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Size ($ in 1000's)
At 03/31/2024: $2,016,400
At 12/31/2023: $1,856,765
Welch Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Welch Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Welch Group LLC top holdings by largest position size, as per the latest 13f filing made by Welch Group LLC.
In the Welch Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Welch Group LLC in that top holding, then the share count change between reporting periods, and finally the Welch Group LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
202,580 |
-16,276 |
$85,229 | | MSFT | 202,580 | -16,276 | $85,229 | | SERVISFIRST BANCSHARES INC (SFBS) |
1,274,271 |
-25,202 |
$84,561 | | SFBS | 1,274,271 | -25,202 | $84,561 | | ABBVIE INC |
357,441 |
-11,505 |
$65,090 | | ABBV | 357,441 | -11,505 | $65,090 | | HOME DEPOT INC |
166,967 |
-3,843 |
$64,049 | | HD | 166,967 | -3,843 | $64,049 | | JPMORGAN CHASE & CO |
315,037 |
-13,429 |
$63,102 | | JPM | 315,037 | -13,429 | $63,102 | | INTERNATIONAL BUSINESS MACHS |
324,278 |
-19,567 |
$61,924 | | IBM | 324,278 | -19,567 | $61,924 | | APPLE INC |
358,258 |
-9,451 |
$61,434 | | AAPL | 358,258 | -9,451 | $61,434 | | GALLAGHER ARTHUR J & CO |
241,817 |
-14,115 |
$60,464 | | AJG | 241,817 | -14,115 | $60,464 | | EXXON MOBIL CORP |
514,561 |
+9,829 |
$59,813 | | XOM | 514,561 | +9,829 | $59,813 | | QUALCOMM INC |
353,288 |
-19,070 |
$59,812 | | QCOM | 353,288 | -19,070 | $59,812 | | CHEVRON CORP NEW |
372,870 |
+18,014 |
$58,817 | | CVX | 372,870 | +18,014 | $58,817 | | SOUTHERN CO |
789,070 |
+11,248 |
$56,608 | | SO | 789,070 | +11,248 | $56,608 | | COLGATE PALMOLIVE CO |
627,813 |
-4,079 |
$56,535 | | CL | 627,813 | -4,079 | $56,535 | | EMERSON ELEC CO |
483,432 |
-13,767 |
$54,831 | | EMR | 483,432 | -13,767 | $54,831 | | RTX CORPORATION |
548,655 |
+19,240 |
$53,510 | | RTX | 548,655 | +19,240 | $53,510 | | MCDONALDS CORP |
186,215 |
-722 |
$52,503 | | MCD | 186,215 | -722 | $52,503 | | PEPSICO INC |
299,911 |
+10,350 |
$52,487 | | PEP | 299,911 | +10,350 | $52,487 | | LOCKHEED MARTIN CORP |
115,366 |
+3,681 |
$52,477 | | LMT | 115,366 | +3,681 | $52,477 | | PROCTER AND GAMBLE CO |
319,643 |
-789 |
$51,862 | | PG | 319,643 | -789 | $51,862 | | JOHNSON & JOHNSON |
326,765 |
+14,527 |
$51,691 | | JNJ | 326,765 | +14,527 | $51,691 | | CINCINNATI FINL CORP |
410,991 |
+1,360 |
$51,033 | | CINF | 410,991 | +1,360 | $51,033 | | NEXTERA ENERGY INC |
794,225 |
+95,186 |
$50,759 | | NEE | 794,225 | +95,186 | $50,759 | | PAYCHEX INC |
397,903 |
-509 |
$48,863 | | PAYX | 397,903 | -509 | $48,863 | | TRUIST FINL CORP |
1,197,509 |
+480,883 |
$46,679 | | TFC | 1,197,509 | +480,883 | $46,679 | | GENERAL MLS INC |
665,037 |
+49,648 |
$46,533 | | GIS | 665,037 | +49,648 | $46,533 | | KIMBERLY CLARK CORP |
346,119 |
+20,965 |
$44,770 | | KMB | 346,119 | +20,965 | $44,770 | | CONSOLIDATED EDISON INC |
489,378 |
+15,311 |
$44,440 | | ED | 489,378 | +15,311 | $44,440 | | VERIZON COMMUNICATIONS INC |
1,048,902 |
+11,684 |
$44,012 | | VZ | 1,048,902 | +11,684 | $44,012 | | UNILEVER PLC |
857,776 |
+33,310 |
$43,052 | | UL | 857,776 | +33,310 | $43,052 | | PFIZER INC |
1,492,607 |
+568,302 |
$41,420 | | PFE | 1,492,607 | +568,302 | $41,420 | | TEXAS INSTRS INC |
229,149 |
+23,671 |
$39,920 | | TXN | 229,149 | +23,671 | $39,920 | | NVIDIA CORPORATION |
20,312 |
-2,125 |
$18,353 | | NVDA | 20,312 | -2,125 | $18,353 | | COCA COLA CO |
229,118 |
+9,070 |
$14,017 | | KO | 229,118 | +9,070 | $14,017 | | CATERPILLAR INC |
34,949 |
+189 |
$12,806 | | CAT | 34,949 | +189 | $12,806 | | AMAZON COM INC |
52,752 |
-2,337 |
$9,515 | | AMZN | 52,752 | -2,337 | $9,515 | | ISHARES TR (IVV) |
17,595 |
-7,347 |
$9,250 | | IVV | 17,595 | -7,347 | $9,250 | | DEERE & CO |
20,299 |
+1,564 |
$8,338 | | DE | 20,299 | +1,564 | $8,338 | | ALPHABET INC |
53,016 |
+1,146 |
$8,002 | | GOOGL | 53,016 | +1,146 | $8,002 | | ORACLE CORP |
58,312 |
+2,474 |
$7,325 | | ORCL | 58,312 | +2,474 | $7,325 | | ADVANCED MICRO DEVICES INC |
39,844 |
-1,611 |
$7,191 | | AMD | 39,844 | -1,611 | $7,191 | | VISA INC |
25,608 |
+1,274 |
$7,147 | | V | 25,608 | +1,274 | $7,147 | | BLACKSTONE INC |
53,208 |
+694 |
$6,990 | | BX | 53,208 | +694 | $6,990 | | VULCAN MATLS CO |
25,599 |
+2 |
$6,987 | | VMC | 25,599 | +2 | $6,987 | | SHERWIN WILLIAMS CO |
18,883 |
+440 |
$6,559 | | SHW | 18,883 | +440 | $6,559 | | ABBOTT LABS |
57,626 |
+4,879 |
$6,550 | | ABT | 57,626 | +4,879 | $6,550 | | TARGET CORP |
36,553 |
+3,413 |
$6,478 | | TGT | 36,553 | +3,413 | $6,478 | | MASTERCARD INCORPORATED |
12,983 |
+383 |
$6,252 | | MA | 12,983 | +383 | $6,252 | | META PLATFORMS INC |
12,858 |
+10,357 |
$6,244 | | META | 12,858 | +10,357 | $6,244 | | TJX COS INC NEW |
61,385 |
+3,037 |
$6,226 | | TJX | 61,385 | +3,037 | $6,226 | | STRYKER CORPORATION |
17,322 |
+436 |
$6,199 | | SYK | 17,322 | +436 | $6,199 |
See Full List: All Stocks Held By Welch Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Welch Group LLC
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