Sigma Investment Counselors’s Goldman Sachs GS Stock Holding History

Sigma Investment Counselors’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	$9.93M	Sell	11,742 -703	-6%	-$627K	0.52%	41
2025 Q4	$10.9M	Sell	12,445 -68	-0.5%	-$55.5K	0.56%	41
2025 Q3	$9.97M	Sell	12,513 -95	-0.8%	-$70.4K	0.52%	40
2025 Q2	$8.92M	Buy	12,608 +654	+5%	+$379K	0.49%	42
2025 Q1	$6.53M	Sell	11,954 -485	-4%	-$292K	0.4%	49
2024 Q4	$7.12M	Sell	12,439 -14	-0.1%	-$7.81K	0.42%	49
2024 Q3	$6.17M	Buy	12,453 +3	+0%	+$1.47K	0.36%	52
2024 Q2	$5.63M	Buy	12,450 +12	+0.1%	+$5.27K	0.35%	53
2024 Q1	$5.2M	Sell	12,438 -27	-0.2%	-$10.5K	0.33%	56
2023 Q4	$4.81M	Buy	12,465 +5	+0%	+$1.67K	0.34%	56
2023 Q3	$4.03M	Sell	12,460 -73	-0.6%	-$24.4K	0.3%	58
2023 Q2	$4.04M	Buy	12,533 +19	+0.2%	+$6.25K	0.3%	60
2023 Q1	$4.09M	Sell	12,514 -440	-3%	-$153K	0.32%	57
2022 Q4	$4.45M	Sell	12,954 -163	-1%	-$56.8K	0.37%	48
2022 Q3	$3.84M	Sell	13,117 -54	-0.4%	-$17.5K	0.33%	48
2022 Q2	$3.91M	Buy	13,171 +24	+0.2%	+$7.47K	0.32%	50
2022 Q1	$4.34M	Buy	13,147 +395	+3%	+$140K	0.31%	54
2021 Q4	$4.88M	Sell	12,752 -185	-1%	-$73.2K	0.34%	51
2021 Q3	$4.89M	Buy	12,937 +164	+1%	+$64K	0.36%	50
2021 Q2	$4.85M	Sell	12,773 -71	-0.6%	-$25.4K	0.36%	50
2021 Q1	$4.2M	Sell	12,844 -355	-3%	-$111K	0.34%	51
2020 Q4	$3.48M	Buy	13,199 +5,696	+76%	+$1.27M	0.3%	56
2020 Q3	$1.51M	Sell	7,503 -5,991	-44%	-$1.22M	0.29%	60
2020 Q2	$2.67M	Buy	13,494 +846	+7%	+$159K	0.28%	58
2020 Q1	$1.96M	Sell	12,648 -305	-2%	-$64.7K	0.25%	62
2019 Q4	$2.98M	Buy	12,953 +81	+0.6%	+$17.6K	0.31%	55
2019 Q3	$2.67M	Buy	12,872 +220	+2%	+$46K	0.3%	53
2019 Q2	$2.59M	Sell	12,652 -123	-1%	-$24.3K	0.3%	57
2019 Q1	$2.45M	Sell	12,775 -588	-4%	-$113K	0.3%	57
2018 Q4	$2.23M	Sell	13,363 -415	-3%	-$83.7K	0.31%	58
2018 Q3	$3.09M	Sell	13,778 -28	-0.2%	-$6.51K	0.38%	41
2018 Q2	$3.04M	Sell	13,806 -29	-0.2%	-$6.92K	0.4%	37
2018 Q1	$3.48M	Sell	13,835 -172	-1%	-$44.8K	0.47%	34
2017 Q4	$3.57M	Sell	14,007 -160	-1%	-$39.2K	0.49%	33
2017 Q3	$3.36M	Buy	14,167 +71	+0.5%	+$16K	0.48%	34
2017 Q2	$3.13M	Buy	14,096 +256	+2%	+$56.9K	0.48%	39
2017 Q1	$3.18M	Sell	13,840 -289	-2%	-$69.8K	0.51%	38
2016 Q4	$3.38M	Sell	14,129 -370	-3%	-$75.1K	0.54%	35
2016 Q3	$2.34M	Buy	14,499 +383	+3%	+$62.3K	0.39%	55
2016 Q2	$2.1M	Buy	14,116 +51	+0.4%	+$7.96K	0.36%	60
2016 Q1	$2.21M	Sell	14,065 -587	-4%	-$90.8K	0.39%	55
2015 Q4	$2.64M	Buy	14,652 +122	+0.8%	+$22.7K	0.49%	45
2015 Q3	$2.52M	Buy	14,530 +796	+6%	+$156K	0.49%	44
2015 Q2	$2.87M	Buy	13,734 +30	+0.2%	+$6.11K	0.53%	45
2015 Q1	$2.58M	Sell	13,704 -330	-2%	-$61.4K	0.48%	49
2014 Q4	$2.72M	Buy	14,034 +300	+2%	+$56.4K	0.52%	50
2014 Q3	$2.52M	Sell	13,734 -230	-2%	-$40.4K	0.49%	52
2014 Q2	$2.34M	Sell	13,964 -729	-5%	-$118K	0.46%	53
2014 Q1	$2.41M	Buy	14,693 +493	+3%	+$82.9K	0.49%	53
2013 Q4	$2.52M	Sell	14,200 -379	-3%	-$62.5K	0.54%	50
2013 Q3	$2.31M	Sell	14,579 -245	-2%	-$39.4K	0.53%	53
2013 Q2	$2.24M	Buy	+14,824	New	+$2.26M	0.58%	53

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

Sigma Investment Counselors's GS Position: Q1 2026 in Review

Sigma Investment Counselors reduced its Goldman Sachs (GS) stake by 5.6% in Q1 2026, selling an estimated $627K and leaving 11,742 shares worth $9.93M. The position accounts for 0.52% of the portfolio, ranked #41.

Sigma Investment Counselors first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.9M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Sigma Investment Counselors held 11,742 shares of Goldman Sachs worth $9.93M as of Q1 2026.
Sigma Investment Counselors sold 703 Goldman Sachs shares in Q1 2026, an estimated $627K.
Goldman Sachs made up 0.52% of Sigma Investment Counselors's portfolio in Q1 2026, its #41 holding.
Sigma Investment Counselors first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
Sigma Investment Counselors's Goldman Sachs position peaked at $10.9M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.