Managers / Q1 2026
Welch Group, LLC
CIK 0001443095 · 3940 MONTCLAIR ROAD, FIFTH FLOOR, BIRMINGHAM, AL, 35213 · 205-879-5001
Reported Value
$2.7B
Q1 2026
Positions
310
Filings on Record
30
2019–present window
Filed
Apr 21, 2026
original filing
Summary
Welch Group, Llc reported $2.7B in U.S.-listed holdings across 310 positions for Q1 2026.
Its largest position, AAPL, represents 3.6% of the portfolio.
Compared with Q4 2025, the fund opened 23 new positions and exited 22.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.7B | 310 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.6B | 309 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.6B | 299 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.4B | 281 | Jul 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.3B | 266 | Apr 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.2B | 263 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.3B | 269 | Oct 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.1B | 267 | Jul 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.0B | 234 | Apr 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.9B | 228 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.7B | 215 | Oct 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.7B | 217 | Jul 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.7B | 216 | Apr 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.75T | 219 | Jan 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.5B | 180 | Oct 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.6B | 201 | Jul 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.8B | 214 | Apr 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.7B | 217 | Jan 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.5B | 189 | Nov 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.5B | 189 | Jul 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.4B | 189 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.2B | 147 | Jan 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.1B | 139 | Oct 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.1B | 133 | Jul 22, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $937M | 154 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.0B | 160 | Jan 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $974M | 146 | Nov 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $937M | 144 | Jul 11, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $908M | 144 | Apr 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $816M | 145 | Jan 10, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.