Welch Group, LLC

Q3 2026 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
322
Total value ($000)
$2,933,120
Net value change ($000)
+4,668 (0.2%)
New positions
25
Sold out positions
26
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 84,506 NEW
MSFT 32,834 40.0%
CVX 17,140 23.9%
AAPL 15,643 14.5%
PFE 11,924 22.6%
EMR 5,806 8.7%
VZ 5,557 10.9%
NVDA 5,068 14.6%
META 4,230 38.3%
ABBV 3,943 4.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -71,060 -100.0%
IBM -16,642 -19.6%
HD -12,086 -17.1%
CSCO -11,053 -10.4%
CINF -9,951 -13.6%
SO -9,196 -12.2%
CAT -8,910 -21.9%
NEE -8,754 -11.6%
SFBS -7,890 -9.5%
MCD -6,616 -10.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,158 (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