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Welch Group, LLC

Updated 7 days ago

Managed by Welch Group, Llc • Latest filing Q3 2026

Portfolio value
$2.9B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$2.6B
Q1 2026$2.7B
Q2 2026$2.9B
Q3 2026$2.9B

Top holdings

322 positions as of Q3 2026

View filing
A

APPLE INC

Value
$123.5M
Shares
370.9K
% Port
4.21%
M

MICROSOFT CORP

Value
$114.8M
Shares
223.9K
% Port
3.91%
A

ABBVIE INC

Value
$97.4M
Shares
372.3K
% Port
3.32%
C

CISCO SYS INC

Value
$95.5M
Shares
886.9K
% Port
3.25%
J

JOHNSON & JOHNSON

Value
$93.6M
Shares
353.6K
% Port
3.19%
J

JPMORGAN CHASE & CO

Value
$91.5M
Shares
276.6K
% Port
3.12%
C

CHEVRON CORPORATION

Value
$88.8M
Shares
434.7K
% Port
3.03%
R

RTX CORPORATION

Value
$85.7M
Shares
461.9K
% Port
2.92%
X

EXXONMOBIL HOLDINGS CORP

Value
$84.5M
Shares
519.2K
% Port
2.88%
Q

QUALCOMM INC

Value
$77.2M
Shares
419.3K
% Port
2.63%
S

SERVISFIRST BANCSHARES INC

Value
$75.4M
Shares
1.89M
% Port
2.57%
E

EMERSON ELEC CO

Value
$72.6M
Shares
467.8K
% Port
2.47%
T

TEXAS INSTRS INC

Value
$70.7M
Shares
252.5K
% Port
2.41%
I

INTERNATIONAL BUSINESS MACHS

Value
$68.1M
Shares
309.7K
% Port
2.32%
L

LOCKHEED MARTIN CORP

Value
$67.7M
Shares
132.9K
% Port
2.31%
N

NEXTERA ENERGY INC

Value
$66.6M
Shares
878.9K
% Port
2.27%
S

SOUTHERN CO

Value
$66.2M
Shares
798.7K
% Port
2.26%
P

PFIZER INC

Value
$64.8M
Shares
2.27M
% Port
2.21%
C

CINCINNATI FINL CORP

Value
$63.4M
Shares
397.6K
% Port
2.16%
T

TRUIST FINL CORP

Value
$63.1M
Shares
1.36M
% Port
2.15%

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