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Jeppson Wealth Management’s Allstate ALL Stock Holding History

Jeppson Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$909K Hold
4,383
– – 0.28% 85
2025
Q4 		$912K Sell
4,383
-155
-3% -$31.7K 0.29% 81
2025
Q3 		$974K Sell
4,538
-40
-0.9% -$8.07K 0.31% 77
2025
Q2 		$921K Sell
4,578
-34
-0.7% -$6.78K 0.32% 77
2025
Q1 		$955K Sell
4,612
-95
-2% -$18.5K 0.35% 77
2024
Q4 		$908K Sell
4,707
-25
-0.5% -$4.85K 0.33% 80
2024
Q3 		$897K Sell
4,732
-50
-1% -$8.88K 0.32% 78
2024
Q2 		$764K Sell
4,782
-5
-0.1% -$834 0.29% 82
2024
Q1 		$828K Sell
4,787
-42
-0.9% -$6.63K 0.32% 81
2023
Q4 		$676K Buy
4,829
+5
+0.1% +$652 0.28% 89
2023
Q3 		$537K Buy
4,824
+55
+1% +$6K 0.25% 101
2023
Q2 		$520K Sell
4,769
-410
-8% -$46.5K 0.23% 107
2023
Q1 		$574K Sell
5,179
-29
-0.6% -$3.67K 0.25% 99
2022
Q4 		$706K Buy
5,208
+17
+0.3% +$2.22K 0.3% 74
2022
Q3 		$646K Buy
5,191
+10
+0.2% +$1.24K 0.29% 78
2022
Q2 		$657K Sell
5,181
-30
-0.6% -$3.93K 0.28% 80
2022
Q1 		$721K Sell
5,211
-30
-0.6% -$3.77K 0.34% 70
2021
Q4 		$617K Buy
5,241
+862
+20% +$102K 0.3% 76
2021
Q3 		$557K Buy
4,379
+25
+0.6% +$3.3K 0.29% 77
2021
Q2 		$567K Hold
4,354
– – 0.31% 73
2021
Q1 		$500K Sell
4,354
-20
-0.5% -$2.2K 0.3% 76
2020
Q4 		$481K Buy
4,374
+65
+2% +$6.39K 0.32% 76
2020
Q3 		$406K Buy
+4,309
New +$402K 0.32% 77

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jeppson Wealth Management held its Allstate (ALL) position steady in Q1 2026 at 4,383 shares worth $909K. The position accounts for 0.28% of the portfolio, ranked #85.

Jeppson Wealth Management first reported a position in ALL in Q3 2020 and has held it in 23 quarters since. The position peaked at $974K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Jeppson Wealth Management held 4,383 shares of Allstate worth $909K as of Q1 2026.
  • Jeppson Wealth Management left its Allstate share count unchanged in Q1 2026.
  • Allstate made up 0.28% of Jeppson Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Jeppson Wealth Management first reported a position in Allstate in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Allstate position peaked at $974K in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

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