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LRI Investments’s Goldman Sachs GS Stock Holding History

LRI Investments’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 		$1.29M Buy
1,275
+41
+3% +$40K 0.1% 108
2026
Q1 		$1.04M Sell
1,234
-29
-2% -$25.9K 0.09% 107
2025
Q4 		$1.11M Sell
1,263
-209
-14% -$171K 0.09% 106
2025
Q3 		$1.17M Sell
1,472
-111
-7% -$82.3K 0.1% 104
2025
Q2 		$1.12M Buy
1,583
+165
+12% +$95.6K 0.1% 98
2025
Q1 		$775K Sell
1,418
-205
-13% -$123K 0.07% 124
2024
Q4 		$929K Buy
1,623
+70
+5% +$39K 0.09% 85
2024
Q3 		$914K Sell
1,553
-75
-5% -$36.7K 0.09% 93
2024
Q2 		$736K Buy
1,628
+1,436
+748% +$630K 0.08% 86
2024
Q1 		$80.2K Buy
+192
New +$74.5K 0.02% 227

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

LRI Investments's GS Position: Q2 2026 in Review

LRI Investments increased its Goldman Sachs (GS) stake by 3.3% in Q2 2026, buying an estimated $40K and bringing the position to 1,275 shares worth $1.29M. The position accounts for 0.1% of the portfolio, ranked #108.

LRI Investments first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • LRI Investments held 1,275 shares of Goldman Sachs worth $1.29M as of Q2 2026.
  • LRI Investments bought 41 Goldman Sachs shares in Q2 2026, an estimated $40K.
  • Goldman Sachs made up 0.1% of LRI Investments's portfolio in Q2 2026, its #108 holding.
  • LRI Investments first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.