JWM
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JPL Wealth Management’s Alaska Air ALK Stock Holding History

JPL Wealth Management’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.82K Buy
+131
New +$6.32K ﹤0.01% 705
2025
Q4 		– Sell
-131
Closed -$6.52K – 151
2025
Q3 		$6.52K Buy
+131
New +$7.29K ﹤0.01% 617

Other funds holding ALK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Alaska Air (ALK) in Q1 2026: 131 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ALK as recently as Q3 2025.

JPL Wealth Management first reported a position in ALK in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.52K in Q3 2025. 449 funds tracked by Wall St. Rank hold ALK as of Q1 2026.

  • JPL Wealth Management held 131 shares of Alaska Air worth $4.82K as of Q1 2026.
  • Alaska Air was a new JPL Wealth Management position in Q1 2026.
  • Alaska Air made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #705 holding.
  • JPL Wealth Management first reported a position in Alaska Air in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Alaska Air position peaked at $6.52K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Alaska Air as of Q1 2026.

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