JWM
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Jeppson Wealth Management’s Hilton Worldwide HLT Stock Holding History

Jeppson Wealth Management’s Portfolio HLT Stock Details HLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Hold
750
– – 0.07% 207
2025
Q4 		$215K Buy
+750
New +$204K 0.07% 209
2020
Q4 		– Sell
-500
Closed -$43K – 257
2020
Q3 		$43K Buy
+500
New +$41.8K 0.03% 237

Other funds holding HLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Jeppson Wealth Management held its Hilton Worldwide (HLT) position steady in Q1 2026 at 750 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #207.

Jeppson Wealth Management first reported a position in HLT in Q3 2020 and has held it in 3 quarters since. 1,184 funds tracked by Wall St. Rank hold HLT as of Q1 2026.

  • Jeppson Wealth Management held 750 shares of Hilton Worldwide worth $228K as of Q1 2026.
  • Jeppson Wealth Management left its Hilton Worldwide share count unchanged in Q1 2026.
  • Hilton Worldwide made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #207 holding.
  • Jeppson Wealth Management first reported a position in Hilton Worldwide in Q3 2020 and has held it in 3 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2026.

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