Wilson & Boucher Capital Management’s Goldman Sachs GS Stock Holding History

Wilson & Boucher 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	$819K	Buy	968 +8	+0.8%	+$7.14K	0.54%	49
2025 Q4	$844K	Hold	960	–	–	0.55%	49
2025 Q3	$765K	Hold	960	–	–	0.5%	55
2025 Q2	$679K	Hold	960	–	–	0.47%	59
2025 Q1	$524K	Sell	960 -28	-3%	-$16.8K	0.39%	69
2024 Q4	$565K	Sell	988 -24	-2%	-$13.4K	0.4%	66
2024 Q3	$501K	Sell	1,012 -10	-1%	-$4.89K	0.35%	77
2024 Q2	$462K	Hold	1,022	–	–	0.35%	73
2024 Q1	$427K	Buy	1,022 +1	+0.1%	+$388	0.34%	77
2023 Q4	$394K	Hold	1,021	–	–	0.33%	79
2023 Q3	$330K	Buy	1,021 +1	+0.1%	+$334	0.31%	78
2023 Q2	$329K	Hold	1,020	–	–	0.3%	80
2023 Q1	$334K	Buy	1,020 +11	+1%	+$3.83K	0.32%	78
2022 Q4	$347K	Hold	1,009	–	–	0.36%	74
2022 Q3	$296K	Buy	1,009 +11	+1%	+$3.56K	0.34%	75
2022 Q2	$297K	Buy	998 +10	+1%	+$3.11K	0.33%	78
2022 Q1	$326K	Buy	988 +20	+2%	+$7.06K	0.3%	82
2021 Q4	$370K	Buy	+968	New	+$383K	0.33%	78

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 $336B AUM 34.66% 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

Wilson & Boucher Capital Management's GS Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its Goldman Sachs (GS) stake by 0.83% in Q1 2026, buying an estimated $7.14K and bringing the position to 968 shares worth $819K. The position accounts for 0.54% of the portfolio, ranked #49.

Wilson & Boucher Capital Management first reported a position in GS in Q4 2021 and has held it in 18 quarters since. The position peaked at $844K in Q4 2025. 2,987 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Wilson & Boucher Capital Management held 968 shares of Goldman Sachs worth $819K as of Q1 2026.
Wilson & Boucher Capital Management bought 8 Goldman Sachs shares in Q1 2026, an estimated $7.14K.
Goldman Sachs made up 0.54% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #49 holding.
Wilson & Boucher Capital Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's Goldman Sachs position peaked at $844K in Q4 2025.
2,987 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.