JWM
ADBE icon

Jeppson Wealth Management’s Adobe ADBE Stock Holding History

Jeppson Wealth Management’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$332K Sell
1,367
-31
-2% -$8.59K 0.1% 164
2025
Q4 		$489K Sell
1,398
-137
-9% -$46.6K 0.15% 123
2025
Q3 		$541K Buy
1,535
+40
+3% +$14.3K 0.17% 115
2025
Q2 		$578K Buy
1,495
+62
+4% +$23.9K 0.2% 110
2025
Q1 		$550K Sell
1,433
-105
-7% -$45K 0.2% 111
2024
Q4 		$684K Buy
1,538
+93
+6% +$46K 0.25% 91
2024
Q3 		$748K Hold
1,445
– – 0.27% 90
2024
Q2 		$803K Sell
1,445
-11
-0.8% -$5.33K 0.31% 80
2024
Q1 		$735K Sell
1,456
-1
-0.1% -$573 0.29% 84
2023
Q4 		$869K Sell
1,457
-2
-0.1% -$1.15K 0.36% 78
2023
Q3 		$744K Buy
1,459
+12
+0.8% +$6.3K 0.34% 81
2023
Q2 		$708K Sell
1,447
-25
-2% -$10.1K 0.31% 83
2023
Q1 		$567K Sell
1,472
-54
-4% -$19.2K 0.25% 102
2022
Q4 		$514K Sell
1,526
-257
-14% -$82.2K 0.22% 103
2022
Q3 		$491K Buy
1,783
+209
+13% +$79.1K 0.22% 96
2022
Q2 		$576K Buy
1,574
+24
+2% +$9.77K 0.25% 92
2022
Q1 		$706K Buy
1,550
+7
+0.5% +$3.37K 0.33% 72
2021
Q4 		$875K Buy
1,543
+243
+19% +$152K 0.42% 60
2021
Q3 		$748K Buy
1,300
+31
+2% +$19.5K 0.39% 63
2021
Q2 		$743K Hold
1,269
– – 0.41% 64
2021
Q1 		$603K Buy
1,269
+297
+31% +$139K 0.36% 65
2020
Q4 		$486K Buy
972
+42
+5% +$20.3K 0.32% 75
2020
Q3 		$456K Buy
+930
New +$433K 0.36% 69

Other funds holding ADBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jeppson Wealth Management's ADBE Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Adobe (ADBE) stake by 2.2% in Q1 2026, selling an estimated $8.59K and leaving 1,367 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #164.

Jeppson Wealth Management first reported a position in ADBE in Q3 2020 and has held it in 23 quarters since. The position peaked at $875K in Q4 2021. 2,179 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Jeppson Wealth Management held 1,367 shares of Adobe worth $332K as of Q1 2026.
  • Jeppson Wealth Management sold 31 Adobe shares in Q1 2026, an estimated $8.59K.
  • Adobe made up 0.1% of Jeppson Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Jeppson Wealth Management first reported a position in Adobe in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Adobe position peaked at $875K in Q4 2021.
  • 2,179 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.