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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
Q2 		$4.24M Buy
4,190
+569
+16% +$555K 0.49% 37
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
– – 0.28% 63
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

LM Advisors's GS Position: Q2 2026 in Review

LM Advisors increased its Goldman Sachs (GS) stake by 16% in Q2 2026, buying an estimated $555K and bringing the position to 4,190 shares worth $4.24M. The position accounts for 0.49% of the portfolio, ranked #37.

LM Advisors first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • LM Advisors held 4,190 shares of Goldman Sachs worth $4.24M as of Q2 2026.
  • LM Advisors bought 569 Goldman Sachs shares in Q2 2026, an estimated $555K.
  • Goldman Sachs made up 0.49% of LM Advisors's portfolio in Q2 2026, its #37 holding.
  • LM Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.