WWM
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Western Wealth Management’s Goldman Sachs GS Stock Holding History

Western 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 		$2.3M Buy
2,718
+1,503
+124% +$1.34M 0.09% 251
2025
Q4 		$1.07M Buy
1,215
+46
+4% +$37.5K 0.05% 330
2025
Q3 		$931K Buy
1,169
+59
+5% +$43.7K 0.05% 320
2025
Q2 		$785K Sell
1,110
-615
-36% -$356K 0.05% 317
2025
Q1 		$943K Buy
1,725
+273
+19% +$164K 0.06% 268
2024
Q4 		$831K Sell
1,452
-1,970
-58% -$1.1M 0.05% 276
2024
Q3 		$1.69M Buy
3,422
+2,331
+214% +$1.14M 0.1% 213
2024
Q2 		$494K Sell
1,091
-11
-1% -$4.83K 0.04% 375
2024
Q1 		$460K Sell
1,102
-2,626
-70% -$1.02M 0.04% 386
2023
Q4 		$1.44M Sell
3,728
-129
-3% -$43.1K 0.1% 206
2023
Q3 		$1.25M Buy
3,857
+533
+16% +$178K 0.11% 206
2023
Q2 		$1.07M Sell
3,324
-95
-3% -$31.2K 0.09% 226
2023
Q1 		$1.12M Sell
3,419
-181
-5% -$63K 0.1% 212
2022
Q4 		$1.24M Sell
3,600
-1,597
-31% -$556K 0.13% 182
2022
Q3 		$1.63M Sell
5,197
-450
-8% -$146K 0.09% 213
2022
Q2 		$1.68M Buy
5,647
+613
+12% +$191K 0.1% 215
2022
Q1 		$1.66M Sell
5,034
-335
-6% -$118K 0.08% 231
2021
Q4 		$2.06M Buy
+5,369
New +$2.13M 0.2% 115
2021
Q2 		$1.31M Buy
3,450
+1,960
+132% +$701K 0.13% 165
2021
Q1 		$487K Buy
+1,490
New +$464K 0.07% 281

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Western Wealth Management's GS Position: Q1 2026 in Review

Western Wealth Management increased its Goldman Sachs (GS) stake by 124% in Q1 2026, buying an estimated $1.34M and bringing the position to 2,718 shares worth $2.3M. The position accounts for 0.09% of the portfolio, ranked #251.

Western Wealth Management first reported a position in GS in Q1 2021 and has held it in 20 quarters since. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Western Wealth Management held 2,718 shares of Goldman Sachs worth $2.3M as of Q1 2026.
  • Western Wealth Management bought 1,503 Goldman Sachs shares in Q1 2026, an estimated $1.34M.
  • Goldman Sachs made up 0.09% of Western Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Western Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 20 quarters since.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.