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LJI Wealth Management’s Goldman Sachs GS Stock Holding History

LJI Wealth 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
Q2 		$327K Sell
323
-33
-9% -$32.2K 0.05% 148
2026
Q1 		$301K Buy
356
+15
+4% +$13.4K 0.05% 154
2025
Q4 		$300K Hold
341
– – 0.05% 158
2025
Q3 		$272K Hold
341
– – 0.05% 150
2025
Q2 		$241K Buy
+341
New +$198K 0.04% 164

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LJI Wealth Management's GS Position: Q2 2026 in Review

LJI Wealth Management reduced its Goldman Sachs (GS) stake by 9.3% in Q2 2026, selling an estimated $32.2K and leaving 323 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #148.

LJI Wealth Management first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • LJI Wealth Management held 323 shares of Goldman Sachs worth $327K as of Q2 2026.
  • LJI Wealth Management sold 33 Goldman Sachs shares in Q2 2026, an estimated $32.2K.
  • Goldman Sachs made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #148 holding.
  • LJI Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.