Welch Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Microsoft Corp, ServisFirst Bancshares Inc, Apple Inc, and more: A Look at Welch Group's Q2 2023 and Q3 2023 Investment Changes

In the fast-paced world of investments, staying up to date with changes in holdings is crucial. Investors and financial professionals rely on accurate and timely information to make informed decisions about their portfolios. One way to gather this information is through the 13F filings, which provide a quarterly snapshot of institutional investment managers' holdings.

In this article, we will dive into the Q2 2023 and Q3 2023 13F holdings comparison of Welch Group, LLC. We will analyze the changes in shares and value of their investments, providing valuable insights for those interested in the financial markets.

Microsoft Corp: Weathering the Storm

During Q2 2023, Welch Group, LLC held 228,816 shares of Microsoft Corp. However, by Q3 2023, their shares decreased to 223,668, representing a 9.4% decline. The value of their holdings also experienced a dip from $77,921,000 to $70,623,000. Despite the decrease, Microsoft Corp remains a significant part of Welch Group's portfolio.

ServisFirst Bancshares Inc: A Steady Upward Trend

ServisFirst Bancshares Inc saw an overall increase in shares and value in Welch Group's portfolio. From Q2 2023 to Q3 2023, the number of shares held increased slightly from 1,299,599 to 1,301,957, a 27.7% rise. The value of their holdings also saw a substantial increase from $53,179,000 to $67,923,000. This positive trend indicates confidence in ServisFirst Bancshares Inc as a promising investment.

Apple Inc: Weathering the Storm

Welch Group's holdings in Apple Inc experienced a slight decline in both shares and value. From Q2 2023 to Q3 2023, the number of shares held decreased from 376,257 to 369,860, a 13.2% drop. The value of their Apple Inc holdings also saw a decrease from $72,982,000 to $63,323,000. Despite the decline, Apple Inc remains a substantial investment for Welch Group, LLC.

Standing Strong: Gallagher Arthur J & Co, Exxon Mobil Corp, and Chevron Corp New

Gallagher Arthur J & Co, Exxon Mobil Corp, and Chevron Corp New retained their positions in Welch Group's holdings with minimal changes. Gallagher Arthur J & Co saw a minor decrease in shares, with holdings dropping from 269,674 to 261,344, representing a 0.6% change. The value of their shares remained relatively stable at $59,212,000 and $59,568,000. Similarly, Exxon Mobil Corp and Chevron Corp New saw minimal changes, with a 7.5% increase and 7% increase in value, respectively.

ABBVIE INC: A Positive Upward Trend

Welch Group's holdings in AbbVie Inc remained relatively stable, with a minimal change in shares and a positive increase in value. The number of shares held increased slightly from 363,282 to 363,483, showing a 10.7% increase. The value of their holdings also rose from $48,944,000 to $54,180,000. This upward trend indicates a positive outlook on AbbVie Inc as a long-term investment.

Home Depot Inc: A Slight Decline

Home Depot Inc saw a minor decline in Welch Group's holdings during Q2 2023 and Q3 2023. The number of shares held decreased from 169,189 to 168,416, reflecting a 3.2% drop. Additionally, the value of their holdings decreased from $52,556,000 to $50,888,000. Despite the decline, Home Depot Inc remains a significant part of Welch Group's portfolio.

Southern Co: A Slight Decline

Welch Group's holdings in Southern Co also experienced a slight decline. The number of shares held decreased from 761,308 to 769,637, signifying a 6.9% decrease. Similarly, the value of their holdings dropped from $53,481,000 to $49,810,000. Despite the decline, Southern Co retains its position as a significant investment for Welch Group.

We have solely covered a fraction of the companies that Welch Group, LLC holds. These holdings provide valuable insights into the financial decisions made by Welch Group, offering a glimpse into their investment strategy. However, it is important to note that 13F filings only provide a snapshot of holdings at a particular moment and may not reflect the entire portfolio or future changes.

In conclusion, Welch Group, LLC's Q2 2023 and Q3 2023 13F holdings comparison reveals both positive and negative changes in their investment portfolio. While some companies experienced a decline in shares and value, others saw an upward trend, showcasing Welch Group's ability to adapt to the ever-changing markets. Whether you are an investor or a financial professional, staying informed about these changes is crucial for making well-informed decisions.