JWM
B

Jeppson Wealth Management’s Barrick Mining B Stock Holding History

Jeppson Wealth Management’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$486K Sell
11,923
-300
-2% -$13.9K 0.15% 128
2025
Q4 		$532K Sell
12,223
-50
-0.4% -$1.88K 0.17% 116
2025
Q3 		$402K Sell
12,273
-350
-3% -$8.87K 0.13% 144
2025
Q2 		$263K Buy
12,623
+1,850
+17% +$36.2K 0.09% 177
2025
Q1 		$209K Buy
10,773
+50
+0.5% +$876 0.08% 191
2024
Q4 		$166K Sell
10,723
-450
-4% -$8.18K 0.06% 193
2024
Q3 		$222K Sell
11,173
-640
-5% -$12.2K 0.08% 185
2024
Q2 		$197K Sell
11,813
-11
-0.1% -$187 0.08% 194
2024
Q1 		$197K Sell
11,824
-2,941
-20% -$46K 0.08% 199
2023
Q4 		$267K Sell
14,765
-3,686
-20% -$60.5K 0.11% 167
2023
Q3 		$268K Buy
18,451
+1,615
+10% +$26.5K 0.12% 151
2023
Q2 		$285K Sell
16,836
-75
-0.4% -$1.37K 0.12% 152
2023
Q1 		$314K Sell
16,911
-271
-2% -$4.87K 0.14% 141
2022
Q4 		$295K Buy
17,182
+2,515
+17% +$40K 0.12% 147
2022
Q3 		$227K Sell
14,667
-4,747
-24% -$74.9K 0.1% 171
2022
Q2 		$343K Buy
19,414
+630
+3% +$13.7K 0.15% 128
2022
Q1 		$460K Buy
18,784
+4,490
+31% +$96.7K 0.21% 101
2021
Q4 		$272K Buy
14,294
+1,260
+10% +$23.9K 0.13% 129
2021
Q3 		$235K Buy
+13,034
New +$262K 0.12% 134
2020
Q4 		– Sell
-4,706
Closed -$132K – 247
2020
Q3 		$132K Buy
+4,706
New +$134K 0.1% 146

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jeppson Wealth Management reduced its Barrick Mining (B) stake by 2.5% in Q1 2026, selling an estimated $13.9K and leaving 11,923 shares worth $486K. The position accounts for 0.15% of the portfolio, ranked #128.

Jeppson Wealth Management first reported a position in B in Q3 2020 and has held it in 20 quarters since. The position peaked at $532K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • Jeppson Wealth Management held 11,923 shares of Barrick Mining worth $486K as of Q1 2026.
  • Jeppson Wealth Management sold 300 Barrick Mining shares in Q1 2026, an estimated $13.9K.
  • Barrick Mining made up 0.15% of Jeppson Wealth Management's portfolio in Q1 2026, its #128 holding.
  • Jeppson Wealth Management first reported a position in Barrick Mining in Q3 2020 and has held it in 20 quarters since.
  • Jeppson Wealth Management's Barrick Mining position peaked at $532K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

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