Godshalk Welsh Capital Management
Latest statistics and disclosures from Godshalk Welsh Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, COST, GOOGL, ORCL, and represent 17.76% of Godshalk Welsh Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IBDW, IBDU, IBDV, WAT, IBDT, IBMR, IBDS, IBMQ, AOM, CTVA.
- Started 5 new stock positions in AEP, CTVA, Q, VZ, WAT.
- Reduced shares in these 10 stocks: NSRGY, , WTRG, BRK.B, LLY, DHR, ELV, , EMR, AMT.
- Sold out of its positions in ADBE, ELV, DHR, EMR, PGX, LLY, NSRGY, STN.
- Godshalk Welsh Capital Management was a net buyer of stock by $2.3M.
- Godshalk Welsh Capital Management has $173M in assets under management (AUM), dropping by -1.51%.
- Central Index Key (CIK): 0001631775
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Portfolio Holdings for Godshalk Welsh Capital Management
Godshalk Welsh Capital Management holds 129 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.8 | $8.2M | 32k | 253.79 |
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| Microsoft Corporation (MSFT) | 4.3 | $7.3M | 20k | 370.17 |
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| Costco Wholesale Corporation (COST) | 3.3 | $5.6M | 5.6k | 996.43 |
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| Alphabet Inc Class A cs (GOOGL) | 3.0 | $5.1M | 18k | 287.56 |
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| Oracle Corporation (ORCL) | 2.5 | $4.3M | 30k | 147.11 |
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| Berkshire Hathaway (BRK.B) | 2.5 | $4.3M | -5% | 9.0k | 479.20 |
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| iShares iBonds Dec 2028 Term C Etf (IBDT) | 2.0 | $3.5M | +12% | 139k | 25.33 |
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| Globus Med Inc cl a (GMED) | 2.0 | $3.4M | 40k | 86.16 |
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| Alphabet Inc Class C cs (GOOG) | 1.9 | $3.3M | 11k | 286.86 |
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| American Express Company (AXP) | 1.9 | $3.2M | 11k | 302.48 |
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| Intuit (INTU) | 1.9 | $3.2M | 7.4k | 432.38 |
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| iShares Russell 2000 Index Etf (IWM) | 1.8 | $3.2M | 13k | 248.00 |
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| iShares iBonds Dec 2029 Term C Etf (IBDU) | 1.8 | $3.1M | +32% | 133k | 23.26 |
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| iShares iBonds Dec 2027 Term C Etf (IBDS) | 1.8 | $3.0M | +12% | 125k | 24.24 |
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| W.R. Berkley Corporation (WRB) | 1.7 | $3.0M | 45k | 66.28 |
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| Johnson & Johnson (JNJ) | 1.7 | $2.9M | -2% | 12k | 244.44 |
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| Invesco S&P 500 Eq Wt Etf (RSP) | 1.7 | $2.9M | +2% | 15k | 191.92 |
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| Cisco Systems (CSCO) | 1.7 | $2.9M | 37k | 77.59 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $2.8M | 9.5k | 294.16 |
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| iShares Core MSCI EAFE Etf (IEFA) | 1.5 | $2.5M | 28k | 90.53 |
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| Fidelity High Dividend Etf (FDVV) | 1.3 | $2.2M | +7% | 40k | 55.24 |
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| iShares iBonds Dec 2026 Term C Etf (IBDR) | 1.3 | $2.2M | +6% | 90k | 24.24 |
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| Chevron Corporation (CVX) | 1.3 | $2.2M | 11k | 206.90 |
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| Bank of America Corporation (BAC) | 1.2 | $2.1M | 44k | 48.75 |
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| iShares iBonds Dec 2030 Term C Etf (IBDV) | 1.2 | $2.1M | +54% | 95k | 21.89 |
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| Procter & Gamble Company (PG) | 1.2 | $2.1M | 14k | 144.44 |
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| TJX Companies (TJX) | 1.2 | $2.0M | 13k | 159.70 |
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| Waste Management (WM) | 1.1 | $1.9M | -3% | 8.5k | 229.79 |
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| Home Depot (HD) | 1.1 | $1.8M | 5.6k | 328.89 |
