Welch Group, LLC: 13F holdings

CIK 14430952026Q2

Positions320
Reported value$2.9bn
Filed2026-07-23

Change since last quarter

Positions320 (+12 vs prior quarter)
Reported value$2.9bn (+10.0%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC372,791$107.9m3.7%
CSCO CISCO SYS INC906,782$106.5m3.6%
ABBV ABBVIE INC371,366$93.5m3.2%
JPM JPMORGAN CHASE & CO276,835$90.6m3.1%
JNJ JOHNSON & JOHNSON356,484$90.5m3.1%
RTX RTX CORPORATION461,989$87.7m3.0%
IBM INTERNATIONAL BUSINESS MACHS301,425$84.8m2.9%
SFBS SERVISFIRST BANCSHARES INC959,733$83.3m2.8%
MSFT MICROSOFT CORP219,788$82.0m2.8%
QCOM QUALCOMM INC413,112$76.3m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1443095")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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