MGWM
PPL

Marks Group Wealth Management’s PPL Corp PPL Stock Holding History

Marks Group 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
Q1 		$965K Sell
25,249
-9,509
-27% -$351K 0.09% 194
2025
Q4 		$1.22M Buy
+34,758
New +$1.25M 0.12% 173

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marks Group Wealth Management's PPL Position: Q1 2026 in Review

Marks Group Wealth Management reduced its PPL Corp (PPL) stake by 27% in Q1 2026, selling an estimated $351K and leaving 25,249 shares worth $965K. The position accounts for 0.09% of the portfolio, ranked #194.

Marks Group Wealth Management first reported a position in PPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.22M in Q4 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Marks Group Wealth Management held 25,249 shares of PPL Corp worth $965K as of Q1 2026.
  • Marks Group Wealth Management sold 9,509 PPL Corp shares in Q1 2026, an estimated $351K.
  • PPL Corp made up 0.09% of Marks Group Wealth Management's portfolio in Q1 2026, its #194 holding.
  • Marks Group Wealth Management first reported a position in PPL Corp in Q4 2025 and has held it in 2 quarters since.
  • Marks Group Wealth Management's PPL Corp position peaked at $1.22M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.