GS — Goldman Sachs Group Inc

Ownership history in Capital Wealth Planning, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Capital Wealth Planning, LLC reported a position in Goldman Sachs Group Inc (GS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.93% (2020 Q4)
Avg. % of fund
4.65%
First filed
2017 Q2
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 935,946 -51,637 -5.2% 5.40% $834.1M $874.40
2025 Q3 REDUCED 987,583 -13,711 -1.4% 5.54% $786.5M $788.27
2025 Q2 REDUCED 1,001,294 -106,963 -9.7% 5.59% $708.7M $696.84
2025 Q1 ADDED 1,108,257 +22,180 +2.0% 5.25% $605.4M $535.20
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GS price (monthly, adj. close)

Other funds also holding GS

As of 2025 Q4 — sorted by position size

SHERMAN PORFOLIOS, LLC 10.46% CACTI ASSET MANAGEMENT LLC 3Y 7Y 10.11% PARK CIRCLE Co 3Y 7Y 8.55% Focused Investors LLC 3Y 7Y 7.79% BANTAMAC CAPITAL, LLC 3Y 7.16% BANTAMAC CAPITAL, LLC 3Y 7.16% Tenere Capital LLC 3Y 6.76% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.75% BARR E S & CO 3Y 7Y 6.7% CALIFORNIA FIRST LEASING CORP 3Y 6.62%
← Back to Capital Wealth Planning, LLC Holdings