Wellington Shields Capital Management’s Goldman Sachs GS Stock Holding History

Wellington Shields Capital 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	$2.3M	Buy	2,715 +5	+0.2%	+$4.46K	0.34%	65
2025 Q4	$2.38M	Sell	2,710 -153	-5%	-$125K	0.35%	60
2025 Q3	$2.28M	Sell	2,863 -177	-6%	-$131K	0.35%	62
2025 Q2	$2.15M	Buy	+3,040	New	+$1.76M	0.36%	66
2018 Q4	–	Sell	-3,175	Closed	-$712K	–	289
2018 Q3	$712K	Buy	3,175 +1,400	+79%	+$326K	0.11%	171
2018 Q2	$392K	Hold	1,775	–	–	0.06%	214
2018 Q1	$447K	Buy	+1,775	New	+$462K	0.07%	223
2014 Q2	–	Sell	-6,000	Closed	-$983K	–	370
2014 Q1	$983K	Hold	6,000	–	–	0.17%	127
2013 Q4	$1.06M	Sell	6,000 -150	-2%	-$24.7K	0.19%	111
2013 Q3	$973K	Hold	6,150	–	–	0.19%	118
2013 Q2	$930K	Buy	+6,150	New	+$938K	0.16%	129

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

Wellington Shields Capital Management's GS Position: Q1 2026 in Review

Wellington Shields Capital Management increased its Goldman Sachs (GS) stake by 0.18% in Q1 2026, buying an estimated $4.46K and bringing the position to 2,715 shares worth $2.3M. The position accounts for 0.34% of the portfolio, ranked #65.

Wellington Shields Capital Management first reported a position in GS in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.38M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Wellington Shields Capital Management held 2,715 shares of Goldman Sachs worth $2.3M as of Q1 2026.
Wellington Shields Capital Management bought 5 Goldman Sachs shares in Q1 2026, an estimated $4.46K.
Goldman Sachs made up 0.34% of Wellington Shields Capital Management's portfolio in Q1 2026, its #65 holding.
Wellington Shields Capital Management first reported a position in Goldman Sachs in Q2 2013 and has held it in 11 quarters since.
Wellington Shields Capital Management's Goldman Sachs position peaked at $2.38M in Q4 2025.
2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.