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Williams Jones Wealth Management’s Goldman Sachs GS Stock Holding History

Williams Jones 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 		$54.2M Sell
64,118
-602
-0.9% -$537K 0.67% 43
2025
Q4 		$56.9M Sell
64,720
-425
-0.7% -$347K 0.64% 41
2025
Q3 		$51.9M Buy
65,145
+2,600
+4% +$1.93M 0.59% 41
2025
Q2 		$44.3M Buy
62,545
+513
+0.8% +$297K 0.53% 46
2025
Q1 		$33.9M Buy
62,032
+4,472
+8% +$2.69M 0.43% 51
2024
Q4 		$33M Buy
57,560
+2,067
+4% +$1.15M 0.4% 50
2024
Q3 		$27.5M Buy
55,493
+4,179
+8% +$2.04M 0.32% 58
2024
Q2 		$23.2M Buy
51,314
+42,718
+497% +$18.7M 0.29% 64
2024
Q1 		$3.59M Buy
8,596
+1,279
+17% +$496K 0.05% 148
2023
Q4 		$2.82M Sell
7,317
-792
-10% -$264K 0.04% 161
2023
Q3 		$2.62M Sell
8,109
-1,000
-11% -$334K 0.04% 166
2023
Q2 		$2.94M Sell
9,109
-180
-2% -$59.2K 0.04% 164
2023
Q1 		$3.04M Sell
9,289
-203
-2% -$70.7K 0.05% 162
2022
Q4 		$3.26M Sell
9,492
-131
-1% -$45.6K 0.05% 157
2022
Q3 		$2.82M Buy
9,623
+130
+1% +$42.1K 0.05% 169
2022
Q2 		$2.82M Buy
9,493
+584
+7% +$182K 0.05% 181
2022
Q1 		$2.94M Buy
8,909
+473
+6% +$167K 0.04% 173
2021
Q4 		$3.23M Sell
8,436
-390
-4% -$154K 0.04% 164
2021
Q3 		$3.34M Sell
8,826
-235
-3% -$91.8K 0.05% 160
2021
Q2 		$3.44M Buy
9,061
+652
+8% +$233K 0.05% 164
2021
Q1 		$2.75M Buy
8,409
+499
+6% +$155K 0.04% 170
2020
Q4 		$2.09M Buy
7,910
+307
+4% +$68.3K 0.03% 177
2020
Q3 		$1.53M Buy
7,603
+985
+15% +$200K 0.03% 179
2020
Q2 		$1.31M Sell
6,618
-845
-11% -$159K 0.03% 181
2020
Q1 		$1.15M Hold
7,463
– – 0.03% 163
2019
Q4 		$1.72M Buy
7,463
+500
+7% +$109K 0.03% 169
2019
Q3 		$1.44M Buy
+6,963
New +$1.46M 0.03% 174

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

Williams Jones Wealth Management's GS Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Goldman Sachs (GS) stake by 0.93% in Q1 2026, selling an estimated $537K and leaving 64,118 shares worth $54.2M. The position accounts for 0.67% of the portfolio, ranked #43.

Williams Jones Wealth Management first reported a position in GS in Q3 2019 and has held it in 27 quarters since. The position peaked at $56.9M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Williams Jones Wealth Management held 64,118 shares of Goldman Sachs worth $54.2M as of Q1 2026.
  • Williams Jones Wealth Management sold 602 Goldman Sachs shares in Q1 2026, an estimated $537K.
  • Goldman Sachs made up 0.67% of Williams Jones Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Williams Jones Wealth Management first reported a position in Goldman Sachs in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Goldman Sachs position peaked at $56.9M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.