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LWM Advisory Services’s Goldman Sachs GS Stock Holding History

LWM Advisory Services’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
2025
Q2 		– Sell
-833
Closed -$455K – 96
2025
Q1 		$455K Buy
833
+65
+8% +$39.1K 0.32% 59
2024
Q4 		$440K Sell
768
-34
-4% -$19K 0.31% 56
2024
Q3 		$397K Sell
802
-85
-10% -$41.6K 0.29% 64
2024
Q2 		$401K Buy
887
+8
+0.9% +$3.51K 0.34% 54
2024
Q1 		$367K Buy
+879
New +$341K 0.29% 64

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LWM Advisory Services's GS Position: Q2 2025 in Review

LWM Advisory Services sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 833 shares — an estimated $455K sold.

LWM Advisory Services first reported a position in GS in Q1 2024 and held it in 5 quarters. The position peaked at $455K in Q1 2025. 2,601 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • LWM Advisory Services reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • LWM Advisory Services sold 833 Goldman Sachs shares in Q2 2025, an estimated $455K.
  • LWM Advisory Services first reported a position in Goldman Sachs in Q1 2024 and held it in 5 quarters.
  • LWM Advisory Services's Goldman Sachs position peaked at $455K in Q1 2025.
  • 2,601 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on LWM Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.