Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Welch Group, LLC (CIK 1443095) reported $2.66B across 304 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($95.2M, 3.58%), RTX ($89.4M, 3.36%), XOM ($89.0M, 3.34%), CVX ($89.0M, 3.34%), JNJ ($87.8M, 3.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $95.2M | 3.58% | 375,212 | Trimmed |
| 2 | RTX | RTX CORPORATION | $89.4M | 3.36% | 463,345 | Trimmed |
| 3 | XOM | EXXON MOBIL CORP | $89.0M | 3.34% | 524,383 | Trimmed |
| 4 | CVX | CHEVRON CORPORATION | $89.0M | 3.34% | 430,312 | Added |
| 5 | JNJ | JOHNSON & JOHNSON | $87.8M | 3.30% | 359,007 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $81.5M | 3.06% | 277,004 | Trimmed |
| 7 | ABBV | ABBVIE INC | $79.6M | 2.99% | 365,933 | Trimmed |
| 8 | NEE | NEXTERA ENERGY INC | $79.2M | 2.98% | 852,934 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $79.3M | 2.98% | 214,123 | Added |
| 10 | LMT | LOCKHEED MARTIN CORP | $76.5M | 2.88% | 126,656 | Trimmed |
| 11 | SO | SOUTHERN CO | $75.6M | 2.84% | 782,791 | Added |
| 12 | CSCO | CISCO SYS INC | $73.5M | 2.76% | 946,955 | Trimmed |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $71.5M | 2.68% | 294,802 | Added |
| 14 | SFBS | SERVISFIRST BANCSHARES INC | $71.1M | 2.67% | 975,931 | Trimmed |
| 15 | MCD | MCDONALDS CORP | $66.8M | 2.51% | 215,074 | Added |
| 16 | HD | HOME DEPOT INC | $62.7M | 2.35% | 190,518 | Added |
| 17 | CINF | CINCINNATI FINL CORP | $62.4M | 2.34% | 396,491 | Trimmed |
| 18 | TFC | TRUIST FINL CORP | $61.1M | 2.30% | 1.3M | Added |
| 19 | EMR | EMERSON ELEC CO | $61.1M | 2.30% | 466,282 | Trimmed |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $60.4M | 2.27% | 1.2M | Added |
| 21 | PFE | PFIZER INC | $60.3M | 2.27% | 2.1M | Added |
| 22 | ED | CONSOLIDATED EDISON INC | $59.9M | 2.25% | 529,096 | Added |
| 23 | AJG | GALLAGHER ARTHUR J & CO | $54.8M | 2.06% | 253,012 | Added |
| 24 | QCOM | QUALCOMM INC | $53.8M | 2.02% | 417,596 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $53.5M | 2.01% | 370,354 | Added |
Source: SEC Form 13F filings · as of 2026-03-31