Seven Mile Advisory’s Goldman Sachs GS Stock Holding History

Seven Mile Advisory’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	$563K	Buy	666 +104	+19%	+$92.8K	0.41%	46
2025 Q4	$494K	Sell	562 -447	-44%	-$365K	0.08%	119
2025 Q3	$803K	Buy	1,009 +273	+37%	+$202K	0.13%	84
2025 Q2	$521K	Sell	736 -4	-0.5%	-$2.32K	0.31%	61
2025 Q1	$404K	Sell	740 -4	-0.5%	-$2.41K	0.27%	77
2024 Q4	$426K	Buy	744 +41	+6%	+$22.9K	0.27%	69
2024 Q3	$348K	Buy	703 +37	+6%	+$18.1K	0.23%	90
2024 Q2	$301K	Buy	666 +26	+4%	+$11.4K	0.22%	90
2024 Q1	$267K	Buy	640 +23	+4%	+$8.93K	0.2%	109
2023 Q4	$238K	Sell	617 -5	-0.8%	-$1.67K	0.21%	114
2023 Q3	$201K	Buy	622 +1	+0.2%	+$334	0.21%	116
2023 Q2	$200K	Buy	+621	New	+$204K	0.23%	103

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

Seven Mile Advisory's GS Position: Q1 2026 in Review

Seven Mile Advisory increased its Goldman Sachs (GS) stake by 19% in Q1 2026, buying an estimated $92.8K and bringing the position to 666 shares worth $563K. The position accounts for 0.41% of the portfolio, ranked #46.

Seven Mile Advisory first reported a position in GS in Q2 2023 and has held it in 12 quarters since. The position peaked at $803K in Q3 2025. 2,983 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Seven Mile Advisory held 666 shares of Goldman Sachs worth $563K as of Q1 2026.
Seven Mile Advisory bought 104 Goldman Sachs shares in Q1 2026, an estimated $92.8K.
Goldman Sachs made up 0.41% of Seven Mile Advisory's portfolio in Q1 2026, its #46 holding.
Seven Mile Advisory first reported a position in Goldman Sachs in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Goldman Sachs position peaked at $803K in Q3 2025.
2,983 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.