Welch Group
Welch Group reported 319 stocks worth $2.9B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are AAPL (4.2%), MSFT (3.9%) and ABBV (3.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to MSFT, ABBV and CVX, trimmed AAPL, CSCO and JNJ and sold out of XOM, OKE and XLC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $124M | 4.2% | 371K | −1,901 (−1%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $115M | 3.9% | 224K | +4,074 (+2%) | 8 of 8 | |
| 3 |  ABBV Abbvie Inc | $97.4M | 3.3% | 372K | +949 (+0%) | 8 of 8 | |
| 4 |  CSCO Cisco Sys Inc | $95.5M | 3.3% | 887K | −20K (−2%) | 8 of 8 | |
| 5 |  JNJ Johnson & Johnson | $93.6M | 3.2% | 354K | −2,908 (−1%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $91.5M | 3.1% | 277K | No change | 8 of 8 | |
| 7 |  CVX Chevron Corp New | $88.8M | 3.0% | 435K | +2,575 (+1%) | 8 of 8 | |
| 8 |  RTX Rtx Corp | $85.7M | 2.9% | 462K | No change | 8 of 8 | |
| 9 |  XOM Exxon Mobil Corp | $84.5M | 2.9% | 519K | New position | 1 of 8 | |
| 10 |  QCOM Qualcomm Inc | $77.2M | 2.6% | 419K | +6,200 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
XOM Exxon Mobil Corp | $71.1M | 520K |
 OKE Oneok Inc New | $1.3M | 15K |
 XLC Select Sector Spdr TR | $428K | 3,995 |
 MUB Ishares TR | $391K | 3,629 |
 JEPI J P Morgan Exchange Traded F | $261K | 4,615 |
🔒 Free account: see all 26.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Welch Group 13F FAQ
What does Welch Group own?
Welch Group reported 319 stocks worth $2.9B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are AAPL (4.2%), MSFT (3.9%) and ABBV (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Welch Group buy and sell in Q3 2026?
Compared with Q2 2026: 25 new positions, 154 added to, 54 trimmed and 26 sold out. New positions include XOM. It sold all of XOM, OKE and XLC.
When will Welch Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Welch Group's portfolio worth?
The Q3 2026 filing reports $2.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.