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Liberty One Investment Management’s Goldman Sachs GS Stock Holding History

Liberty One Investment Management’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 		$6.36M Buy
7,522
+1,749
+30% +$1.56M 0.66% 33
2025
Q4 		$5.07M Sell
5,773
-5,848
-50% -$4.77M 0.65% 34
2025
Q3 		$9.25M Buy
11,621
+2,463
+27% +$1.83M 0.52% 32
2025
Q2 		$6.48M Sell
9,158
-1,141
-11% -$661K 0.66% 32
2025
Q1 		$5.63M Buy
10,299
+508
+5% +$306K 0.57% 35
2024
Q4 		$5.61M Buy
9,791
+226
+2% +$126K 0.61% 37
2024
Q3 		$4.74M Buy
9,565
+377
+4% +$184K 0.48% 44
2024
Q2 		$4.16M Buy
9,188
+14
+0.2% +$6.14K 0.47% 43
2024
Q1 		$3.83M Buy
9,174
+487
+6% +$189K 0.43% 47
2023
Q4 		$3.35M Buy
8,687
+500
+6% +$167K 0.41% 44
2023
Q3 		$2.65M Buy
8,187
+497
+6% +$166K 0.38% 48
2023
Q2 		$2.48M Buy
7,690
+408
+6% +$134K 0.32% 58
2023
Q1 		$2.38M Buy
7,282
+615
+9% +$214K 0.32% 57
2022
Q4 		$2.29M Buy
6,667
+351
+6% +$122K 0.33% 54
2022
Q3 		$1.85M Buy
6,316
+326
+5% +$106K 0.3% 59
2022
Q2 		$2.27M Buy
5,990
+179
+3% +$55.7K 0.39% 41
2022
Q1 		$1.92M Buy
5,811
+180
+3% +$63.6K 0.29% 61
2021
Q4 		$2.15M Sell
5,631
-33
-0.6% -$13.1K 0.32% 50
2021
Q3 		$2.14M Sell
5,664
-326
-5% -$127K 0.37% 41
2021
Q2 		$2.27M Sell
5,990
-139
-2% -$49.7K 0.38% 41
2021
Q1 		$2M Sell
6,129
-168
-3% -$52.3K 0.36% 43
2020
Q4 		$1.66M Buy
6,297
+353
+6% +$78.6K 0.31% 44
2020
Q3 		$1.2M Buy
5,944
+223
+4% +$45.4K 0.24% 56
2020
Q2 		$1.13M Buy
5,721
+228
+4% +$42.8K 0.25% 55
2020
Q1 		$849K Buy
5,493
+170
+3% +$36.1K 0.22% 68
2019
Q4 		$1.22M Buy
+5,323
New +$1.16M 0.26% 57

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

Liberty One Investment Management's GS Position: Q1 2026 in Review

Liberty One Investment Management increased its Goldman Sachs (GS) stake by 30% in Q1 2026, buying an estimated $1.56M and bringing the position to 7,522 shares worth $6.36M. The position accounts for 0.66% of the portfolio, ranked #33.

Liberty One Investment Management first reported a position in GS in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.25M in Q3 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Liberty One Investment Management held 7,522 shares of Goldman Sachs worth $6.36M as of Q1 2026.
  • Liberty One Investment Management bought 1,749 Goldman Sachs shares in Q1 2026, an estimated $1.56M.
  • Goldman Sachs made up 0.66% of Liberty One Investment Management's portfolio in Q1 2026, its #33 holding.
  • Liberty One Investment Management first reported a position in Goldman Sachs in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Goldman Sachs position peaked at $9.25M in Q3 2025.
  • 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.