StockDriftsStockDriftsTop 50 Welch Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.69% | 372.8K | $107.9M | -0.65%(-2.42K) | $81.36(+276.93%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.64% | 906.8K | $106.5M | -4.24%(-40.17K) | $58.47(+107.06%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.2% | 371.4K | $93.5M | +1.48%(+5.43K) | $67.74(+268.03%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.1% | 276.8K | $90.6M | -0.06%(-169) | $136.93(+164.00%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.1% | 356.5K | $90.5M | -0.70%(-2.52K) | $123.63(+112.46%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 3% | 462.0K | $87.7M | -0.29%(-1.36K) | $76.80(+191.51%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.9% | 301.4K | $84.8M | +2.25%(+6.62K) | $126.87(+86.24%) | 2026-06-30 | |
| SFBS | SERVISFIRST BANCSHARES INC | 2.85% | 959.7K | $83.3M | -1.66%(-16.20K) | $36.27(+145.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.8% | 219.8K | $82.0M | +2.65%(+5.67K) | $119.39(+321.11%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 2.61% | 413.1K | $76.3M | -1.07%(-4.48K) | $137.22(+19.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.04% | +36.92% | +7.75% | +45.23% |
| Top 20 Holdings Unweighted | +11.51% | +38.64% | +8.42% | +49.79% |
Welch Group, LLC reports $2.93B in US-listed equity holdings across 320 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.7%), CSCO (3.6%) and ABBV (3.2%). The top 20 holdings account for 55.29% of reported assets. Its disclosed equity book has returned +36.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Welch Group, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Welch Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1443095). View Welch Group, LLC’s 13F filings on SEC