Welch Group, LLC

Q2 2026 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
326
Total value ($000)
$2,928,452
Net value change ($000)
+266,519 (10.0%)
New positions
23
Sold out positions
11
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CSCO 33,037 45.0%
TXN 24,269 46.8%
QCOM 22,561 42.0%
MU 20,099 165.5%
AMD 19,501 143.2%
ABBV 13,864 17.4%
IBM 13,307 18.6%
CAT 12,933 46.7%
AAPL 12,646 13.3%
SFBS 12,180 17.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -17,907 -20.1%
CVX -17,409 -19.6%
LMT -10,197 -13.3%
VZ -9,577 -15.8%
ABT -7,729 -84.6%
PFE -7,471 -12.4%
MCD -6,076 -9.1%
PEP -5,909 -11.2%
NEE -3,896 -4.9%
RTX -1,726 -1.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,809 (0.1% 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