JWM
ALL icon

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
Q2 		$1.04M Buy
4,385
+2
+0% +$435 0.31% 76
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jeppson Wealth Management's ALL Position: Q2 2026 in Review

Jeppson Wealth Management increased its Allstate (ALL) stake by 0.05% in Q2 2026, buying an estimated $435 and bringing the position to 4,385 shares worth $1.04M. The position accounts for 0.31% of the portfolio, ranked #76.

Jeppson Wealth Management first reported a position in ALL in Q3 2020 and has held it in 24 quarters since. 1,750 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Jeppson Wealth Management held 4,385 shares of Allstate worth $1.04M as of Q2 2026.
  • Jeppson Wealth Management bought 2 Allstate shares in Q2 2026, an estimated $435.
  • Allstate made up 0.31% of Jeppson Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Jeppson Wealth Management first reported a position in Allstate in Q3 2020 and has held it in 24 quarters since.
  • 1,750 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.