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JT Stratford LLC’s PTC PTC Stock Holding History

JT Stratford LLC’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$358K Sell
2,514
-97
-4% -$15.3K 0.05% 251
2025
Q4 		$455K Buy
+2,611
New +$485K 0.06% 228

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JT Stratford LLC's PTC Position: Q1 2026 in Review

JT Stratford LLC reduced its PTC (PTC) stake by 3.7% in Q1 2026, selling an estimated $15.3K and leaving 2,514 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #251.

JT Stratford LLC first reported a position in PTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $455K in Q4 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • JT Stratford LLC held 2,514 shares of PTC worth $358K as of Q1 2026.
  • JT Stratford LLC sold 97 PTC shares in Q1 2026, an estimated $15.3K.
  • PTC made up 0.05% of JT Stratford LLC's portfolio in Q1 2026, its #251 holding.
  • JT Stratford LLC first reported a position in PTC in Q4 2025 and has held it in 2 quarters since.
  • JT Stratford LLC's PTC position peaked at $455K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.