EdgeMarket › What Welch Group, Llc reported owning
What Welch Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.7BPositions
310Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 95.2M | 3.6% | 375.2K | 309.35 | +36.9% |
| RTX RTX Corp | 89.4M | 3.4% | 463.3K | 209.91 | +34.1% |
| CVX CHEVRON CORP | 89.0M | 3.3% | 430.3K | 205.27 | +34.0% |
| XOM ExxonMobil Holdings Corp | 89.0M | 3.3% | 524.4K | 165.11 | +52.1% |
| JNJ JOHNSON & JOHNSON | 87.8M | 3.3% | 359.0K | 270.24 | +51.1% |
| JPM JPMORGAN CHASE & CO | 81.5M | 3.1% | 277.0K | 351.58 | +20.3% |
| ABBV AbbVie Inc. | 79.6M | 3.0% | 365.9K | 264.96 | +26.7% |
| MSFT MICROSOFT CORP | 79.3M | 3.0% | 214.1K | 483.24 | -4.4% |
| NEE NEXTERA ENERGY INC | 79.2M | 3.0% | 852.9K | 83.65 | +9.8% |
| LMT LOCKHEED MARTIN CORP | 76.5M | 2.9% | 126.7K | 563.57 | +26.4% |
| SO SOUTHERN CO | 75.6M | 2.8% | 782.8K | 88.94 | -6.3% |
| CSCO CISCO SYSTEMS, INC. | 73.5M | 2.8% | 947.0K | 111.04 | +65.5% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 71.5M | 2.7% | 294.8K | 235.68 | -2.8% |
| SFBS ServisFirst Bancshares, Inc. | 71.1M | 2.7% | 975.9K | 43.34 | -47.8% |
| MCD MCDONALDS CORP | 66.8M | 2.5% | 215.1K | 270.95 | -13.5% |
| HD HOME DEPOT, INC. | 62.7M | 2.4% | 190.5K | 335.61 | -16.5% |
| CINF CINCINNATI FINANCIAL CORP | 62.4M | 2.3% | 396.5K | 168.29 | +9.5% |
| TFC TRUIST FINANCIAL CORP | 61.1M | 2.3% | 1.3M | 50.42 | +13.6% |
| EMR EMERSON ELECTRIC CO | 61.1M | 2.3% | 466.3K | 157.26 | +20.1% |
| VZ VERIZON COMMUNICATIONS INC | 60.4M | 2.3% | 1.2M | 49.45 | +9.7% |
| PFE PFIZER INC | 60.3M | 2.3% | 2.1M | 28.07 | +10.6% |
| ED CONSOLIDATED EDISON INC | 59.9M | 2.2% | 529.1K | 106.35 | +4.5% |
| AJG Arthur J. Gallagher & Co. | 54.8M | 2.1% | 253.0K | 263.81 | -12.8% |
| QCOM QUALCOMM INC/DE | 53.8M | 2.0% | 417.6K | 160.75 | +3.4% |
| PG PROCTER & GAMBLE Co | 53.5M | 2.0% | 370.4K | 144.68 | -9.3% |
| CL COLGATE PALMOLIVE CO | 53.4M | 2.0% | 626.8K | 91.08 | +5.8% |
| PEP PEPSICO INC | 52.8M | 2.0% | 340.0K | 143.48 | -4.8% |
| TXN TEXAS INSTRUMENTS INC | 51.9M | 1.9% | 267.3K | 264.36 | +31.7% |
| unmapped CUSIP 025537101 | 49.3M | 1.9% | 376.5K | — | — |
| PAYX PAYCHEX INC | 44.6M | 1.7% | 484.4K | 124.47 | -10.4% |
| KMB KIMBERLY CLARK CORP | 43.1M | 1.6% | 447.1K | 109.31 | -18.0% |
| NVDA NVIDIA CORP | 30.8M | 1.2% | 176.7K | 214.72 | +22.4% |
| CAT CATERPILLAR INC | 27.7M | 1.0% | 39.1K | 827.90 | +96.8% |
| KO COCA COLA CO | 20.8M | 0.8% | 273.7K | 91.10 | +28.9% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 19.9M | 0.7% | 758.9K | 26.16 | -1.4% |
| GOOGL Alphabet Inc. | 18.3M | 0.7% | 63.6K | 344.82 | +73.0% |
| DE DEERE & CO | 15.2M | 0.6% | 27.1K | 647.47 | +31.4% |
| AMZN AMAZON COM INC | 14.1M | 0.5% | 67.5K | 258.63 | +15.6% |
| AMD ADVANCED MICRO DEVICES INC | 13.6M | 0.5% | 67.0K | 473.25 | +186.5% |
| GS GOLDMAN SACHS GROUP INC | 13.5M | 0.5% | 16.0K | 1,039.28 | +44.2% |
| V VISA INC. | 12.4M | 0.5% | 41.0K | 371.04 | +7.9% |
| MU MICRON TECHNOLOGY INC | 12.1M | 0.5% | 36.0K | 966.78 | +724.8% |
| TJX TJX COMPANIES INC /DE/ | 12.0M | 0.5% | 75.3K | 140.53 | +1.6% |
| IVV iShares Core S&P 500 ETF | 11.9M | 0.4% | 18.3K | 769.31 | +20.0% |
| ORCL ORACLE CORP | 11.0M | 0.4% | 74.6K | 146.47 | -37.7% |
| AVGO Broadcom Inc. | 10.4M | 0.4% | 33.6K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 10.0M | 0.4% | 17.4K | 549.90 | -26.5% |
| TGT TARGET CORP | 9.7M | 0.4% | 79.6K | 165.44 | +67.6% |
| BX Blackstone Inc. | 9.3M | 0.3% | 80.8K | 143.38 | -12.8% |
| MA Mastercard Inc | 9.1M | 0.3% | 18.3K | 580.63 | -2.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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