LM Advisors’s Goldman Sachs GS Stock Holding History

LM 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	$4.29K	Buy	3,621 +96	+3%	+$85.6K	0.07%	136
2025 Q4	$4.01K	Sell	3,525 -497	-12%	-$406K	0.07%	135
2025 Q3	$3.2M	Sell	4,022 -14	-0.3%	-$10.4K	0.46%	45
2025 Q2	$2.86M	Buy	4,036 +58	+1%	+$33.6K	0.37%	44
2025 Q1	$2.17M	Buy	3,978 +406	+11%	+$244K	0.39%	51
2024 Q4	$2.04M	Buy	3,572 +199	+6%	+$111K	0.37%	51
2024 Q3	$1.67M	Sell	3,373 -200	-6%	-$97.8K	0.34%	56
2024 Q2	$1.62M	Hold	3,573	–	–	﹤0.01%	77
2024 Q1	$1.49M	Sell	3,573 -75	-2%	-$29.1K	0.24%	76
2023 Q4	$1.41M	Buy	+3,648	New	+$1.22M	0.28%	65

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

LM Advisors's GS Position: Q1 2026 in Review

LM Advisors increased its Goldman Sachs (GS) stake by 2.7% in Q1 2026, buying an estimated $85.6K and bringing the position to 3,621 shares worth $4.29K. The position accounts for 0.07% of the portfolio, ranked #136.

LM Advisors first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.2M in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

LM Advisors held 3,621 shares of Goldman Sachs worth $4.29K as of Q1 2026.
LM Advisors bought 96 Goldman Sachs shares in Q1 2026, an estimated $85.6K.
Goldman Sachs made up 0.07% of LM Advisors's portfolio in Q1 2026, its #136 holding.
LM Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
LM Advisors's Goldman Sachs position peaked at $3.2M in Q3 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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