Welch Group, LLC Portfolio Holdings
Welch Group, LLC
- $2.39 Billion
- Q2 2025
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
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