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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
Q2 		$1.03M Sell
5,985
-36
-0.6% -$6.47K 0.3% 79
2026
Q1 		$1.01M Sell
6,021
-19
-0.3% -$3.44K 0.32% 74
2025
Q4 		$841K Sell
6,040
-228
-4% -$29.8K 0.27% 87
2025
Q3 		$732K Sell
6,268
-342
-5% -$33.2K 0.23% 94
2025
Q2 		$637K Buy
6,610
+2,820
+74% +$245K 0.22% 101
2025
Q1 		$334K Buy
3,790
+497
+15% +$44.1K 0.12% 147
2024
Q4 		$281K Buy
3,293
+547
+20% +$54K 0.1% 160
2024
Q3 		$296K Sell
2,746
-7
-0.3% -$681 0.11% 158
2024
Q2 		$274K Sell
2,753
-8
-0.3% -$841 0.1% 160
2024
Q1 		$269K Hold
2,761
– – 0.1% 165
2023
Q4 		$218K Buy
+2,761
New +$190K 0.09% 185

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jeppson Wealth Management's SCCO Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Southern Copper (SCCO) stake by 0.6% in Q2 2026, selling an estimated $6.47K and leaving 5,985 shares worth $1.03M. The position accounts for 0.3% of the portfolio, ranked #79.

Jeppson Wealth Management first reported a position in SCCO in Q4 2023 and has held it in 11 quarters since. 864 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Jeppson Wealth Management held 5,985 shares of Southern Copper worth $1.03M as of Q2 2026.
  • Jeppson Wealth Management sold 36 Southern Copper shares in Q2 2026, an estimated $6.47K.
  • Southern Copper made up 0.3% of Jeppson Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Jeppson Wealth Management first reported a position in Southern Copper in Q4 2023 and has held it in 11 quarters since.
  • 864 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.