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| Corning Incorporated (GLW) | 1.1 | $1.8M | 13k | 135.97 |
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| Valero Energy Corporation (VLO) | 1.0 | $1.8M | 7.3k | 247.08 |
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| Lowe's Companies (LOW) | 1.0 | $1.8M | 7.5k | 236.28 |
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| T Rowe Price Capital Apprec Eq Etf (TCAF) | 1.0 | $1.7M | +5% | 49k | 35.59 |
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| Wal-Mart Stores (WMT) | 1.0 | $1.7M | 14k | 124.28 |
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| Automatic Data Processing (ADP) | 0.9 | $1.6M | 8.0k | 203.18 |
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| SYSCO Corporation (SYY) | 0.9 | $1.6M | 23k | 71.33 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $1.6M | 8.1k | 192.90 |
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| Paychex (PAYX) | 0.9 | $1.5M | -4% | 17k | 92.12 |
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| Vanguard Div Appreciation Etf (VIG) | 0.8 | $1.4M | 6.6k | 215.06 |
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| Merck & Co (MRK) | 0.8 | $1.4M | -3% | 12k | 120.29 |
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| iShares Short Term Nat Muni Bd Etf (SUB) | 0.8 | $1.4M | -6% | 13k | 106.50 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.8 | $1.4M | 4.1k | 337.95 |
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| Pepsi (PEP) | 0.8 | $1.3M | 8.4k | 155.29 |
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| iShares iBonds Dec 2031 Term C Etf (IBDW) | 0.8 | $1.3M | +225% | 62k | 20.93 |
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| Phillips 66 (PSX) | 0.7 | $1.3M | 7.1k | 182.18 |
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| Ecolab (ECL) | 0.7 | $1.3M | -2% | 4.9k | 266.02 |
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| iShares Core Moderate Allocati Etf (AOM) | 0.7 | $1.3M | +24% | 27k | 47.37 |
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| McDonald's Corporation (MCD) | 0.7 | $1.3M | 4.1k | 310.79 |
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| iShares National Muni Etf (MUB) | 0.7 | $1.2M | -5% | 12k | 106.15 |
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| SPDR S&P 500 Etf (SPY) | 0.7 | $1.2M | 1.9k | 650.34 |
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| Starbucks Corporation (SBUX) | 0.7 | $1.2M | 14k | 89.59 |
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| iShares iBonds Dec 2028 Term M Etf (IBMQ) | 0.7 | $1.2M | +33% | 47k | 25.53 |
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| L3harris Technologies (LHX) | 0.7 | $1.2M | 3.4k | 345.15 |
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| iShares iBonds Dec 2029 Term M Etf (IBMR) | 0.7 | $1.2M | +46% | 46k | 25.35 |
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| Blackstone Group Inc Com Cl A (BX) | 0.7 | $1.2M | 10k | 114.99 |
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| ConocoPhillips (COP) | 0.7 | $1.1M | 8.7k | 132.00 |
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| Visa (V) | 0.7 | $1.1M | 3.7k | 302.24 |
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| Abbvie (ABBV) | 0.7 | $1.1M | 5.2k | 217.49 |
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| iShares iBonds Dec 2027 Term M Etf (IBMP) | 0.6 | $1.1M | +17% | 43k | 25.44 |
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| CSX Corporation (CSX) | 0.6 | $1.1M | 26k | 41.05 |
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| Becton, Dickinson and (BDX) | 0.6 | $1.1M | +8% | 6.7k | 157.23 |
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| Ida (IDA) | 0.6 | $1.0M | 7.3k | 142.97 |
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| iShares iBonds Dec 2026 Term M Etf (IBMO) | 0.6 | $961k | +15% | 38k | 25.63 |
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| Zoetis Inc Cl A (ZTS) | 0.5 | $926k | 7.8k | 118.21 |
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| Yum! Brands (YUM) | 0.5 | $923k | 5.9k | 155.48 |
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| Uber Technologies (UBER) | 0.5 | $921k | 13k | 71.93 |
