SWM
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Stockman Wealth Management’s Goldman Sachs GS Stock Holding History

Stockman 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 		$221K Hold
261
– – 0.02% 162
2025
Q4 		$229K Hold
261
– – 0.03% 163
2025
Q3 		$208K Sell
261
-58
-18% -$43K 0.03% 168
2025
Q2 		$226K Buy
+319
New +$185K 0.03% 160

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

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

Stockman Wealth Management held its Goldman Sachs (GS) position steady in Q1 2026 at 261 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #162.

Stockman Wealth Management first reported a position in GS in Q2 2025 and has held it in 4 quarters since. The position peaked at $229K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Stockman Wealth Management held 261 shares of Goldman Sachs worth $221K as of Q1 2026.
  • Stockman Wealth Management left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.02% of Stockman Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Stockman Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 4 quarters since.
  • Stockman Wealth Management's Goldman Sachs position peaked at $229K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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