Welch Group, LLC

CIK 0001443095 · BIRMINGHAM, AL · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Welch Group, LLC reported 326 positions worth $2.93B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: AAPL (3.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.93B
2026 Q2
Positions
326
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.8%
Est. Net Flow (Q)
2026 Q2
10 / 326 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$107.9M3.68%372,791
2CSCOCISCO SYS INCSH$106.5M3.64%906,782
3ABBVABBVIE INCSH$93.5M3.19%371,366
4JPMJPMORGAN CHASE & COSH$90.6M3.09%276,835
5JNJJOHNSON & JOHNSONSH$90.5M3.09%356,484
6RTXRTX CORPORATIONSH$87.7M2.99%461,989
7IBMINTERNATIONAL BUSINESS MACHSSH$84.8M2.89%301,425
8SFBSSERVISFIRST BANCSHARES INCSH$83.3M2.84%959,733
9MSFTMICROSOFT CORPSH$82.0M2.80%219,788
10QCOMQUALCOMM INCSH$76.3M2.61%413,112

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Welch Group, LLC hold as of Q2 2026?

Welch Group, LLC reported 326 positions worth $2.93B in its Q2 2026 13F filing. Largest positions: AAPL (3.7%), CSCO (3.6%), ABBV (3.2%), JPM (3.1%) and JNJ (3.1%).

What did Welch Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Welch Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.