Welch Group, LLC

Q1 2026 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
310
Total value ($000)
$2,661,933
Net value change ($000)
+67,844 (2.6%)
New positions
23
Sold out positions
22
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CVX 23,498 35.9%
XOM 22,979 34.8%
LMT 12,374 19.3%
VZ 12,282 25.5%
AEP 11,848 31.6%
PFE 10,952 22.2%
KMB 10,391 31.7%
NEE 9,423 13.5%
JNJ 9,098 11.6%
SO 7,604 11.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -20,693 -20.7%
IBM -15,005 -17.4%
QCOM -12,316 -18.6%
JPM -9,072 -10.0%
ACN -7,256 -100.0%
AAPL -6,957 -6.8%
XLP -6,160 -91.5%
SPY -5,600 -61.9%
AJG -4,524 -7.6%
ABBV -4,405 -5.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 950 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type