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Axxcess Wealth Management’s PPL Corp PPL Stock Holding History

Axxcess Wealth Management’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,702
Closed -$480K – 829
2025
Q4 		$480K Buy
13,702
+2,657
+24% +$95.8K 0.01% 713
2025
Q3 		$410K Buy
11,045
+1,259
+13% +$45.2K 0.01% 674
2025
Q2 		$332K Buy
9,786
+1,828
+23% +$63.6K 0.01% 694
2025
Q1 		$287K Buy
+7,958
New +$270K 0.01% 699
2023
Q1 		– Sell
-21,724
Closed -$635K – 673
2022
Q4 		$635K Buy
+21,724
New +$597K 0.05% 313

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axxcess Wealth Management's PPL Position: Q1 2026 in Review

Axxcess Wealth Management sold out of PPL Corp (PPL) in Q1 2026, closing a stake of 13,702 shares — an estimated $480K sold.

Axxcess Wealth Management first reported a position in PPL in Q4 2022 and held it in 5 quarters. The position peaked at $635K in Q4 2022. 993 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Axxcess Wealth Management reported no remaining PPL Corp position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 13,702 PPL Corp shares in Q1 2026, an estimated $480K.
  • Axxcess Wealth Management first reported a position in PPL Corp in Q4 2022 and held it in 5 quarters.
  • Axxcess Wealth Management's PPL Corp position peaked at $635K in Q4 2022.
  • 993 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.