock Holding History

Lebenthal Global 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 		$1.13M Buy
1,330
+423
+47% +$377K 0.16% 98
2025
Q4 		$797K Buy
907
+125
+16% +$102K 0.12% 116
2025
Q3 		$623K Sell
782
-169
-18% -$125K 0.11% 130
2025
Q2 		$673K Sell
951
-201
-17% -$116K 0.13% 115
2025
Q1 		$629K Buy
1,152
+420
+57% +$253K 0.12% 113
2024
Q4 		$419K Sell
732
-460
-39% -$257K 0.08% 145
2024
Q3 		$590K Sell
1,192
-3
-0.3% -$1.47K 0.12% 110
2024
Q2 		$541K Sell
1,195
-195
-14% -$85.6K 0.12% 105
2024
Q1 		$581K Hold
1,390
– – 0.13% 100
2023
Q4 		$536K Sell
1,390
-131
-9% -$43.7K 0.12% 107
2023
Q3 		$492K Buy
1,521
+98
+7% +$32.7K 0.15% 80
2023
Q2 		$459K Sell
1,423
-398
-22% -$131K 0.13% 78
2023
Q1 		$596K Buy
1,821
+749
+70% +$261K 0.18% 61
2022
Q4 		$368K Sell
1,072
-332
-24% -$116K 0.12% 95
2022
Q3 		$411K Sell
1,404
-656
-32% -$213K 0.19% 70
2022
Q2 		$611K Sell
2,060
-341
-14% -$106K 0.3% 51
2022
Q1 		$792K Buy
2,401
+1,232
+105% +$435K 0.34% 46
2021
Q4 		$447K Buy
1,169
+2
+0.2% +$792 0.18% 90
2021
Q3 		$441K Sell
1,167
-3
-0.3% -$1.17K 0.28% 64
2021
Q2 		$444K Sell
1,170
-319
-21% -$114K 0.24% 85
2021
Q1 		$486K Hold
1,489
– – 0.3% 52
2020
Q4 		$392K Buy
+1,489
New +$331K 0.28% 47

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

Lebenthal Global Advisors's GS Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Goldman Sachs (GS) stake by 47% in Q1 2026, buying an estimated $377K and bringing the position to 1,330 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #98.

Lebenthal Global Advisors first reported a position in GS in Q4 2020 and has held it in 22 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Lebenthal Global Advisors held 1,330 shares of Goldman Sachs worth $1.13M as of Q1 2026.
  • Lebenthal Global Advisors bought 423 Goldman Sachs shares in Q1 2026, an estimated $377K.
  • Goldman Sachs made up 0.16% of Lebenthal Global Advisors's portfolio in Q1 2026, its #98 holding.
  • Lebenthal Global Advisors first reported a position in Goldman Sachs in Q4 2020 and has held it in 22 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.