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JPL Wealth Management’s Analog Devices ADI Stock Holding History

JPL Wealth Management’s Portfolio ADI Stock Details ADI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107K Buy
+337
New +$107K 0.02% 161
2025
Q4 		– Sell
-299
Closed -$73.5K – 130
2025
Q3 		$73.5K Buy
+299
New +$71.9K 0.02% 207

Other funds holding ADI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JPL Wealth Management's ADI Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Analog Devices (ADI) in Q1 2026: 337 shares worth $107K. The stake represents 0.02% of the portfolio and ranks #161 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ADI as recently as Q3 2025.

JPL Wealth Management first reported a position in ADI in Q3 2025 and has held it in 2 quarters since. 2,107 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

  • JPL Wealth Management held 337 shares of Analog Devices worth $107K as of Q1 2026.
  • Analog Devices was a new JPL Wealth Management position in Q1 2026.
  • Analog Devices made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #161 holding.
  • JPL Wealth Management first reported a position in Analog Devices in Q3 2025 and has held it in 2 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.