13F filer

Welch Group

As of Jun 30, 2026 Filed Jul 23, 2026 CIK 1443095 SEC filings ↗
13F Value
$2.93B
Positions
326
Top Position
AAPL3.7%
Top 5
16.7%

Latest filing changes

vs Mar 31, 2026
1 LLY Eli Lilly +96.9%+$8.9M
3 HD Home Depot +5.2%+$3.5M
4 MCD McDonald's +4.5%+$2.6M
Holdings326
# Trend (4Q)
1 AAPL 3.7% $107.9M -0.6% 372.8K 3.6% Common Stock
2 CSCO 3.6% $106.5M -4.2% 906.8K 2.8% Common Stock
3 ABBV 3.2% $93.5M +1.5% 371.4K 3.0% Common Stock
4 JPM 3.1% $90.6M -0.1% 276.8K 3.1% Common Stock
5 JNJ 3.1% $90.5M -0.7% 356.5K 3.3% Common Stock
6 RTX 3.0% $87.7M -0.3% 462.0K 3.4% Common Stock
7 IBM 2.9% $84.8M +2.2% 301.4K 2.7% Common Stock
8 SFBS 2.8% $83.3M -1.7% 959.7K 2.7% Common Stock
9 MSFT 2.8% $82.0M +2.6% 219.8K 3.0% Common Stock
10 QCOM 2.6% $76.3M -1.1% 413.1K 2.0% Common Stock
11 TXN 2.6% $76.2M -4.4% 255.5K 1.9% Common Stock
12 SO 2.6% $75.4M +0.6% 787.8K 2.8% Common Stock
13 NEE 2.6% $75.3M +0.6% 858.2K 3.0% Common Stock
14 CINF 2.5% $73.3M -0.1% 396.0K 2.3% Common Stock
15 CVX 2.4% $71.6M +0.4% 432.1K 3.3% Common Stock
16 XOM
Filing details
  • 30231G102 Jun 30, 2026 519,749 reported quantity $71,060,090 reported value
2.4% $71.1M -0.9% 519.7K 3.3% Common Stock
17 HD 2.4% $70.7M +5.2% 200.4K 2.4% Common Stock
18 EMR 2.3% $66.8M +0.0% 466.3K 2.3% Common Stock
19 TFC 2.3% $66.7M +0.8% 1.34M 2.3% Common Stock
20 LMT 2.3% $66.4M +2.8% 130.2K 2.9% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing12
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.