M3 Advisory Group’s Goldman Sachs GS Stock Holding History

M3 Advisory Group’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	$356K	Sell	352 -12	-3%	-$11.7K	0.18%	92
2026 Q1	$308K	Sell	364 -129	-26%	-$115K	0.19%	90
2025 Q4	$433K	Sell	493 -40	-8%	-$32.6K	0.26%	70
2025 Q3	$424K	Sell	533 -37	-6%	-$27.4K	0.26%	70
2025 Q2	$403K	Sell	570 -29	-5%	-$16.8K	0.28%	71
2025 Q1	$327K	Buy	599 +37	+7%	+$22.3K	0.26%	82
2024 Q4	$322K	Sell	562 -2	-0.4%	-$1.12K	0.23%	89
2024 Q3	$279K	Buy	564 +21	+4%	+$10.3K	0.21%	109
2024 Q2	$246K	Buy	+543	New	+$238K	0.2%	111

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

M3 Advisory Group's GS Position: Q2 2026 in Review

M3 Advisory Group reduced its Goldman Sachs (GS) stake by 3.3% in Q2 2026, selling an estimated $11.7K and leaving 352 shares worth $356K. The position accounts for 0.18% of the portfolio, ranked #92.

M3 Advisory Group first reported a position in GS in Q2 2024 and has held it in 9 quarters since. The position peaked at $433K in Q4 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

M3 Advisory Group held 352 shares of Goldman Sachs worth $356K as of Q2 2026.
M3 Advisory Group sold 12 Goldman Sachs shares in Q2 2026, an estimated $11.7K.
Goldman Sachs made up 0.18% of M3 Advisory Group's portfolio in Q2 2026, its #92 holding.
M3 Advisory Group first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
M3 Advisory Group's Goldman Sachs position peaked at $433K in Q4 2025.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.