Welch Group, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.39 Billion distributed in 281 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $102M, International Business Machines Corp with a value of $88.6M, Jpmorgan Chase & CO with a value of $82.8M, Apple Inc. with a value of $77M, and Raytheon Technologies Corp with a value of $76.1M.

Examining the 13F form we can see an increase of $87.4M in the current position value, from $2.3B to 2.39B.

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

Portfolio value $2.39 Billion
Technology: $517 Million
Financial Services: $431 Million
Industrials: $323 Million
Consumer Defensive: $292 Million
Healthcare: $203 Million
Utilities: $187 Million
Consumer Cyclical: $154 Million
Energy: $125 Million
Other: $154 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 281
  • Current Value $2.39 Billion
  • Prior Value $2.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 168 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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