Welch Group, LLC
All 13F Filings
- Location
- Birmingham, AL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,928,452
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 326 | 2,928,452 | 13F-HR | Welch Group, LLC |
| Q1 2026 | 4/21/2026 | 310 | 2,661,933 | 13F-HR | Welch Group, LLC |
| Q4 2025 | 1/26/2026 | 309 | 2,594,089 | 13F-HR | Welch Group, LLC |
| Q3 2025 | 10/14/2025 | 299 | 2,561,471 | 13F-HR | Welch Group, LLC |
| Q2 2025 | 7/25/2025 | 281 | 2,393,062 | 13F-HR | Welch Group, LLC |
| Q2 2014 | 7/22/2014 | 143 | 482,898 | 13F-HR | Welch Group, LLC |
| Q1 2014 | 4/23/2014 | 124 | 441,575 | 13F-HR | Welch Group, LLC |
| Q4 2013 | 2/7/2014 | 129 | 441,087 | 13F-HR | Welch Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.809 K
(0.1% of total reported value)
· QoQ Δ:
+2.858 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.826 M | 96.6% | 246.7 K | 0 | 246.7 K |
| ETFs | 98.75 K | 3.4% | 16.77 K | 0 | 16.77 K |
| Other | 218 | 0.0% | 218 | 0 | 218 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
2,928,452
Holdings
326
QoQ value change ($000)
266,519
(10.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.