Welch Group, LLC has filed its 13F form on April 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.02 Billion distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $85.2M, Servis First Bancshares, Inc. with a value of $84.6M, Abb Vie Inc. with a value of $65.1M, Home Depot, Inc. with a value of $64M, and Jpmorgan Chase & CO with a value of $63.1M.

Examining the 13F form we can see an increase of $159M in the current position value, from $1.86B to 2.02B.

Below you can find more details about Welch Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.02 Billion
Financial Services: $362 Million
Technology: $356 Million
Consumer Defensive: $332 Million
Industrials: $254 Million
Healthcare: $184 Million
Utilities: $155 Million
Consumer Cyclical: $137 Million
Energy: $125 Million
Other: $112 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 234
  • Current Value $2.02 Billion
  • Prior Value $1.86 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 20 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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