Godshalk Welsh Capital Management, Inc. reported 100 positions worth $133.29M for the quarter ended Jun 30, 2026, up 6.4% on the prior quarter. It opened 9 new positions, added to 10, trimmed 26 and exited 2. Its largest holding is Apple Inc. at 7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +1,528 | – | $337.81K | 0.253% |
| INTC Intel Corp | +2,275 | – | $317.66K | 0.238% |
| LLY ELI LILLY & Co | +210 | – | $251.88K | 0.189% |
| ELV Elevance Health, Inc. | +625 | – | $241.71K | 0.181% |
| CARR CARRIER GLOBAL Corp | +3,175 | – | $232.89K | 0.175% |
| FRAF Franklin Financial Services Corp | +3,500 | – | $219.10K | 0.164% |
| GWW W.W. Grainger, Inc. | +160 | – | $217.66K | 0.163% |
| CAT Caterpillar Inc | +200 | – | $212.98K | 0.16% |
| EMR Emerson Electric Co | +1,400 | – | $200.41K | 0.15% |
| WAT Waters Corp | +116 | +7.0% | $43.50K | 0.501% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HSY Hershey Co | -1,100 | -100.0% | $228.68K | Exited |
| VZ Verizon Communications Inc | -4,433 | -100.0% | $222.54K | Exited |
| INTU Intuit Inc. | -715 | -9.7% | $186.62K | 1.31% |
| AMT American Tower Corp | -1,060 | -22.6% | $173.38K | 0.445% |
| BRK-B Berkshire Hathaway Inc | -220 | -2.4% | $110.09K | 3.31% |
| CSCO Cisco Systems, Inc. | -675 | -1.8% | $79.29K | 3.21% |
| JPM Jpmorgan Chase & Co | -125 | -1.3% | $40.92K | 2.3% |
| GOOGL Alphabet Inc. | -105 | -0.6% | $37.52K | 4.76% |
| AAPL Apple Inc. | -125 | -0.4% | $36.17K | 6.99% |
| MSFT Microsoft Corp | -90 | -0.5% | $33.57K | 5.52% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +1,528 | $337.81K | 0.253% |
| INTC Intel Corp | +2,275 | $317.66K | 0.238% |
| LLY ELI LILLY & Co | +210 | $251.88K | 0.189% |
| ELV Elevance Health, Inc. | +625 | $241.71K | 0.181% |
| CARR CARRIER GLOBAL Corp | +3,175 | $232.89K | 0.175% |
| FRAF Franklin Financial Services Corp | +3,500 | $219.10K | 0.164% |
| GWW W.W. Grainger, Inc. | +160 | $217.66K | 0.163% |
| CAT Caterpillar Inc | +200 | $212.98K | 0.16% |
| EMR Emerson Electric Co | +1,400 | $200.41K | 0.15% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 32.2K | $9.31M | 6.99% | -125 | -0.4% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 19.7K | $7.36M | 5.52% | -90 | -0.5% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 17.8K | $6.35M | 4.76% | -105 | -0.6% | Reduced | 0% |
| 4 | COST Costco Wholesale Corp | Consumer Staples | 5,674 | $5.31M | 3.98% | +25 | +0.4% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 8,813 | $4.41M | 3.31% | -220 | -2.4% | Reduced | 0% |
| 6 | ORCL Oracle Corp | Technology | 29.4K | $4.30M | 3.23% | -100 | -0.3% | Reduced | 0% |
| 7 | CSCO Cisco Systems, Inc. | Technology | 36.4K | $4.27M | 3.21% | -675 | -1.8% | Reduced | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 11.3K | $4.01M | 3.01% | 0 | 0.0% | Unchanged | 0% |
| 9 | AXP American Express Co | Financial Services | 10.7K | $3.63M | 2.73% | +35 | +0.3% | Added | 0% |
| 10 | GLW Corning Inc | Basic Materials | 13.4K | $3.41M | 2.56% | -75 | -0.6% | Reduced | 0% |
| 11 | WRB Berkley W R Corp | Financial Services | 45.2K | $3.18M | 2.39% | 0 | 0.0% | Unchanged | 0.01% |
| 12 | GMED Globus Medical Inc | Healthcare | 40.0K | $3.16M | 2.37% | 0 | 0.0% | Unchanged | 0.04% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 9,370 | $3.07M | 2.3% | -125 | -1.3% | Reduced | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 11.7K | $2.97M | 2.23% | -98 | -0.8% | Reduced | 0% |
| 15 | BAC Bank Of America Corp | Financial Services | 43.9K | $2.50M | 1.88% | -200 | -0.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Godshalk Welsh Capital Management.
As of its Q2 2026 13F filing, Godshalk Welsh Capital Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 7.0%, Microsoft Corp (MSFT) at 5.5%, Alphabet Inc. (GOOGL) at 4.8%, Costco Wholesale Corp (COST) at 4.0%, Berkshire Hathaway Inc (BRK-B) at 3.3% of the reported portfolio.
Godshalk Welsh Capital Management, Inc. reported a 13F portfolio worth $133.29M across 100 positions for Q2 2026. That is up 6.4% from the previous quarter.
Its largest purchases by value were Honeywell Aerospace Inc. ($337.81K), Intel Corp ($317.66K), ELI LILLY & Co ($251.88K). It opened 9 new positions.
Its largest sales by value were Hershey Co ($228.68K), Verizon Communications Inc ($222.54K), Intuit Inc. ($186.62K). It exited 2 positions entirely.
From the Form 13F-HR reports Godshalk Welsh Capital Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.