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Meridian Wealth Management’s Goldman Sachs GS Stock Holding History

Meridian 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 		$2.27M Buy
2,685
+166
+7% +$148K 0.08% 215
2025
Q4 		$2.21M Buy
2,519
+187
+8% +$153K 0.08% 216
2025
Q3 		$1.86M Buy
2,332
+659
+39% +$488K 0.07% 230
2025
Q2 		$1.18M Buy
1,673
+233
+16% +$135K 0.05% 280
2025
Q1 		$787K Buy
1,440
+83
+6% +$49.9K 0.04% 330
2024
Q4 		$777K Buy
1,357
+89
+7% +$49.6K 0.04% 335
2024
Q3 		$628K Buy
1,268
+96
+8% +$47K 0.03% 374
2024
Q2 		$530K Buy
+1,172
New +$514K 0.06% 169
2024
Q1 		– Sell
-1,207
Closed -$466K – 329
2023
Q4 		$466K Sell
1,207
-84
-7% -$28K 0.03% 399
2023
Q3 		$418K Sell
1,291
-341
-21% -$114K 0.03% 397
2023
Q2 		$526K Sell
1,632
-8,789
-84% -$2.89M 0.04% 316
2023
Q1 		$3.41M Buy
10,421
+487
+5% +$170K 0.3% 76
2022
Q4 		$3.41M Buy
9,934
+368
+4% +$128K 0.33% 66
2022
Q3 		$2.8M Sell
9,566
-16,949
-64% -$5.49M 0.3% 78
2022
Q2 		$7.88M Buy
26,515
+15,900
+150% +$4.95M 0.64% 29
2022
Q1 		$3.5M Buy
10,615
+7,307
+221% +$2.58M 0.38% 55
2021
Q4 		$1.26M Buy
3,308
+65
+2% +$25.7K 0.14% 136
2021
Q3 		$1.23M Sell
3,243
-2,208
-41% -$862K 0.15% 130
2021
Q2 		$2.07M Buy
5,451
+2,131
+64% +$763K 0.26% 80
2021
Q1 		$1.09M Buy
3,320
+1,595
+92% +$497K 0.16% 124
2020
Q4 		$454K Sell
1,725
-41
-2% -$9.13K 0.07% 198
2020
Q3 		$354K Buy
+1,766
New +$359K 0.09% 169
2020
Q2 		– Sell
-1,657
Closed -$256K – 237
2020
Q1 		$256K Buy
1,657
+383
+30% +$81.3K 0.11% 170
2019
Q4 		$292K Buy
1,274
+171
+16% +$37.1K 0.14% 155
2019
Q3 		$229K Sell
1,103
-172
-13% -$36K 0.11% 176
2019
Q2 		$2.61K Sell
1,275
-23,380
-95% -$4.63M 0.11% 170
2019
Q1 		$4.73M Buy
24,655
+23,300
+1,720% +$4.5M 2.15% 11
2018
Q4 		$226K Sell
1,355
-79
-6% -$15.9K 0.13% 141
2018
Q3 		$322K Hold
1,434
– – 0.14% 127
2018
Q2 		$316K Buy
1,434
+1
+0.1% +$238 0.15% 130
2018
Q1 		$361K Sell
1,433
-2,152
-60% -$560K 0.18% 117
2017
Q4 		$852K Buy
3,585
+106
+3% +$26K 0.53% 41
2017
Q3 		$825K Sell
3,479
-45
-1% -$10.2K 0.52% 41
2017
Q2 		$782K Sell
3,524
-345
-9% -$76.7K 0.5% 40
2017
Q1 		$889K Sell
3,869
-135
-3% -$32.6K 0.53% 41
2016
Q4 		$958K Buy
+4,004
New +$813K 0.76% 33

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

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

Meridian Wealth Management increased its Goldman Sachs (GS) stake by 6.6% in Q1 2026, buying an estimated $148K and bringing the position to 2,685 shares worth $2.27M. The position accounts for 0.08% of the portfolio, ranked #215.

Meridian Wealth Management first reported a position in GS in Q4 2016 and has held it in 36 quarters since. The position peaked at $7.88M in Q2 2022. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Meridian Wealth Management held 2,685 shares of Goldman Sachs worth $2.27M as of Q1 2026.
  • Meridian Wealth Management bought 166 Goldman Sachs shares in Q1 2026, an estimated $148K.
  • Goldman Sachs made up 0.08% of Meridian Wealth Management's portfolio in Q1 2026, its #215 holding.
  • Meridian Wealth Management first reported a position in Goldman Sachs in Q4 2016 and has held it in 36 quarters since.
  • Meridian Wealth Management's Goldman Sachs position peaked at $7.88M in Q2 2022.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.