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Marshall Investment Management’s Goldman Sachs GS Stock Holding History

Marshall Investment 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 		$214K Sell
253
-1
-0.4% -$892 0.1% 74
2025
Q4 		$223K Sell
254
-31
-11% -$25.3K 0.11% 73
2025
Q3 		$227K Buy
285
+2
+0.7% +$1.48K 0.12% 69
2025
Q2 		$201K Buy
283
+1
+0.4% +$579 0.95% 26
2025
Q1 		$154K Buy
282
+3
+1% +$1.8K 0.1% 78
2024
Q4 		$138K Buy
+279
New +$156K 0.08% 79

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

Marshall Investment Management's GS Position: Q1 2026 in Review

Marshall Investment Management reduced its Goldman Sachs (GS) stake by 0.39% in Q1 2026, selling an estimated $892 and leaving 253 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #74.

Marshall Investment Management first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $227K in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Marshall Investment Management held 253 shares of Goldman Sachs worth $214K as of Q1 2026.
  • Marshall Investment Management sold 1 Goldman Sachs share in Q1 2026, an estimated $892.
  • Goldman Sachs made up 0.1% of Marshall Investment Management's portfolio in Q1 2026, its #74 holding.
  • Marshall Investment Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Marshall Investment Management's Goldman Sachs position peaked at $227K in Q3 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.