Institutional Fund
Welch Group, LLC
Birmingham, ALCIK 14430955 filings on record
Portfolio Value
$2.66B
Q1 2026
Holdings
308
Reported positions
New Buys
23
Opened this quarter
QoQ Change
+2.6%
from $2.59B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.6%
- Rtx Corporation3.4%
- Chevron Corp New3.3%
- Exxon Mobil Corp3.3%
- Johnson & Johnson3.3%
- Jpmorgan Chase & Co.3.1%
- Other80.0%
Portfolio Holdings
308 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 375.2K | $95.23M | 3.6% | −649 | Reduced |
| 2 | Rtx Corporation | 463.3K | $89.38M | 3.4% | −37.5K | Reduced |
| 3 | Chevron Corp New | 430.3K | $89.03M | 3.3% | +327 | Added |
| 4 | Exxon Mobil Corp | 524.4K | $88.97M | 3.3% | −24.0K | Reduced |
| 5 | Johnson & Johnson | 359.0K | $87.76M | 3.3% | −21.1K | Reduced |
| 6 | Jpmorgan Chase & Co. | 277.0K | $81.48M | 3.1% | −4.0K | Reduced |
| 7 | Abbvie Inc | 365.9K | $79.59M | 3.0% | −1.7K | Reduced |
| 8 | Microsoft Corp | 214.1K | $79.26M | 3.0% | +7.4K | Added |
| 9 | Nextera Energy Inc | 852.9K | $79.22M | 3.0% | −16.5K | Reduced |
| 10 | Lockheed Martin Corp | 126.7K | $76.55M | 2.9% | −6.0K | Reduced |
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