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Welch Group, LLC

Welch Group, LLC is an Investment Adviser institutional filer with the SEC under CIK 1443095, reporting 320 portfolio positions, with 14 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: AL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-23

Top 10 portfolio positions

The largest reported holdings in Welch Group, LLC's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. CISCO SYS INC (CSCO)
  3. ABBVIE INC (ABBV)
  4. JPMORGAN CHASE & CO (JPM)
  5. JOHNSON & JOHNSON (JNJ)
  6. RTX CORPORATION (RTX)
  7. INTERNATIONAL BUSINESS MACHS (IBM)
  8. SERVISFIRST BANCSHARES INC (SFBS)
  9. MICROSOFT CORP (MSFT)
  10. QUALCOMM INC (QCOM)
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