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Jeppson Wealth Management’s Clorox CLX Stock Holding History

Jeppson Wealth Management’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$287K Sell
2,769
-26
-0.9% -$2.95K 0.09% 179
2025
Q4 		$282K Buy
2,795
+222
+9% +$24.1K 0.09% 175
2025
Q3 		$317K Sell
2,573
-116
-4% -$14.4K 0.1% 167
2025
Q2 		$323K Sell
2,689
-274
-9% -$36.6K 0.11% 162
2025
Q1 		$436K Sell
2,963
-120
-4% -$18.3K 0.16% 127
2024
Q4 		$501K Sell
3,083
-200
-6% -$32.7K 0.18% 120
2024
Q3 		$535K Sell
3,283
-61
-2% -$9.04K 0.19% 115
2024
Q2 		$456K Sell
3,344
-51
-2% -$7.08K 0.17% 120
2024
Q1 		$520K Sell
3,395
-55
-2% -$8.21K 0.2% 110
2023
Q4 		$492K Sell
3,450
-596
-15% -$79.5K 0.2% 110
2023
Q3 		$530K Sell
4,046
-108
-3% -$16.4K 0.24% 103
2023
Q2 		$661K Sell
4,154
-360
-8% -$58.1K 0.29% 87
2023
Q1 		$714K Sell
4,514
-240
-5% -$36K 0.31% 80
2022
Q4 		$667K Sell
4,754
-271
-5% -$38.5K 0.28% 82
2022
Q3 		$645K Sell
5,025
-182
-3% -$26.3K 0.29% 80
2022
Q2 		$734K Buy
5,207
+2,990
+135% +$427K 0.32% 73
2022
Q1 		$308K Sell
2,217
-717
-24% -$110K 0.14% 127
2021
Q4 		$512K Sell
2,934
-1,576
-35% -$263K 0.25% 88
2021
Q3 		$746K Buy
4,510
+345
+8% +$59.4K 0.39% 64
2021
Q2 		$749K Buy
+4,165
New +$760K 0.41% 62
2020
Q4 		– Sell
-25
Closed -$5K – 189
2020
Q3 		$5K Buy
+25
New +$5.57K ﹤0.01% 443

Other funds holding CLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Jeppson Wealth Management reduced its Clorox (CLX) stake by 0.93% in Q1 2026, selling an estimated $2.95K and leaving 2,769 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #179.

Jeppson Wealth Management first reported a position in CLX in Q3 2020 and has held it in 21 quarters since. The position peaked at $749K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Jeppson Wealth Management held 2,769 shares of Clorox worth $287K as of Q1 2026.
  • Jeppson Wealth Management sold 26 Clorox shares in Q1 2026, an estimated $2.95K.
  • Clorox made up 0.09% of Jeppson Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Jeppson Wealth Management first reported a position in Clorox in Q3 2020 and has held it in 21 quarters since.
  • Jeppson Wealth Management's Clorox position peaked at $749K in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

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