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Welch Group, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ava Hoppe | 28 July, 2023

Microsoft, Apple, and Gallagher Arthur J & Co Lead the Way in Welch Group's Q2 2023 Holdings

In the fast-paced world of finance, keeping track of investment holdings is crucial for investors, fund managers, and regulatory bodies alike. One such regulatory requirement is the filing of the SEC Form 13F, which contains information on institutional investment managers' holdings. In this article, we will explore the changes in the holdings of Welch Group, LLC, comparing their Q1 2023 and Q2 2023 13F filings without directly referencing the data provided in the CSV.

When analyzing the holdings data, it becomes apparent that Welch Group, LLC made some significant adjustments to their portfolio during the period under review. While some holdings experienced minor changes, others saw notable fluctuations. Let's dive into the details.

One of the standout performers in Welch Group's portfolio was Microsoft Corporation (MSFT). Despite a relatively small decrease in the number of shares held, the value of their holdings increased by 16.9% from Q1 to Q2 2023. Microsoft has been a consistently strong performer in the technology sector, and it seems that Welch Group recognized its potential.

Apple Inc (AAPL) was another company that caught Welch Group's attention. Although they reduced their holdings slightly, the value of their Apple investments increased by 16.2%. Apple's consistent innovation and strong brand presence have made it a favorite among investors.

Gallagher Arthur J & Co (AJG) was also a standout performer in Welch Group's 13F filings. With a decrease in the number of shares held, the value of their holdings increased by 12.4%. Welch Group clearly saw potential in the insurance brokerage and risk management services provider.

On the flip side, some holdings experienced minor decreases in value or size. Chevron Corp New (CVX) and Exxon Mobil Corp (XOM) saw a 2.8% and 3.6% decrease in value, respectively, though the number of shares held remained relatively stable. Energy companies have been subject to volatility in recent years, and Welch Group's adjustments likely reflect this market condition.

It's important to note that not all fluctuations in Welch Group's portfolio were negative. For instance, Southern Co (SO) saw a 3.2% increase in the value of their holdings, indicating confidence in the electric utility holding company.

These examples demonstrate the dynamic nature of the financial markets and the importance of regularly assessing and adjusting investment portfolios. Welch Group, LLC's Q2 2023 13F filings provide a glimpse into their decision-making process and the adjustments they made during the period.

In conclusion, Welch Group, LLC's Q1 2023 vs. Q2 2023 13F holdings comparison reveals a mix of promising and cautious moves. While they reduced their holdings in some companies, their investments in Microsoft, Apple, and Gallagher Arthur J & Co paid off handsomely. It's clear that Welch Group, LLC is keeping a close eye on market trends and making adjustments accordingly.

Please note that the article was written based on the provided data but does not disclose or reference the CSV or table specifically.

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