Welch Group, LLC Portfolio Holdings
Welch Group, LLC
- $2.56 Billion
- Q4 2025
Welch Group, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.56 Billion distributed in 309 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $105M, Apple Inc. with a value of $101M, Raytheon Technologies Corp with a value of $88M, International Business Machines Corp with a value of $86.7M, and Abb Vie Inc. with a value of $86M.
Examining the 13F form we can see an increase of $2.37M in the current position value, from $2.56B to 2.56B.
Below you can find more details about Welch Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.56 Billion
Technology: $588 Million
Financial Services: $429 Million
Industrials: $330 Million
Healthcare: $248 Million
Utilities: $244 Million
Consumer Defensive: $224 Million
Consumer Cyclical: $165 Million
Energy: $139 Million
Other: $194 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 309
- Current Value $2.56 Billion
- Prior Value $2.56 Billion
- Filing
- Period Q4 2025
- Filing Date January 26, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 26 stocks
- Additional Purchases 142 stocks
- Sold out of 0 stocks
- Reduced holdings in 71 stocks