LWM
PPL

Lodestone Wealth Management’s PPL Corp PPL Stock Holding History

Lodestone Wealth Management’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.33K Hold
119
– – ﹤0.01% 611
2026
Q1 		$4.55K Sell
119
-1,255
-91% -$46.3K ﹤0.01% 593
2025
Q4 		$48.1K Buy
+1,374
New +$49.5K 0.02% 299

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lodestone Wealth Management's PPL Position: Q2 2026 in Review

Lodestone Wealth Management held its PPL Corp (PPL) position steady in Q2 2026 at 119 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Lodestone Wealth Management first reported a position in PPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.1K in Q4 2025. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Lodestone Wealth Management held 119 shares of PPL Corp worth $4.33K as of Q2 2026.
  • Lodestone Wealth Management left its PPL Corp share count unchanged in Q2 2026.
  • PPL Corp made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #611 holding.
  • Lodestone Wealth Management first reported a position in PPL Corp in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's PPL Corp position peaked at $48.1K in Q4 2025.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.