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Jackson Thornton Wealth Management’s Alcoa AA Stock Holding History

Jackson Thornton Wealth Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$313K Buy
4,282
+306
+8% +$18.8K 0.03% 174
2025
Q4 		$253K Buy
+3,976
New +$163K 0.02% 247

Other funds holding AA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Thornton Wealth Management's AA Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Alcoa (AA) stake by 7.7% in Q1 2026, buying an estimated $18.8K and bringing the position to 4,282 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #174.

Jackson Thornton Wealth Management first reported a position in AA in Q4 2025 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Jackson Thornton Wealth Management held 4,282 shares of Alcoa worth $313K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 306 Alcoa shares in Q1 2026, an estimated $18.8K.
  • Alcoa made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Jackson Thornton Wealth Management first reported a position in Alcoa in Q4 2025 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

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