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JPL Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

JPL Wealth Management’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$769 Hold
10
– – ﹤0.01% 1342
2026
Q1 		$921 Buy
+10
New +$1.08K ﹤0.01% 1243
2025
Q4 		– Sell
-10
Closed -$1.28K – 803
2025
Q3 		$1.28K Buy
+10
New +$1.33K ﹤0.01% 958

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

JPL Wealth Management's OLLI Position: Q2 2026 in Review

JPL Wealth Management held its Ollie's Bargain Outlet (OLLI) position steady in Q2 2026 at 10 shares worth $769. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

JPL Wealth Management first reported a position in OLLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.28K in Q3 2025. 453 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • JPL Wealth Management held 10 shares of Ollie's Bargain Outlet worth $769 as of Q2 2026.
  • JPL Wealth Management left its Ollie's Bargain Outlet share count unchanged in Q2 2026.
  • Ollie's Bargain Outlet made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1342 holding.
  • JPL Wealth Management first reported a position in Ollie's Bargain Outlet in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Ollie's Bargain Outlet position peaked at $1.28K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.