Mark Sheptoff Financial Planning’s Genuine Parts GPC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio GPC Stock Details GPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$150K	Buy	1,442 +75	+5%	+$9.28K	0.08%	112
2025 Q4	$168K	Hold	1,367	–	–	0.08%	109
2025 Q3	$189K	Hold	1,367	–	–	0.09%	104
2025 Q2	$166K	Hold	1,367	–	–	0.09%	101
2025 Q1	$163K	Hold	1,367	–	–	0.09%	95
2024 Q4	$160K	Hold	1,367	–	–	0.09%	100
2024 Q3	$191K	Hold	1,367	–	–	0.1%	93
2024 Q2	$189K	Hold	1,367	–	–	0.11%	96
2024 Q1	$212K	Hold	1,367	–	–	0.12%	92
2023 Q4	$189K	Hold	1,367	–	–	0.11%	93
2023 Q3	$197K	Sell	1,367 -133	-9%	-$20.7K	0.13%	90
2023 Q2	$254K	Hold	1,500	–	–	0.14%	80
2023 Q1	$251K	Hold	1,500	–	–	0.15%	86
2022 Q4	$260K	Hold	1,500	–	–	0.15%	82
2022 Q3	$224K	Sell	1,500 -300	-17%	-$45.3K	0.14%	82
2022 Q2	$239K	Hold	1,800	–	–	0.14%	87
2022 Q1	$227K	Hold	1,800	–	–	0.11%	100
2021 Q4	$252K	Hold	1,800	–	–	0.12%	95
2021 Q3	$218K	Buy	1,800 +500	+38%	+$62.4K	0.12%	103
2021 Q2	$164K	Hold	1,300	–	–	0.09%	113
2021 Q1	$150K	Hold	1,300	–	–	0.09%	114
2020 Q4	$131K	Hold	1,300	–	–	0.07%	119
2020 Q3	$124K	Hold	1,300	–	–	0.08%	114
2020 Q2	$113K	Hold	1,300	–	–	0.07%	112
2020 Q1	$88K	Hold	1,300	–	–	0.07%	109
2019 Q4	$138K	Buy	1,300 +164	+14%	+$16.9K	0.09%	106
2019 Q3	$113K	Hold	1,136	–	–	0.08%	109
2019 Q2	$118K	Hold	1,136	–	–	0.08%	113
2019 Q1	$127K	Hold	1,136	–	–	0.09%	110
2018 Q4	$109K	Hold	1,136	–	–	0.09%	102
2018 Q3	$113K	Hold	1,136	–	–	0.08%	124
2018 Q2	$104K	Hold	1,136	–	–	0.08%	123
2018 Q1	$102K	Hold	1,136	–	–	0.07%	125
2017 Q4	$108K	Hold	1,136	–	–	0.07%	133
2017 Q3	$109K	Hold	1,136	–	–	0.07%	140
2017 Q2	$105K	Sell	1,136 -501	-31%	-$46K	0.07%	135
2017 Q1	$151K	Buy	1,637 +1	+0.1%	+$96	0.11%	120
2016 Q4	$156K	Hold	1,636	–	–	0.12%	114
2016 Q3	$164K	Hold	1,636	–	–	0.12%	107
2016 Q2	$166K	Buy	1,636 +36	+2%	+$3.49K	0.12%	99
2016 Q1	$159K	Hold	1,600	–	–	0.13%	96
2015 Q4	$137K	Hold	1,600	–	–	0.11%	114
2015 Q3	$133K	Hold	1,600	–	–	0.12%	113
2015 Q2	$143K	Hold	1,600	–	–	0.12%	118
2015 Q1	$149K	Hold	1,600	–	–	0.12%	112
2014 Q4	$171K	Hold	1,600	–	–	0.15%	99
2014 Q3	$140K	Hold	1,600	–	–	0.12%	119
2014 Q2	$140K	Buy	1,600 +200	+14%	+$17.2K	0.12%	122
2014 Q1	$122K	Buy	+1,400	New	+$118K	0.11%	132

Other funds holding GPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mark Sheptoff Financial Planning's GPC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Genuine Parts (GPC) stake by 5.5% in Q1 2026, buying an estimated $9.28K and bringing the position to 1,442 shares worth $150K. The position accounts for 0.08% of the portfolio, ranked #112.

Mark Sheptoff Financial Planning first reported a position in GPC in Q1 2014 and has held it in 49 quarters since. The position peaked at $260K in Q4 2022. 1,075 funds tracked by Wall St. Rank hold GPC as of Q1 2026.

Mark Sheptoff Financial Planning held 1,442 shares of Genuine Parts worth $150K as of Q1 2026.
Mark Sheptoff Financial Planning bought 75 Genuine Parts shares in Q1 2026, an estimated $9.28K.
Genuine Parts made up 0.08% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #112 holding.
Mark Sheptoff Financial Planning first reported a position in Genuine Parts in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Genuine Parts position peaked at $260K in Q4 2022.
1,075 funds tracked by Wall St. Rank held Genuine Parts as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.