Welch Group, LLC has disclosed its latest holdings in a 13F-HR filing, revealing a total value of over $2.9 billion as of September 30, 2026. This update is significant for the firm as it reflects its investment strategy and positions in various companies.

The firm, based in Birmingham, Alabama, focuses on investment management and has been active in filing reports with the SEC. The latest filing, dated October 29, 2026, shows a total of 322 entries in its portfolio.

According to the filing, the total value of the holdings is $2,933,120,175. This figure underscores the firm’s substantial presence in the investment management sector. The report indicates that Welch Group maintains sole investment discretion over its holdings.

"The filing does not say what happens next."

Among the notable companies in which Welch Group holds significant stakes are Apple Inc., Amazon.com Inc., and Alphabet Inc. These positions highlight the firm's strategy of investing in leading technology and consumer goods companies.

The filing also reveals that Welch Group has made adjustments to its portfolio, which may affect its competitive standing in the investment management industry. As the firm continues to navigate the market, industry observers will be watching closely to see how these changes impact its future performance.

In summary, Welch Group's latest 13F-HR filing provides insight into its investment strategy and highlights its significant holdings in major companies. With a total value exceeding $2.9 billion, the firm remains a key player in the investment management landscape.