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
$3.11B
$1.01 Million 0.04% of portfolio
34,558
Q4 2024 Reduced 8.37%
$42.8B
$1 Million 0.04% of portfolio
8,653
Q3 2025 Added 3.59%
$407B
$920,000 0.04% of portfolio
5,046
Q3 2025 Added 12.08%
$0
$1.12 Million 0.04% of portfolio
12,231
Q3 2025 Reduced 48.43%
$29.2B
$1.03 Million 0.04% of portfolio
14,069
Q3 2025 Added 14.64%
$22.9B
$1.07 Million 0.04% of portfolio
25,233
Q3 2025 Reduced 3.11%
$7.31B
$933,000 0.04% of portfolio
10,108
Q3 2025 Added 4.21%
$490B
$1.08 Million 0.04% of portfolio
897
Q3 2025 Reduced 0.44%
$205B
$943,000 0.04% of portfolio
6,403
Q2 2025 Added 0.2%
$64.8B
$1.03 Million 0.04% of portfolio
12,187
Q3 2025 Added 1.27%
$65.3B
$965,000 0.04% of portfolio
3,213
Q3 2025 Added 74.71%
$0
$987,000 0.04% of portfolio
8,179
Q3 2025 Added 57.41%
$0
$969,000 0.04% of portfolio
2,953
Q3 2025 Added 21.27%
$0
$972,000 0.04% of portfolio
13,239
Q3 2025 New
$113B
$1.11 Million 0.04% of portfolio
11,771
Q3 2025 Added 12.6%
$26.9B
$1.15 Million 0.04% of portfolio
7,802
Q2 2025 Added 0.03%
$0
$937,000 0.04% of portfolio
2,873
Q3 2025 Added 1.38%
$204B
$1.15 Million 0.04% of portfolio
10,052
Q3 2025 Added 4.05%
$115B
$909,000 0.04% of portfolio
3,221
Q3 2025 Added 20.55%
$0
$923,000 0.04% of portfolio
3,276
Q3 2025 Added 0.24%
$10.8B
$1.01 Million 0.04% of portfolio
5,500
Q2 2024 Added 57.14%
$61.6B
$921,000 0.04% of portfolio
8,194
Q3 2025 Added 0.07%
$154B
$979,000 0.04% of portfolio
2,616
Q3 2025 Added 0.35%
$0
$957,000 0.04% of portfolio
17,678
Q3 2025 Added 285.48%
$38.6B
$652,000 0.03% of portfolio
1,035
Q4 2024 Added 0.68%
$3.99B
$676,000 0.03% of portfolio
5,800
Q3 2025 Reduced 5.97%
$0
$863,000 0.03% of portfolio
2,940
Q3 2025 Added 8.21%
$0
$852,000 0.03% of portfolio
6,051
Q3 2025 Added 2.07%
$34.6B
$730,000 0.03% of portfolio
25,373
Q3 2025 Added 0.86%
$0
$662,000 0.03% of portfolio
4,662
Q3 2025 Added 4.55%
$4.92B
$702,000 0.03% of portfolio
7,500
Q2 2024 Added 87.5%
$93.9B
$816,000 0.03% of portfolio
2,393
Q3 2025 Added 16.85%
$0
$841,000 0.03% of portfolio
21,229
Q3 2025 Reduced 5.65%
$255B
$797,000 0.03% of portfolio
4,768
Q2 2025 Reduced 0.79%
$39.7B
$820,000 0.03% of portfolio
5,397
Q3 2025 Reduced 0.02%
$25.1B
$731,000 0.03% of portfolio
5,113
Q3 2025 Added 11.39%
$0
$636,000 0.02% of portfolio
852
Q4 2024 Added 0.12%
$412M
$431,000 0.02% of portfolio
48,396
Q2 2024 Reduced 9.15%
$123B
$459,000 0.02% of portfolio
1,395
Q3 2025 Added 31.6%
$26.6B
$424,000 0.02% of portfolio
3,153
Q2 2025 Added 2.84%
$42.4B
$437,000 0.02% of portfolio
4,951
Q2 2025 Added 0.08%
$0
$627,000 0.02% of portfolio
10,467
Q3 2025 New
$14.1B
$605,000 0.02% of portfolio
58,118
Q2 2024 Added 122.52%
$0
$546,000 0.02% of portfolio
3,002
Q3 2025 Reduced 20.37%
$85.1B
$512,000 0.02% of portfolio
2,412
Q2 2025 Added 3.47%
$0
$423,000 0.02% of portfolio
3,072
Q3 2025 Reduced 2.38%
$73.8B
$618,000 0.02% of portfolio
3,079
Q3 2025 Added 3.46%
$57.8B
$558,000 0.02% of portfolio
2,976
Q3 2025 Added 0.13%
$44.4B
$425,000 0.02% of portfolio
5,279
Q3 2025 Added 5.81%

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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