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 Q2	$140K	Hold	138	–	–	0.03%	266
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Shields & Co's GS Position: Q2 2026 in Review

Wellington Shields & Co held its Goldman Sachs (GS) position steady in Q2 2026 at 138 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #266.

Wellington Shields & Co first reported a position in GS in Q2 2019 and has held it in 11 quarters since. The position peaked at $352K in Q3 2020. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Wellington Shields & Co held 138 shares of Goldman Sachs worth $140K as of Q2 2026.
Wellington Shields & Co left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.03% of Wellington Shields & Co's portfolio in Q2 2026, its #266 holding.
Wellington Shields & Co first reported a position in Goldman Sachs in Q2 2019 and has held it in 11 quarters since.
Wellington Shields & Co's Goldman Sachs position peaked at $352K in Q3 2020.
3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.