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| iShares Russell Top 200 Growth Etf (IWY) | 0.5 | $898k | 3.6k | 248.84 |
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| Nextera Energy (NEE) | 0.5 | $851k | -5% | 9.2k | 92.88 |
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| RPM International (RPM) | 0.5 | $831k | -2% | 8.4k | 99.40 |
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| iShares iBonds Dec 2030 Term M Etf (IBMS) | 0.5 | $827k | +13% | 32k | 25.83 |
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| American Tower Reit (AMT) | 0.5 | $809k | -17% | 4.7k | 172.58 |
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| Vanguard REIT Etf (VNQ) | 0.4 | $717k | 8.1k | 88.70 |
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| CIGNA Corporation | 0.4 | $708k | 2.7k | 266.75 |
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| Honeywell International (HON) | 0.4 | $692k | +3% | 3.1k | 226.03 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $665k | 1.1k | 604.39 |
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| iShares Core S&P US Growth Etf (IUSG) | 0.4 | $660k | 4.3k | 155.11 |
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| Invesco QQQ Trust Etf (QQQ) | 0.4 | $655k | -4% | 1.1k | 577.18 |
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| Quest Diagnostics Incorporated (DGX) | 0.4 | $642k | 3.3k | 195.98 |
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| iShares Core Growth Allocation Etf (AOR) | 0.4 | $617k | 9.6k | 64.35 |
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| Solstice Advanced Matls (SOLS) | 0.4 | $616k | +10% | 8.1k | 76.16 |
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| SPDR Portfolio High Yield Bond Etf (SPHY) | 0.4 | $612k | 26k | 23.32 |
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| Colgate-Palmolive Company (CL) | 0.3 | $598k | -2% | 7.0k | 85.23 |
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| Mondelez Int (MDLZ) | 0.3 | $581k | -14% | 10k | 57.64 |
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| 3M Company (MMM) | 0.3 | $546k | 3.8k | 145.23 |
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| UnitedHealth (UNH) | 0.3 | $526k | 1.9k | 270.59 |
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| Waste Connections (WCN) | 0.3 | $515k | 3.2k | 162.44 |
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| iShares MSCI EmergMkt Min Vol Etf (EEMV) | 0.3 | $505k | 7.8k | 64.73 |
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| Waters Corporation (WAT) | 0.3 | $496k | NEW | 1.7k | 297.80 |
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| MasterCard Incorporated (MA) | 0.3 | $480k | 960.00 | 499.66 |
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| Essential Utils (WTRG) | 0.3 | $461k | -38% | 11k | 40.27 |
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| Consolidated Edison (ED) | 0.3 | $456k | -2% | 4.0k | 113.18 |
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| Amgen (AMGN) | 0.3 | $452k | 1.3k | 351.85 |
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| Cava Group Ord (CAVA) | 0.3 | $447k | 5.5k | 80.90 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $437k | 2.6k | 169.66 |
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| iShares iBonds Dec 2031 Term M Etf (IBMT) | 0.3 | $436k | +70% | 17k | 25.67 |
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| Nokia Corporation (NOK) | 0.3 | $436k | 1.3k | 341.79 |
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| Laboratory Corp. of America Holdings | 0.2 | $419k | 1.6k | 266.81 |
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| eBay (EBAY) | 0.2 | $391k | 4.3k | 91.02 |
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| iShares MSCI EAFE Index Etf (EFA) | 0.2 | $389k | 4.0k | 97.13 |
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| MetLife (MET) | 0.2 | $382k | 5.4k | 70.72 |
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| American Water Works (AWK) | 0.2 | $371k | -6% | 2.7k | 136.09 |
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| Target Corporation (TGT) | 0.2 | $364k | -6% | 3.0k | 121.20 |
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| Republic Services (RSG) | 0.2 | $356k | 1.6k | 219.02 |
