13F Filings History of Welch Group, LLC
- Latest 13F filing
- Q2 2026 - 23 Jul 2026
- Latest reported 13F value
- $2,924,642,461
- Largest 13F holdings
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AAPL CSCO ABBV JPM JNJ RTX IBM SFBS MSFT QCOM TXN SO
+8 more
NEE CINF CVX XOM HD EMR TFC LMT - Form 13F summary
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- Welch Group, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Welch Group, LLC reported 320 equity holdings with a total reported market value of $2,924,642,461 for Q2 2026. Top reported holdings included AAPL, CSCO, ABBV, JPM, and JNJ.
- Manager signature
- Brent Gillis - Chief Compliance Officer
- Manager location
- Birmingham, AL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$2,924,642,461
Quarter delta
+$263,660,217
Accepted
23 Jul 2026, 16:01
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 320 | $2,924,642,461 | +$67,327,892 | -$44,036,242 | +$23,291,650 | AAPL, CSCO, ABBV, JPM, JNJ | 13F-HR | 23 Jul 2026, 16:01 |
| Q1 2026 | 308 | $2,660,982,244 | +$98,397,272 | -$70,056,045 | +$28,341,227 | AAPL, RTX, CVX, XOM, JNJ | 13F-HR | 21 Apr 2026, 17:18 |
| Q4 2025 | 307 | $2,593,163,641 | +$112,274,193 | -$69,370,877 | +$42,903,316 | AAPL, MSFT, RTX, JPM, IBM | 13F-HR | 26 Jan 2026, 16:07 |
| Q3 2025 | 298 | $2,560,787,957 | +$62,238,947 | -$11,045,201 | +$51,193,746 | MSFT, AAPL, JPM, RTX, ABBV | 13F-HR | 14 Oct 2025, 16:49 |
| Q2 2025 | 280 | $2,392,351,435 | +$52,946,640 | -$4,101,189 | +$48,845,451 | MSFT, IBM, JPM, AAPL, RTX | 13F-HR | 25 Jul 2025, 14:49 |
| Q1 2025 | 266 | $2,273,585,481 | +$125,104,400 | -$103,055,464 | +$22,048,936 | SFBS, AAPL, MSFT, AJG, ABBV | 13F-HR | 07 Apr 2025, 18:21 |
| Q4 2024 | 263 | $2,220,530,924 | +$45,937,525 | -$42,208,498 | +$3,729,027 | AAPL, SFBS, MSFT, JPM, IBM | 13F-HR | 24 Jan 2025, 20:08 |
| Q3 2024 | 269 | $2,300,357,520 | +$33,232,450 | -$19,357,331 | +$13,875,119 | SFBS, MSFT, AAPL, IBM, ABBV | 13F-HR | 24 Oct 2024, 15:23 |
| Q2 2024 | 267 | $2,081,195,604 | +$78,190,076 | -$9,882,529 | +$68,307,547 | MSFT, SFBS, AAPL, QCOM, JPM | 13F-HR | 17 Jul 2024, 15:33 |
| Q1 2024 | 234 | $2,016,402,337 | +$88,184,378 | -$79,240,919 | +$8,943,459 | MSFT, SFBS, ABBV, HD, JPM | 13F-HR | 09 Apr 2024, 17:23 |
| Q4 2023 | 228 | $1,856,813,501 | +$57,407,142 | -$23,243,869 | +$34,163,273 | SFBS, MSFT, AAPL, HD, AJG | 13F-HR | 22 Jan 2024, 19:25 |
| Q3 2023 | 215 | $1,687,877,246 | +$30,508,937 | -$16,083,418 | +$14,425,519 | MSFT, SFBS, AAPL, AJG, XOM | 13F-HR | 18 Oct 2023, 15:15 |
| Q2 2023 | 217 | $1,744,410,375 | +$31,305,705 | -$12,768,844 | +$18,536,861 | MSFT, AAPL, AJG, MCD, CVX | 13F-HR | 18 Jul 2023, 16:20 |
| Q1 2023 | 216 | $1,720,168,560 | +$70,403,581 | -$78,699,654 | -$8,296,073 | SFBS, MSFT, AAPL, ABBV, XOM | 13F-HR | 13 Apr 2023, 13:55 |
| Q4 2022 | 219 | $1,748,055,495 | +$59,404,151 | -$15,087,033 | +$44,317,118 | SFBS, CVX, XOM, ABBV, AJG | 13F-HR | 27 Jan 2023, 21:35 |
| Q3 2022 | 180 | $1,536,206,000 | +$39,407,840 | -$19,582,736 | +$19,825,104 | SFBS, AAPL, MSFT, CVX, AJG | 13F-HR | 12 Oct 2022, 18:18 |
| Q2 2022 | 201 | $1,638,658,000 | +$87,775,047 | -$54,141,641 | +$33,633,406 | SFBS, MSFT, ABBV, CVX, AAPL | 13F-HR | 20 Jul 2022, 17:50 |
| Q1 2022 | 214 | $1,751,582,000 | +$85,162,352 | -$52,439,757 | +$32,722,595 | SFBS, MSFT, AAPL, CVX, ABBV | 13F-HR | 28 Apr 2022, 18:19 |
| Q4 2021 | 217 | $1,709,499,000 | +$85,322,477 | -$19,718,230 | +$65,604,247 | SFBS, MSFT, AAPL, HD, NEE | 13F-HR | 26 Jan 2022, 16:53 |
| Q3 2021 | 189 | $1,477,013,000 | +$58,775,414 | -$40,541,466 | +$18,233,948 | SFBS, MSFT, AAPL, HD, AJG | 13F-HR | 05 Nov 2021, 16:01 |
| Q2 2021 | 189 | $1,466,692,000 | +$32,474,512 | -$17,393,039 | +$15,081,473 | SFBS, MSFT, AAPL, HD, AJG | 13F-HR | 21 Jul 2021, 15:36 |
| Q1 2021 | 189 | $1,389,201,000 | +$105,134,393 | -$45,481,180 | +$59,653,213 | SFBS, MSFT, HD, AAPL, NEE | 13F-HR | 22 Apr 2021, 20:58 |
| Q4 2020 | 147 | $1,246,798,000 | +$77,170,108 | -$38,026,894 | +$39,143,214 | SFBS, MSFT, AAPL, NEE, AJG | 13F-HR | 22 Jan 2021, 17:44 |
| Q3 2020 | 139 | $1,144,677,000 | +$69,740,009 | -$11,064,596 | +$58,675,413 | SFBS, MSFT, AAPL, HD, NEE | 13F-HR | 28 Oct 2020, 16:11 |
| Q2 2020 | 133 | $1,070,416,000 | +$100,076,023 | -$74,189,219 | +$25,886,804 | SFBS, MSFT, HD, ABBV, GIS | 13F-HR | 22 Jul 2020, 15:54 |