Mark Sheptoff Financial Planning’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.8K | Hold |
105
| – | – | 0.01% | 239 |
|
|
2025
Q4 | $36.7K | Sell |
105
-3
| -3% | -$1.02K | 0.02% | 218 |
|
|
2025
Q3 | $38.1K | Hold |
108
| – | – | 0.02% | 211 |
|
|
2025
Q2 | $41.8K | Buy |
108
+3
| +3% | +$1.16K | 0.02% | 198 |
|
|
2025
Q1 | $40.3K | Hold |
105
| – | – | 0.02% | 182 |
|
|
2024
Q4 | $46.7K | Hold |
105
| – | – | 0.03% | 183 |
|
|
2024
Q3 | $54.4K | Hold |
105
| – | – | 0.03% | 167 |
|
|
2024
Q2 | $58.3K | Hold |
105
| – | – | 0.03% | 167 |
|
|
2024
Q1 | $53K | Hold |
105
| – | – | 0.03% | 172 |
|
|
2023
Q4 | $62.6K | Hold |
105
| – | – | 0.04% | 145 |
|
|
2023
Q3 | $53.5K | Hold |
105
| – | – | 0.03% | 143 |
|
|
2023
Q2 | $51.3K | Hold |
105
| – | – | 0.03% | 162 |
|
|
2023
Q1 | $40.5K | Hold |
105
| – | – | 0.02% | 167 |
|
|
2022
Q4 | $35.3K | Hold |
105
| – | – | 0.02% | 167 |
|
|
2022
Q3 | $29K | Hold |
105
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $38K | Hold |
105
| – | – | 0.02% | 174 |
|
|
2022
Q1 | $48K | Sell |
105
-40
| -28% | -$19.2K | 0.02% | 181 |
|
|
2021
Q4 | $82K | Hold |
145
| – | – | 0.04% | 146 |
|
|
2021
Q3 | $83K | Hold |
145
| – | – | 0.05% | 148 |
|
|
2021
Q2 | $85K | Hold |
145
| – | – | 0.05% | 145 |
|
|
2021
Q1 | $69K | Sell |
145
-135
| -48% | -$63.1K | 0.04% | 141 |
|
|
2020
Q4 | $140K | Buy |
280
+230
| +460% | +$111K | 0.08% | 116 |
|
|
2020
Q3 | $25K | Sell |
50
-155
| -76% | -$72.1K | 0.02% | 177 |
|
|
2020
Q2 | $89K | Hold |
205
| – | – | 0.06% | 119 |
|
|
2020
Q1 | $65K | Hold |
205
| – | – | 0.05% | 121 |
|
|
2019
Q4 | $68K | Hold |
205
| – | – | 0.04% | 131 |
|
|
2019
Q3 | $57K | Buy |
205
+105
| +105% | +$30.7K | 0.04% | 140 |
|
|
2019
Q2 | $29K | Hold |
100
| – | – | 0.02% | 189 |
|
|
2019
Q1 | $27K | Hold |
100
| – | – | 0.02% | 192 |
|
|
2018
Q4 | $23K | Hold |
100
| – | – | 0.02% | 183 |
|
|
2018
Q3 | $27K | Hold |
100
| – | – | 0.02% | 209 |
|
|
2018
Q2 | $24K | Hold |
100
| – | – | 0.02% | 213 |
|
|
2018
Q1 | $22K | Buy |
+100
| New | +$20.3K | 0.02% | 225 |
|
|
2015
Q3 | – | Sell |
-24
| Closed | -$2K | – | 395 |
|
|
2015
Q2 | $2K | Buy |
+24
| New | +$1.87K | ﹤0.01% | 323 |
|
Other funds holding ADBE
VCM
VPM
Mark Sheptoff Financial Planning's ADBE Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Adobe (ADBE) position steady in Q1 2026 at 105 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #239.
Mark Sheptoff Financial Planning first reported a position in ADBE in Q2 2015 and has held it in 34 quarters since. The position peaked at $140K in Q4 2020. 2,180 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.
- Mark Sheptoff Financial Planning held 105 shares of Adobe worth $26.8K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Adobe share count unchanged in Q1 2026.
- Adobe made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #239 holding.
- Mark Sheptoff Financial Planning first reported a position in Adobe in Q2 2015 and has held it in 34 quarters since.
- Mark Sheptoff Financial Planning's Adobe position peaked at $140K in Q4 2020.
- 2,180 funds tracked by Wall St. Rank held Adobe as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.