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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$102 Million 4.27% of portfolio
204,974
Q2 2025 Added 0.53%
$210B
$88.6 Million 3.71% of portfolio
300,394
Q2 2025 Reduced 0.27%
$859B
$82.8 Million 3.47% of portfolio
285,533
Q2 2025 Added 0.49%
$3.69T
$77 Million 3.23% of portfolio
375,181
Q2 2025 Added 4.01%
$229B
$76.1 Million 3.19% of portfolio
521,476
Q2 2025 Reduced 0.1%
$4.43B
$75.5 Million 3.17% of portfolio
974,158
Q2 2025 Reduced -0.0%
$61.1B
$71.7 Million 3.01% of portfolio
224,038
Q2 2025 Reduced 0.79%
$102B
$70.5 Million 2.95% of portfolio
767,455
Q2 2025 Added 0.13%
$351B
$68.2 Million 2.86% of portfolio
367,359
Q2 2025 Added 1.48%
$293B
$66.3 Million 2.78% of portfolio
956,197
Q2 2025 Added 1.23%
$405B
$64.8 Million 2.72% of portfolio
176,698
Q2 2025 Added 2.39%
$78.6B
$64.4 Million 2.7% of portfolio
483,059
Q2 2025 Added 1.9%
$70.9B
$60.5 Million 2.53% of portfolio
665,041
Q2 2025 Added 1.48%
$302B
$60.1 Million 2.52% of portfolio
419,880
Q2 2025 Added 2.37%
$222B
$60.2 Million 2.52% of portfolio
206,004
Q2 2025 Added 1.07%
$173B
$59.9 Million 2.51% of portfolio
375,898
Q2 2025 Added 3.61%
$141B
$59.1 Million 2.48% of portfolio
850,837
Q2 2025 Added 1.9%
$113B
$58.8 Million 2.46% of portfolio
126,912
Q2 2025 Added 2.18%
$48.7B
$58 Million 2.43% of portfolio
398,493
Q2 2025 Added 0.02%
$452B
$57.9 Million 2.43% of portfolio
378,913
Q2 2025 Added 1.64%
$442B
$57.7 Million 2.42% of portfolio
535,498
Q2 2025 Added 1.57%
$58.4B
$55.8 Million 2.34% of portfolio
1,298,835
Q2 2025 Added 3.54%
$368B
$53.8 Million 2.26% of portfolio
337,798
Q2 2025 Added 1.42%
$36.8B
$51.6 Million 2.16% of portfolio
514,010
Q2 2025 Added 0.12%
$182B
$49.7 Million 2.08% of portfolio
1,147,934
Q2 2025 Added 0.88%
$177B
$49.2 Million 2.06% of portfolio
252,853
Q2 2025 Added 2.84%
$202B
$48 Million 2.01% of portfolio
363,869
Q2 2025 Added 3.75%
$45.1B
$47.4 Million 1.99% of portfolio
367,551
Q2 2025 Added 1.16%
$138B
$46.3 Million 1.94% of portfolio
1,908,773
Q2 2025 Added 4.48%
$29.2B
$40.3 Million 1.69% of portfolio
777,702
Q2 2025 Added 1.85%
$456B
$29.1 Million 1.22% of portfolio
184,091
Q2 2025 Added 2.62%
$306B
$18.3 Million 0.77% of portfolio
259,317
Q2 2025 Added 1.03%
$218B
$15.4 Million 0.64% of portfolio
39,634
Q2 2025 Added 4.38%
$684B
$14.4 Million 0.6% of portfolio
65,885
Q2 2025 Added 4.4%
$2.26T
$13.4 Million 0.56% of portfolio
60,924
Q2 2025 Added 4.66%
$153B
$13 Million 0.54% of portfolio
25,557
Q2 2025 Added 1.72%
$551B
$12.6 Million 0.53% of portfolio
35,425
Q2 2025 Added 2.04%
$1.78T
$11.6 Million 0.49% of portfolio
15,686
Q2 2025 Added 3.89%
$254B
$11.6 Million 0.49% of portfolio
16,404
Q2 2025 Added 3.15%
$1.21T
$11.3 Million 0.47% of portfolio
64,262
Q2 2025 Added 3.99%
$0
$10.9 Million 0.46% of portfolio
17,635
Q2 2025 Added 0.18%
$229B
$10.2 Million 0.43% of portfolio
74,915
Q2 2025 Added 6.18%
$282B
$9.95 Million 0.42% of portfolio
70,087
Q2 2025 Added 11.93%
$123B
$9.37 Million 0.39% of portfolio
62,641
Q2 2025 Added 5.8%
$127B
$8.98 Million 0.38% of portfolio
32,562
Q2 2025 Added 14.4%
$155B
$8.88 Million 0.37% of portfolio
71,935
Q2 2025 Added 4.4%
$548B
$8.71 Million 0.37% of portfolio
15,507
Q2 2025 Added 3.37%
$142B
$8.6 Million 0.36% of portfolio
21,736
Q2 2025 Added 4.69%
$65.4B
$8.27 Million 0.35% of portfolio
78,407
Q2 2025 Reduced 1.75%

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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