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 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 $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

M3 Advisory Group's GS Position: Q1 2026 in Review

M3 Advisory Group reduced its Goldman Sachs (GS) stake by 26% in Q1 2026, selling an estimated $115K and leaving 364 shares worth $308K. The position accounts for 0.19% of the portfolio, ranked #90.

M3 Advisory Group first reported a position in GS in Q2 2024 and has held it in 8 quarters since. The position peaked at $433K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

M3 Advisory Group held 364 shares of Goldman Sachs worth $308K as of Q1 2026.
M3 Advisory Group sold 129 Goldman Sachs shares in Q1 2026, an estimated $115K.
Goldman Sachs made up 0.19% of M3 Advisory Group's portfolio in Q1 2026, its #90 holding.
M3 Advisory Group first reported a position in Goldman Sachs in Q2 2024 and has held it in 8 quarters since.
M3 Advisory Group's Goldman Sachs position peaked at $433K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.