WMA
PPL

Wealth Management Associates’s PPL Corp PPL Stock Holding History

Wealth Management Associates’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 		$347K Buy
9,095
+4
+0% +$148 0.12% 154
2025
Q4 		$318K Sell
9,091
-136
-1% -$4.9K 0.11% 168
2025
Q3 		$343K Buy
9,227
+4
+0% +$144 0.12% 152
2025
Q2 		$313K Buy
9,223
+4
+0% +$139 0.12% 152
2025
Q1 		$333K Buy
9,219
+4
+0% +$136 0.14% 135
2024
Q4 		$299K Buy
9,215
+4
+0% +$132 0.13% 154
2024
Q3 		$305K Buy
9,211
+1,954
+27% +$59.8K 0.13% 154
2024
Q2 		$201K Hold
7,257
– – 0.09% 194
2024
Q1 		$201K Buy
+7,257
New +$193K 0.09% 194
2023
Q3 		– Sell
-7,719
Closed -$204K – 195
2023
Q2 		$204K Sell
7,719
-95
-1% -$2.62K 0.12% 179
2023
Q1 		$217K Buy
7,814
+103
+1% +$2.92K 0.13% 173
2022
Q4 		$225K Buy
+7,711
New +$212K 0.15% 162
2022
Q3 		– Sell
-7,703
Closed -$209K – 185
2022
Q2 		$209K Sell
7,703
-247
-3% -$7.09K 0.14% 162
2022
Q1 		$227K Buy
7,950
+6
+0.1% +$169 0.13% 176
2021
Q4 		$239K Buy
+7,944
New +$229K 0.13% 172
2021
Q2 		– Sell
-9,173
Closed -$265K – 206
2021
Q1 		$265K Buy
9,173
+6
+0.1% +$168 0.17% 143
2020
Q4 		$259K Buy
+9,167
New +$260K 0.17% 140

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

Wealth Management Associates's PPL Position: Q1 2026 in Review

Wealth Management Associates increased its PPL Corp (PPL) stake by 0.04% in Q1 2026, buying an estimated $148 and bringing the position to 9,095 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #154.

Wealth Management Associates first reported a position in PPL in Q4 2020 and has held it in 17 quarters since. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Wealth Management Associates held 9,095 shares of PPL Corp worth $347K as of Q1 2026.
  • Wealth Management Associates bought 4 PPL Corp shares in Q1 2026, an estimated $148.
  • PPL Corp made up 0.12% of Wealth Management Associates's portfolio in Q1 2026, its #154 holding.
  • Wealth Management Associates first reported a position in PPL Corp in Q4 2020 and has held it in 17 quarters since.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

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