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| Vgd Consumer Discretionary Etf (VCR) | 0.2 | $343k | 955.00 | 359.03 |
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| Vanguard Total Stock Mkt Etf (VTI) | 0.2 | $323k | 1.0k | 320.86 |
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| Abbott Laboratories (ABT) | 0.2 | $321k | 3.1k | 102.67 |
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| Union Pacific Corporation (UNP) | 0.2 | $315k | 1.3k | 242.62 |
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| Vanguard Info Technology Etf (VGT) | 0.2 | $300k | 430.00 | 697.72 |
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| Coca-Cola Company (KO) | 0.2 | $297k | 3.9k | 76.05 |
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| Masco Corporation (MAS) | 0.2 | $296k | 4.9k | 60.37 |
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| BHP Billiton Adr (BHP) | 0.2 | $295k | 4.1k | 72.74 |
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| Airbnb (ABNB) | 0.2 | $285k | 2.3k | 126.28 |
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| Markel Corporation (MKL) | 0.2 | $283k | +20% | 148.00 | 1914.07 |
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| Vgd Int Term Bond Index Fund Etf (BIV) | 0.2 | $277k | +2% | 3.6k | 77.18 |
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| Vanguard Short Term Bond Index Etf (BSV) | 0.2 | $264k | +3% | 3.4k | 78.40 |
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| Schwab US Small Cap Etf (SCHA) | 0.1 | $256k | 8.8k | 29.08 |
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| Analog Devices (ADI) | 0.1 | $255k | 800.00 | 318.14 |
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| Capital One Financial (COF) | 0.1 | $245k | +51% | 1.3k | 182.43 |
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| International Business Machines (IBM) | 0.1 | $242k | 1.0k | 242.39 |
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| Southern Company (SO) | 0.1 | $241k | 2.5k | 96.52 |
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| Chubb (CB) | 0.1 | $241k | 740.00 | 325.93 |
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| Corteva (CTVA) | 0.1 | $239k | NEW | 2.9k | 83.71 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $236k | 775.00 | 304.08 |
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| Hershey Company (HSY) | 0.1 | $229k | 1.1k | 207.89 |
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| Clorox Company (CLX) | 0.1 | $225k | 2.2k | 103.63 |
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| Verizon Communications (VZ) | 0.1 | $223k | NEW | 4.4k | 50.20 |
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| Qnity Electronics (Q) | 0.1 | $222k | NEW | 1.9k | 115.38 |
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| Simon Property (SPG) | 0.1 | $210k | 1.1k | 186.53 |
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| American Electric Power Company (AEP) | 0.1 | $210k | NEW | 1.6k | 131.08 |
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Past Filings by Godshalk Welsh Capital Management
SEC 13F filings are viewable for Godshalk Welsh Capital Management going back to 2014
- Godshalk Welsh Capital Management 2026 Q1 filed May 13, 2026
- Godshalk Welsh Capital Management 2025 Q4 filed Feb. 12, 2026
- Godshalk Welsh Capital Management 2025 Q3 filed Nov. 14, 2025
- Godshalk Welsh Capital Management 2025 Q2 filed Aug. 14, 2025
- Godshalk Welsh Capital Management 2025 Q1 filed May 15, 2025
- Godshalk Welsh Capital Management 2024 Q4 filed Feb. 12, 2025
- Godshalk Welsh Capital Management 2024 Q3 filed Nov. 13, 2024
- Godshalk Welsh Capital Management 2024 Q1 filed May 15, 2024
- Godshalk Welsh Capital Management 2023 Q4 filed Feb. 12, 2024
- Godshalk Welsh Capital Management 2023 Q3 filed Nov. 14, 2023
- Godshalk Welsh Capital Management 2023 Q2 filed Aug. 14, 2023
- Godshalk Welsh Capital Management 2023 Q1 filed May 12, 2023
- Godshalk Welsh Capital Management 2022 Q4 filed Feb. 14, 2023
- Godshalk Welsh Capital Management 2022 Q3 filed Nov. 14, 2022
- Godshalk Welsh Capital Management 2022 Q2 filed Aug. 10, 2022
- Godshalk Welsh Capital Management 2022 Q1 filed May 12, 2022