StockDrifts LogoStockDrifts

Welch Group, LLC

Portfolio Manager
Welch Group, LLC
Performance
+1.46% (2026 Q1)
AUM (13F)
$2.66B
# of Holdings
308
Performance Rank
Allocation (Top 20)
56.85%

Welch Group, LLC Holdings Map

Top 50 Welch Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
3.58%375.2K$95.2M
-0.17%(-649)
2025-Q1: 360.7K shares2025-Q2: 375.2K shares2025-Q3: 378.1K shares2025-Q4: 375.9K shares2026-Q1: 375.2K shares
$81.36(+267.34%)
2026-03-31
RTX
RTX CORPORATION
3.36%463.3K$89.4M
-7.49%(-37.50K)
2025-Q1: 522.0K shares2025-Q2: 521.5K shares2025-Q3: 518.1K shares2025-Q4: 500.8K shares2026-Q1: 463.3K shares
$76.80(+131.91%)
2026-03-31
CVX
CHEVRON CORPORATION
3.35%430.3K$89.0M
+0.08%(+327)
2025-Q1: 410.2K shares2025-Q2: 419.9K shares2025-Q3: 427.2K shares2025-Q4: 430.0K shares2026-Q1: 430.3K shares
$108.69(+71.14%)
2026-03-31
XOM
EXXON MOBIL CORP
3.34%524.4K$89.0M
-4.37%(-23.96K)
2025-Q1: 527.2K shares2025-Q2: 535.5K shares2025-Q3: 544.1K shares2025-Q4: 548.3K shares2026-Q1: 524.4K shares
$66.43(+128.18%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.3%359.0K$87.8M
-5.54%(-21.07K)
2025-Q1: 372.8K shares2025-Q2: 378.9K shares2025-Q3: 383.4K shares2025-Q4: 380.1K shares2026-Q1: 359.0K shares
$123.63(+86.38%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.06%277.0K$81.5M
-1.44%(-4.04K)
2025-Q1: 284.1K shares2025-Q2: 285.5K shares2025-Q3: 285.2K shares2025-Q4: 281.0K shares2026-Q1: 277.0K shares
$136.93(+119.28%)
2026-03-31
ABBV
ABBVIE INC
2.99%365.9K$79.6M
-0.45%(-1.66K)
2025-Q1: 362.0K shares2025-Q2: 367.4K shares2025-Q3: 370.5K shares2025-Q4: 367.6K shares2026-Q1: 365.9K shares
$65.30(+219.30%)
2026-03-31
MSFT
MICROSOFT CORP
2.98%214.1K$79.3M
+3.60%(+7.44K)
2025-Q1: 203.9K shares2025-Q2: 205.0K shares2025-Q3: 207.0K shares2025-Q4: 206.7K shares2026-Q1: 214.1K shares
$112.86(+259.02%)
2026-03-31
NEE
NEXTERA ENERGY INC
2.98%852.9K$79.2M
-1.90%(-16.49K)
2025-Q1: 835.0K shares2025-Q2: 850.8K shares2025-Q3: 870.8K shares2025-Q4: 869.4K shares2026-Q1: 852.9K shares
$43.24(+119.36%)
2026-03-31
LMT
LOCKHEED MARTIN CORP
2.88%126.7K$76.5M
-4.54%(-6.03K)
2025-Q1: 124.2K shares2025-Q2: 126.9K shares2025-Q3: 130.7K shares2025-Q4: 132.7K shares2026-Q1: 126.7K shares
$264.00(+96.95%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Welch Group, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all