JWM
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Jeppson Wealth Management’s Expedia Group EXPE Stock Holding History

Jeppson Wealth Management’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Sell
1,292
-1
-0.1% -$246 0.09% 175
2025
Q4 		$366K Sell
1,293
-1
-0.1% -$247 0.12% 150
2025
Q3 		$277K Hold
1,294
– – 0.09% 178
2025
Q2 		$218K Hold
1,294
– – 0.08% 196
2025
Q1 		$218K Hold
1,294
– – 0.08% 187
2024
Q4 		$241K Buy
+1,294
New +$223K 0.09% 177
2024
Q1 		– Sell
-1,389
Closed -$211K – 211
2023
Q4 		$211K Buy
+1,389
New +$170K 0.09% 191
2020
Q4 		– Sell
-647
Closed -$59K – 229
2020
Q3 		$59K Buy
+647
New +$58.2K 0.05% 208

Other funds holding EXPE

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Jeppson Wealth Management reduced its Expedia Group (EXPE) stake by 0.08% in Q1 2026, selling an estimated $246 and leaving 1,292 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #175.

Jeppson Wealth Management first reported a position in EXPE in Q3 2020 and has held it in 8 quarters since. The position peaked at $366K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold EXPE as of Q1 2026.

  • Jeppson Wealth Management held 1,292 shares of Expedia Group worth $298K as of Q1 2026.
  • Jeppson Wealth Management sold 1 Expedia Group share in Q1 2026, an estimated $246.
  • Expedia Group made up 0.09% of Jeppson Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Jeppson Wealth Management first reported a position in Expedia Group in Q3 2020 and has held it in 8 quarters since.
  • Jeppson Wealth Management's Expedia Group position peaked at $366K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Expedia Group as of Q1 2026.

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