Welch Group, LLC Portfolio Holdings

Welch Group, LLC

  • $2.56 Billion
  • Q3 2025

Welch Group, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.56 Billion distributed in 299 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $107M, Apple Inc. with a value of $96.3M, Jpmorgan Chase & CO with a value of $90M, Raytheon Technologies Corp with a value of $86.7M, and Abb Vie Inc. with a value of $85.8M.

Examining the 13F form we can see an increase of $173M in the current position value, from $2.39B 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: $564 Million
Financial Services: $457 Million
Industrials: $337 Million
Consumer Defensive: $284 Million
Healthcare: $240 Million
Utilities: $198 Million
Consumer Cyclical: $170 Million
Energy: $136 Million
Other: $173 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.4B
$8.32 Million 0.32% of portfolio
24,014
Q3 2025 Added 4.88%
$65.9B
$7.92 Million 0.31% of portfolio
38,906
Q3 2025 New
$67.7B
$7.31 Million 0.29% of portfolio
65,434
Q3 2025 Reduced 16.55%
$49.7B
$7.01 Million 0.27% of portfolio
117,455
Q3 2025 Added 7.49%
$12.8B
$6.77 Million 0.26% of portfolio
47,333
Q3 2025 Reduced 0.51%
$158B
$6.75 Million 0.26% of portfolio
27,364
Q3 2025 Added 17.44%
$270B
$6.27 Million 0.24% of portfolio
18,866
Q3 2025 Added 0.18%
$42.7B
$6.23 Million 0.24% of portfolio
69,410
Q3 2025 Added 12.62%
$820B
$5.73 Million 0.22% of portfolio
7,514
Q3 2025 Added 15.42%
$0
$5.34 Million 0.21% of portfolio
8,721
Q3 2025 Reduced 5.8%
$275B
$5.2 Million 0.2% of portfolio
50,486
Q3 2025 Added 5.24%
$22.6B
$3.99 Million 0.16% of portfolio
151,408
Q3 2025 Added 10.07%
$0
$3.73 Million 0.15% of portfolio
5,592
Q3 2025 Added 10.69%
$224B
$3.52 Million 0.14% of portfolio
21,716
Q3 2025 Added 0.28%
$6.49B
$3.32 Million 0.13% of portfolio
67,623
Q3 2025 Reduced 0.13%
$0
$3.2 Million 0.12% of portfolio
38,549
Q3 2025 Added 11.64%
$1.72T
$3.13 Million 0.12% of portfolio
12,837
Q3 2025 Reduced 0.77%
$0
$3.2 Million 0.12% of portfolio
54,347
Q3 2025 Added 45.02%
$127B
$2.97 Million 0.12% of portfolio
8,368
Q3 2025 Added 5.34%
$101B
$2.72 Million 0.11% of portfolio
41,161
Q3 2025 Reduced 2.73%
$218B
$2.87 Million 0.11% of portfolio
34,242
Q3 2025 Added 2.87%
$176B
$2.65 Million 0.1% of portfolio
93,820
Q3 2025 Added 10.16%
$6.02B
$2.22 Million 0.09% of portfolio
22,000
Q2 2024 Added 76.0%
$330B
$1.96 Million 0.08% of portfolio
23,405
Q3 2025 Added 4.18%
$18B
$1.92 Million 0.08% of portfolio
13,858
Q3 2025 Added 6.46%
$89.8B
$1.77 Million 0.07% of portfolio
2,911
Q3 2025 Added 1.36%
$7.97B
$1.85 Million 0.07% of portfolio
13,000
Q2 2024 Added 271.43%
$87.2B
$1.85 Million 0.07% of portfolio
16,936
Q2 2024 Added 217.39%
$13.8B
$1.75 Million 0.07% of portfolio
20,653
Q2 2025 Reduced 13.19%
$403B
$1.67 Million 0.07% of portfolio
1,808
Q3 2025 Added 3.02%
$65.8B
$1.86 Million 0.07% of portfolio
8,123
Q2 2025 Added 0.01%
$70.5B
$1.83 Million 0.07% of portfolio
5,130
Q2 2025 Added 0.02%
$83.9B
$1.91 Million 0.07% of portfolio
10,703
Q2 2025 Added 0.03%
$82B
$1.83 Million 0.07% of portfolio
8,281
Q3 2025 Added 21.96%
$121B
$1.48 Million 0.06% of portfolio
76,785
Q3 2025 Added 21.0%
$429B
$1.6 Million 0.06% of portfolio
31,022
Q3 2025 Added 8.1%
$5.93B
$1.43 Million 0.06% of portfolio
13,240
Q3 2025 Reduced 1.49%
$135B
$1.62 Million 0.06% of portfolio
7,716
Q3 2025 Added 4.47%
$95.7B
$1.59 Million 0.06% of portfolio
12,821
Q3 2025 Added 3.4%
$7.44B
$1.51 Million 0.06% of portfolio
5,400
Q2 2024 Added 86.21%
$1.44T
$1.28 Million 0.05% of portfolio
2,871
Q3 2025 Added 0.07%
$266B
$1.21 Million 0.05% of portfolio
9,466
Q2 2025 Added 0.21%
$78.8B
$1.22 Million 0.05% of portfolio
19,587
Q3 2025 Added 3.7%
$5.52B
$1.31 Million 0.05% of portfolio
7,512
Q2 2024 Added 149.4%
$11.6B
$1.17 Million 0.05% of portfolio
15,311
Q3 2025 New
$17.1B
$1.3 Million 0.05% of portfolio
15,400
Q2 2024 Added 185.19%
$0
$1.28 Million 0.05% of portfolio
4,237
Q1 2025 Reduced 2.95%
$60.4B
$1.07 Million 0.04% of portfolio
1,120
Q3 2025 Reduced 2.18%
$0
$907,000 0.04% of portfolio
16,565
Q3 2025 Added 1.19%

Summary

  • Portfolio
  • No. of Stocks 299
  • Current Value $2.56 Billion
  • Prior Value $2.39 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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