Welch Group’s State Street STT Stock Holding History

Welch Group’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$966K	Sell	7,635 -1,048	-12%	-$134K	0.04%	122
2025 Q4	$1.12M	Buy	8,683 +30	+0.3%	+$3.59K	0.04%	110
2025 Q3	$1M	Buy	8,653 +300	+4%	+$33.5K	0.04%	111
2025 Q2	$888K	Buy	8,353 +5	+0.1%	+$462	0.04%	107
2025 Q1	$743K	Hold	8,348	–	–	0.03%	113
2024 Q4	$820K	Hold	8,348	–	–	0.04%	111
2024 Q3	$739K	Hold	8,348	–	–	0.03%	114
2024 Q2	$618K	Buy	8,348 +3,500	+72%	+$261K	0.03%	124
2024 Q1	$375K	Hold	4,848	–	–	0.02%	152
2023 Q4	$376K	Buy	4,848 +650	+15%	+$45.3K	0.02%	151
2023 Q3	$281K	Hold	4,198	–	–	0.02%	159
2023 Q2	$307K	Hold	4,198	–	–	0.02%	156
2023 Q1	$318K	Hold	4,198	–	–	0.02%	150
2022 Q4	$326K	Hold	4,198	–	–	0.02%	148
2022 Q3	$255K	Hold	4,198	–	–	0.02%	146
2022 Q2	$259K	Hold	4,198	–	–	0.02%	159
2022 Q1	$366K	Hold	4,198	–	–	0.02%	140
2021 Q4	$390K	Hold	4,198	–	–	0.02%	143
2021 Q3	$356K	Hold	4,198	–	–	0.02%	132
2021 Q2	$345K	Hold	4,198	–	–	0.02%	133
2021 Q1	$353K	Buy	+4,198	New	+$325K	0.03%	126

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Welch Group's STT Position: Q1 2026 in Review

Welch Group reduced its State Street (STT) stake by 12% in Q1 2026, selling an estimated $134K and leaving 7,635 shares worth $966K. The position accounts for 0.04% of the portfolio, ranked #122.

Welch Group first reported a position in STT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.12M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Welch Group held 7,635 shares of State Street worth $966K as of Q1 2026.
Welch Group sold 1,048 State Street shares in Q1 2026, an estimated $134K.
State Street made up 0.04% of Welch Group's portfolio in Q1 2026, its #122 holding.
Welch Group first reported a position in State Street in Q1 2021 and has held it in 21 quarters since.
Welch Group's State Street position peaked at $1.12M in Q4 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.