Wellington Shields & Co’s Goldman Sachs GS Stock Holding History

Wellington Shields & Co’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	$117K	Buy	138 +13	+10%	+$11.6K	0.03%	268
2025 Q4	$110K	Hold	125	–	–	0.03%	275
2025 Q3	$99.5K	Hold	125	–	–	0.03%	275
2025 Q2	$88.5K	Buy	+125	New	+$72.4K	0.03%	270
2021 Q1	–	Sell	-850	Closed	-$224K	–	202
2020 Q4	$224K	Sell	850 -900	-51%	-$200K	0.08%	163
2020 Q3	$352K	Buy	1,750 +600	+52%	+$122K	0.15%	119
2020 Q2	$227K	Sell	1,150 -200	-15%	-$37.5K	0.1%	144
2020 Q1	$209K	Hold	1,350	–	–	0.12%	139
2019 Q4	$310K	Buy	+1,350	New	+$293K	0.14%	133
2019 Q3	–	Sell	-1,650	Closed	-$338K	–	143
2019 Q2	$338K	Buy	+1,650	New	+$327K	0.16%	125

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 & Co's GS Position: Q1 2026 in Review

Wellington Shields & Co increased its Goldman Sachs (GS) stake by 10% in Q1 2026, buying an estimated $11.6K and bringing the position to 138 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #268.

Wellington Shields & Co first reported a position in GS in Q2 2019 and has held it in 10 quarters since. The position peaked at $352K in Q3 2020. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Wellington Shields & Co held 138 shares of Goldman Sachs worth $117K as of Q1 2026.
Wellington Shields & Co bought 13 Goldman Sachs shares in Q1 2026, an estimated $11.6K.
Goldman Sachs made up 0.03% of Wellington Shields & Co's portfolio in Q1 2026, its #268 holding.
Wellington Shields & Co first reported a position in Goldman Sachs in Q2 2019 and has held it in 10 quarters since.
Wellington Shields & Co's Goldman Sachs position peaked at $352K in Q3 2020.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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