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
$3.78T
$107 Million 4.19% of portfolio
207,049
Q3 2025 Added 1.01%
$4.3T
$96.3 Million 3.76% of portfolio
378,099
Q3 2025 Added 0.78%
$881B
$90 Million 3.52% of portfolio
285,172
Q3 2025 Reduced 0.13%
$258B
$86.7 Million 3.39% of portfolio
518,150
Q3 2025 Reduced 0.64%
$414B
$85.8 Million 3.35% of portfolio
370,508
Q3 2025 Added 0.86%
$266B
$85 Million 3.32% of portfolio
301,260
Q3 2025 Added 0.29%
$3.87B
$79.2 Million 3.1% of portfolio
983,776
Q3 2025 Added 0.99%
$98.6B
$73.2 Million 2.86% of portfolio
772,574
Q3 2025 Added 0.67%
$367B
$72.5 Million 2.83% of portfolio
178,824
Q3 2025 Added 1.2%
$522B
$71.1 Million 2.78% of portfolio
383,400
Q3 2025 Added 1.18%
$54.4B
$70.2 Million 2.74% of portfolio
226,514
Q3 2025 Added 1.11%
$303B
$66.3 Million 2.59% of portfolio
427,227
Q3 2025 Added 1.75%
$319B
$66.1 Million 2.58% of portfolio
966,136
Q3 2025 Added 1.04%
$168B
$65.7 Million 2.57% of portfolio
870,827
Q3 2025 Added 2.35%
$123B
$65.2 Million 2.55% of portfolio
130,685
Q3 2025 Added 2.97%
$187B
$63.8 Million 2.5% of portfolio
383,804
Q3 2025 Added 2.1%
$26.1B
$63.6 Million 2.49% of portfolio
402,235
Q3 2025 Added 0.44%
$75.4B
$63.3 Million 2.47% of portfolio
482,412
Q3 2025 Reduced 0.13%
$490B
$61.3 Million 2.4% of portfolio
544,075
Q3 2025 Added 1.6%
$59.5B
$60 Million 2.34% of portfolio
1,311,936
Q3 2025 Added 1.01%
$65.7B
$54.8 Million 2.14% of portfolio
685,785
Q3 2025 Added 3.12%
$346B
$53 Million 2.07% of portfolio
344,698
Q3 2025 Added 2.04%
$36B
$52.5 Million 2.05% of portfolio
522,697
Q3 2025 Added 1.69%
$40.4B
$51.5 Million 2.01% of portfolio
406,394
Q3 2025 Added 1.98%
$172B
$51.3 Million 2.0% of portfolio
1,166,318
Q3 2025 Added 1.6%
$141B
$50.6 Million 1.98% of portfolio
1,986,914
Q3 2025 Added 4.09%
$177B
$50 Million 1.96% of portfolio
257,192
Q3 2025 Added 1.72%
$35.1B
$46.8 Million 1.83% of portfolio
376,064
Q3 2025 Added 2.32%
$204B
$46.4 Million 1.81% of portfolio
330,181
Q3 2025 Reduced 9.26%
$28.1B
$41.5 Million 1.62% of portfolio
822,280
Q3 2025 Added 5.73%
$465B
$34 Million 1.33% of portfolio
182,318
Q3 2025 Reduced 0.96%
$291B
$19.4 Million 0.76% of portfolio
40,697
Q3 2025 Added 2.68%
$593B
$19 Million 0.74% of portfolio
67,411
Q3 2025 Added 2.32%
$306B
$17.8 Million 0.7% of portfolio
269,136
Q3 2025 Added 3.79%
$1.65T
$15.7 Million 0.61% of portfolio
64,689
Q3 2025 Added 0.66%
$2.39T
$13.8 Million 0.54% of portfolio
63,023
Q3 2025 Added 3.45%
$265B
$13.1 Million 0.51% of portfolio
16,502
Q3 2025 Added 0.6%
$533B
$12.9 Million 0.51% of portfolio
37,881
Q3 2025 Added 6.93%
$0
$12.2 Million 0.48% of portfolio
18,254
Q3 2025 Added 3.51%
$144B
$12 Million 0.47% of portfolio
26,258
Q3 2025 Added 2.74%
$1.37T
$11.6 Million 0.46% of portfolio
15,861
Q3 2025 Added 1.12%
$388B
$11.5 Million 0.45% of portfolio
71,260
Q3 2025 Added 1.67%
$139B
$11 Million 0.43% of portfolio
33,252
Q3 2025 Added 2.12%
$98.1B
$10.9 Million 0.43% of portfolio
64,041
Q3 2025 Added 2.23%
$170B
$10.8 Million 0.42% of portfolio
74,424
Q3 2025 Added 3.46%
$228B
$10.4 Million 0.41% of portfolio
77,565
Q3 2025 Added 3.54%
$512B
$9.11 Million 0.36% of portfolio
16,017
Q3 2025 Added 3.29%
$136B
$8.91 Million 0.35% of portfolio
24,112
Q3 2025 Added 10.93%
$37.3B
$8.57 Million 0.33% of portfolio
27,865
Q3 2025 Reduced 0.45%

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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