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Welch Group, LLC

Q2 2026 13F filing

Updated 52 days ago

326 disclosed positions worth $2.9B

Portfolio value
$2.9B
Total holdings
326
New positions
23
Closed positions
11
Increased
126
Decreased
60
Turnover
10.4%
Filed
2026-07-23

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-0.7%
Value
$107.9M
Shares
372.8K
% Port
3.68%
C

CISCO SYS INC

-4.2%
Value
$106.5M
Shares
906.8K
% Port
3.64%
A

ABBVIE INC

+1.5%
Value
$93.5M
Shares
371.4K
% Port
3.19%
J

JPMORGAN CHASE & CO

-0.1%
Value
$90.6M
Shares
276.8K
% Port
3.09%
J
5.JNJ

JOHNSON & JOHNSON

-0.7%
Value
$90.5M
Shares
356.5K
% Port
3.09%
R
6.RTX

RTX CORPORATION

-0.3%
Value
$87.7M
Shares
462.0K
% Port
2.99%
I
7.IBM

INTERNATIONAL BUSINESS MACHS

+2.3%
Value
$84.8M
Shares
301.4K
% Port
2.89%
?
8.N/A

SERVISFIRST BANCSHARES INC

-1.7%
Value
$83.3M
Shares
959.7K
% Port
2.84%
M

MICROSOFT CORP

+2.6%
Value
$82M
Shares
219.8K
% Port
2.80%
Q
10.QCOM

QUALCOMM INC

-1.1%
Value
$76.3M
Shares
413.1K
% Port
2.61%
T
11.TXN

TEXAS INSTRS INC

-4.4%
Value
$76.2M
Shares
255.5K
% Port
2.60%
S
12.SOMN

SOUTHERN CO

+0.7%
Value
$75.4M
Shares
787.8K
% Port
2.57%
N

NEXTERA ENERGY INC

+0.6%
Value
$75.3M
Shares
858.2K
% Port
2.57%
C
14.CINF

CINCINNATI FINL CORP

-0.1%
Value
$73.3M
Shares
396.0K
% Port
2.50%
C
15.CVX

CHEVRON CORPORATION

+0.4%
Value
$71.6M
Shares
432.1K
% Port
2.45%
X
16.XOM

EXXON MOBIL CORP

-0.9%
Value
$71.1M
Shares
519.7K
% Port
2.43%
H
17.HD

HOME DEPOT INC

+5.2%
Value
$70.7M
Shares
200.4K
% Port
2.41%
E
18.EMR

EMERSON ELEC CO

+0.0%
Value
$66.8M
Shares
466.3K
% Port
2.28%
T

TRUIST FINL CORP

+0.8%
Value
$66.7M
Shares
1.34M
% Port
2.28%
L
20.LMT

LOCKHEED MARTIN CORP

+2.8%
Value
$66.4M
Shares
130.2K
% Port
2.27%
M
21.MCD

MCDONALDS CORP

+4.5%
Value
$60.8M
Shares
224.8K
% Port
2.08%
A
22.AJG

GALLAGHER ARTHUR J & CO

+3.6%
Value
$60.2M
Shares
262.2K
% Port
2.06%
E
23.ED

CONSOLIDATED EDISON INC

+0.7%
Value
$59M
Shares
533.0K
% Port
2.01%
C
24.CL

COLGATE PALMOLIVE CO

+1.2%
Value
$58.1M
Shares
634.3K
% Port
1.99%
P
25.PG

PROCTER & GAMBLE CO

+2.5%
Value
$55.6M
Shares
379.5K
% Port
1.90%
P
26.PFE

PFIZER INC

+2.2%
Value
$52.8M
Shares
2.19M
% Port
1.80%
A
27.AEP

AMERICAN ELEC PWR CO INC

+2.1%
Value
$52.6M
Shares
384.5K
% Port
1.80%
V
28.VZ

VERIZON COMMUNICATIONS INC

-0.2%
Value
$50.9M
Shares
1.20M
% Port
1.74%
K
29.KMB

KIMBERLY-CLARK CORP

+3.3%
Value
$50.7M
Shares
461.8K
% Port
1.73%
P
30.PAYX

PAYCHEX INC

+4.0%
Value
$49.5M
Shares
503.6K
% Port
1.69%
P
31.PEP

PEPSICO INC

+1.9%
Value
$46.9M
Shares
346.3K
% Port
1.60%
C
32.CAT

CATERPILLAR INC

-2.4%
Value
$40.6M
Shares
38.2K
% Port
1.39%
N
33.NVDA

NVIDIA CORPORATION

-1.5%
Value
$34.8M
Shares
174.0K
% Port
1.19%
A
34.AMD

ADVANCED MICRO DEVICES INC

-14.8%
Value
$33.1M
Shares
57.0K
% Port
1.13%
M
35.MU

MICRON TECHNOLOGY INC

-22.3%
Value
$32.2M
Shares
27.9K
% Port
1.10%
?
36.N/A

PIMCO ETF TR

+20.4%
Value
$24.2M
Shares
913.6K
% Port
0.83%
K
37.KO

COCA COLA CO

+2.3%
Value
$22.8M
Shares
280.0K
% Port
0.78%
G

ALPHABET INC

-0.9%
Value
$22.5M
Shares
63.1K
% Port
0.77%
L
39.LLY

ELI LILLY & CO

+96.9%
Value
$18.1M
Shares
15.1K
% Port
0.62%
D
40.DE

DEERE & CO

+3.9%
Value
$17.8M
Shares
28.1K
% Port
0.61%
P
41.PANW

PALO ALTO NETWORKS INC

+3.4%
Value
$17.6M
Shares
51.5K
% Port
0.60%
A
42.AMAT

APPLIED MATLS INC

+10.0%
Value
$17.4M
Shares
24.1K
% Port
0.59%
A
43.AMZN

AMAZON COM INC

+3.3%
Value
$16.6M
Shares
69.7K
% Port
0.57%
G

GOLDMAN SACHS GROUP INC

+2.2%
Value
$16.5M
Shares
16.4K
% Port
0.57%
V
45.V

VISA INC

+2101.1%
Value
$15.1M
Shares
44.0K
% Port
0.52%
E
46.ETHA

ISHARES TR

-0.1%
Value
$13.7M
Shares
18.2K
% Port
0.47%
A
47.AVGO

BROADCOM INC

+4.1%
Value
$13.2M
Shares
35.0K
% Port
0.45%
T
48.TJX

TJX COS INC NEW

+6.5%
Value
$12.1M
Shares
80.1K
% Port
0.41%
O

ORACLE CORP

+6.2%
Value
$11.6M
Shares
79.3K
% Port
0.40%
C
50.CARR

CARRIER GLOBAL CORPORATION

+7.3%
Value
$11.3M
Shares
153.6K
% Port
0.38%