Walter & Keenan Wealth Management’s Goldman Sachs GS Stock Holding History

Walter & Keenan 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	$597K	Buy	706 +15	+2%	+$13.4K	0.17%	92
2025 Q4	$607K	Buy	691 +61	+10%	+$49.8K	0.16%	97
2025 Q3	$502K	Buy	630 +12	+2%	+$8.89K	0.14%	104
2025 Q2	$438K	Sell	618 -1	-0.2%	-$579	0.13%	112
2025 Q1	$338K	Buy	619 +68	+12%	+$40.9K	0.1%	123
2024 Q4	$316K	Buy	551 +5	+0.9%	+$2.79K	0.1%	123
2024 Q3	$270K	Sell	546 -10	-2%	-$4.89K	0.08%	133
2024 Q2	$251K	Buy	+556	New	+$244K	0.08%	133
2018 Q2	–	Sell	-900	Closed	-$227K	–	177
2018 Q1	$227K	Hold	900	–	–	0.1%	158
2017 Q4	$229K	Hold	900	–	–	0.1%	160
2017 Q3	$213K	Buy	+900	New	+$203K	0.1%	154

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

Walter & Keenan Wealth Management's GS Position: Q1 2026 in Review

Walter & Keenan Wealth Management increased its Goldman Sachs (GS) stake by 2.2% in Q1 2026, buying an estimated $13.4K and bringing the position to 706 shares worth $597K. The position accounts for 0.17% of the portfolio, ranked #92.

Walter & Keenan Wealth Management first reported a position in GS in Q3 2017 and has held it in 11 quarters since. The position peaked at $607K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Walter & Keenan Wealth Management held 706 shares of Goldman Sachs worth $597K as of Q1 2026.
Walter & Keenan Wealth Management bought 15 Goldman Sachs shares in Q1 2026, an estimated $13.4K.
Goldman Sachs made up 0.17% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #92 holding.
Walter & Keenan Wealth Management first reported a position in Goldman Sachs in Q3 2017 and has held it in 11 quarters since.
Walter & Keenan Wealth Management's Goldman Sachs position peaked at $607K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.