account_balance

Investment manager · 13F filer · SEC CIK 1443095

Welch Group, LLC

Reported value$2.93Bas of Sep 30, 2026
Positions319 22 new, 23 sold out
Top 10 weight32.5%AAPL alone is 4%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • HON $821K
  • ICSH $619K
  • EIX $501K
  • SDY $441K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • XLC $428K
  • MUB $391K
  • JEPI $261K
  • FBIN $254K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast