GS β€” GOLDMAN SACHS GROUP INC

Ownership history in Fulcrum Equity Management  Β·  7 quarters on record

AI Ownership Summary

Fulcrum Equity Management reported GOLDMAN SACHS GROUP INC (GS) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.58% in 2026 Q1. The latest visible filing shows GS at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fulcrum Equity Management's position in GOLDMAN SACHS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GS was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fulcrum Equity Management held GS β€” position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 706 +295 +71.8% 0.58% $597K 2026-05-15 (Est.) $863.04
2025 Q4 UNCHANGED 411 β€” 0% 0.33% $327K 2026-01-06 $950.47
2025 Q2 REDUCED 411 -34 -7.6% 0.30% $291K 2025-08-25 $727.40
2025 Q1 REDUCED 445 -5 -1.1% 0.27% $243K 2025-05-01 $542.59
2024 Q4 ADDED 450 +39 +9.5% 0.25% $258K 2025-03-24 $568.33
2024 Q3 REDUCED 411 -33 -7.4% 0.17% $203K 2024-11-22 $584.74
2024 Q2 INITIATED 444 β€” β€” 0.18% $201K 2024-07-22 $469.68

FAQ About Fulcrum Equity Management and GS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fulcrum Equity Management reported owning GS?

Fulcrum Equity Management reported GS across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported GS position in Fulcrum Equity Management's portfolio?

The largest reported portfolio weight for GS was 0.58% in 2026 Q1.

What is the latest reported GS position on this page?

The most recent filing on this page is 2026 Q1, when Fulcrum Equity Management reported 706 shares, equal to 0.58% of portfolio, with an estimated market value of $597K.

What does the chart on this GS ownership page compare?

The chart compares Fulcrum Equity Management's quarterly GS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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