MBFW
PPL

Morton Brown Family Wealth’s PPL Corp PPL Stock Holding History

Morton Brown Family Wealth’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 		$50.2K Buy
1,381
+1,119
+427% +$41.3K 0.01% 122
2026
Q1 		$10K Buy
262
+2
+0.8% +$74 ﹤0.01% 193
2025
Q4 		$9.12K Buy
260
+2
+0.8% +$72 ﹤0.01% 202
2025
Q3 		$9.6K Buy
258
+2
+0.8% +$72 ﹤0.01% 188
2025
Q2 		$8.69K Buy
256
+2
+0.8% +$70 ﹤0.01% 202
2025
Q1 		$9.19K Sell
254
-4,969
-95% -$168K ﹤0.01% 199
2024
Q4 		$170K Buy
5,223
+2
+0% +$66 0.06% 63
2024
Q3 		$173K Buy
5,221
+4,971
+1,988% +$152K 0.06% 59
2024
Q2 		$7.19K Buy
250
+4
+2% +$112 ﹤0.01% 168
2024
Q1 		$6.77K Sell
246
-7,615
-97% -$203K ﹤0.01% 169
2023
Q4 		$213K Buy
7,861
+7,481
+1,969% +$190K 0.09% 50
2023
Q3 		$8.96K Buy
380
+2
+0.5% +$52 ﹤0.01% 129
2023
Q2 		$10K Buy
378
+2
+0.5% +$55 0.01% 118
2023
Q1 		$10.4K Buy
376
+141
+60% +$3.99K 0.01% 127
2022
Q4 		$6.87K Sell
235
-106
-31% -$2.91K ﹤0.01% 126
2022
Q3 		$9K Buy
341
+110
+48% +$3.15K 0.01% 117
2022
Q2 		$6K Sell
231
-1,446
-86% -$41.5K ﹤0.01% 143
2022
Q1 		$48K Sell
1,677
-97
-5% -$2.74K 0.04% 69
2021
Q4 		$54K Buy
+1,774
New +$51.2K 0.04% 72

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

Morton Brown Family Wealth's PPL Position: Q2 2026 in Review

Morton Brown Family Wealth increased its PPL Corp (PPL) stake by 427% in Q2 2026, buying an estimated $41.3K and bringing the position to 1,381 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #122.

Morton Brown Family Wealth first reported a position in PPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $213K in Q4 2023. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Morton Brown Family Wealth held 1,381 shares of PPL Corp worth $50.2K as of Q2 2026.
  • Morton Brown Family Wealth bought 1,119 PPL Corp shares in Q2 2026, an estimated $41.3K.
  • PPL Corp made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #122 holding.
  • Morton Brown Family Wealth first reported a position in PPL Corp in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's PPL Corp position peaked at $213K in Q4 2023.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.