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Jeppson Wealth Management’s Southern Copper SCCO Stock Holding History

Jeppson Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Sell
5,950
-18
-0.3% -$3.29K 0.32% 74
2025
Q4 		$841K Sell
5,968
-225
-4% -$29.8K 0.27% 87
2025
Q3 		$732K Sell
6,193
-339
-5% -$33.3K 0.23% 94
2025
Q2 		$637K Buy
6,532
+2,787
+74% +$245K 0.22% 101
2025
Q1 		$334K Buy
3,745
+491
+15% +$44.1K 0.12% 147
2024
Q4 		$281K Buy
3,254
+540
+20% +$53.9K 0.1% 160
2024
Q3 		$296K Sell
2,714
-6
-0.2% -$591 0.11% 158
2024
Q2 		$274K Sell
2,720
-8
-0.3% -$851 0.1% 160
2024
Q1 		$269K Hold
2,728
– – 0.1% 165
2023
Q4 		$218K Buy
+2,728
New +$190K 0.09% 185

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jeppson Wealth Management reduced its Southern Copper (SCCO) stake by 0.3% in Q1 2026, selling an estimated $3.29K and leaving 5,950 shares worth $1.01M. The position accounts for 0.32% of the portfolio, ranked #74.

Jeppson Wealth Management first reported a position in SCCO in Q4 2023 and has held it in 10 quarters since. 822 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Jeppson Wealth Management held 5,950 shares of Southern Copper worth $1.01M as of Q1 2026.
  • Jeppson Wealth Management sold 18 Southern Copper shares in Q1 2026, an estimated $3.29K.
  • Southern Copper made up 0.32% of Jeppson Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Jeppson Wealth Management first reported a position in Southern Copper in Q4 2023 and has held it in 10 quarters since.
  • 822 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

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