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Marietta Wealth Management’s Goldman Sachs GS Stock Holding History

Marietta Wealth Management’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 		$14.5M Sell
17,148
-104
-0.6% -$92.8K 1.72% 16
2025
Q4 		$15.2M Sell
17,252
-470
-3% -$383K 1.75% 13
2025
Q3 		$14.1M Sell
17,722
-85
-0.5% -$63K 1.73% 14
2025
Q2 		$12.6M Buy
17,807
+100
+0.6% +$57.9K 1.64% 17
2025
Q1 		$9.67M Sell
17,707
-42
-0.2% -$25.3K 1.42% 24
2024
Q4 		$10.2M Buy
17,749
+88
+0.5% +$49.1K 1.46% 19
2024
Q3 		$8.74M Buy
17,661
+169
+1% +$82.7K 1.27% 24
2024
Q2 		$7.91M Sell
17,492
-318
-2% -$140K 1.23% 25
2024
Q1 		$7.44M Sell
17,810
-133
-0.7% -$51.6K 1.23% 28
2023
Q4 		$6.91M Buy
17,943
+130
+0.7% +$43.4K 1.23% 29
2023
Q3 		$5.76M Buy
17,813
+554
+3% +$185K 1.15% 33
2023
Q2 		$5.57M Buy
17,259
+461
+3% +$152K 1.05% 39
2023
Q1 		$5.49M Sell
16,798
-286
-2% -$99.6K 1.17% 34
2022
Q4 		$5.87M Buy
17,084
+185
+1% +$64.4K 1.33% 27
2022
Q3 		$4.95M Buy
16,899
+262
+2% +$84.9K 1.24% 31
2022
Q2 		$4.94M Buy
16,637
+413
+3% +$129K 1.19% 35
2022
Q1 		$5.36M Buy
16,224
+402
+3% +$142K 1.12% 36
2021
Q4 		$6.05M Buy
15,822
+168
+1% +$66.5K 1.22% 34
2021
Q3 		$5.92M Buy
15,654
+336
+2% +$131K 1.29% 29
2021
Q2 		$5.81M Buy
15,318
+21
+0.1% +$7.51K 1.31% 28
2021
Q1 		$5M Sell
15,297
-2,755
-15% -$858K 1.25% 28
2020
Q4 		$4.76M Buy
18,052
+147
+0.8% +$32.7K 1.31% 25
2020
Q3 		$3.6M Sell
17,905
-3,407
-16% -$693K 1.12% 35
2020
Q2 		$4.21M Buy
21,312
+670
+3% +$126K 1.44% 24
2020
Q1 		$3.19M Buy
20,642
+3,191
+18% +$677K 1.24% 30
2019
Q4 		$4.01M Buy
17,451
+274
+2% +$59.5K 1.32% 27
2019
Q3 		$3.56M Buy
17,177
+411
+2% +$86K 1.3% 30
2019
Q2 		$3.43M Buy
16,766
+796
+5% +$158K 1.34% 26
2019
Q1 		$3.07M Buy
15,970
+2,305
+17% +$445K 1.26% 31
2018
Q4 		$2.28M Buy
13,665
+529
+4% +$107K 1.09% 38
2018
Q3 		$2.95M Buy
13,136
+323
+3% +$75.1K 1.3% 25
2018
Q2 		$2.83M Buy
12,813
+875
+7% +$209K 1.38% 24
2018
Q1 		$3.01M Buy
11,938
+216
+2% +$56.2K 1.58% 19
2017
Q4 		$2.99M Sell
11,722
-164
-1% -$40.2K 1.62% 16
2017
Q3 		$2.82M Buy
11,886
+37
+0.3% +$8.35K 1.58% 17
2017
Q2 		$2.63M Buy
11,849
+782
+7% +$174K 1.6% 16
2017
Q1 		$2.54M Buy
11,067
+1,670
+18% +$403K 1.69% 12
2016
Q4 		$2.25M Buy
+9,397
New +$1.91M 1.8% 10

Other funds holding GS

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marietta Wealth Management's GS Position: Q1 2026 in Review

Marietta Wealth Management reduced its Goldman Sachs (GS) stake by 0.6% in Q1 2026, selling an estimated $92.8K and leaving 17,148 shares worth $14.5M. The position accounts for 1.72% of the portfolio, ranked #16.

Marietta Wealth Management first reported a position in GS in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.2M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Marietta Wealth Management held 17,148 shares of Goldman Sachs worth $14.5M as of Q1 2026.
  • Marietta Wealth Management sold 104 Goldman Sachs shares in Q1 2026, an estimated $92.8K.
  • Goldman Sachs made up 1.72% of Marietta Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Marietta Wealth Management first reported a position in Goldman Sachs in Q4 2016 and has held it in 38 quarters since.
  • Marietta Wealth Management's Goldman Sachs position peaked at $15.2M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.