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William B. Walkup & Associates’s Allison Transmission ALSN Stock Holding History

William B. Walkup & Associates’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.49K Hold
22
– – ﹤0.01% 201
2026
Q2 		$2.48K Buy
+22
New +$2.67K ﹤0.01% 213

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

William B. Walkup & Associates's ALSN Position: Q3 2026 in Review

William B. Walkup & Associates held its Allison Transmission (ALSN) position steady in Q3 2026 at 22 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

William B. Walkup & Associates first reported a position in ALSN in Q2 2026 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • William B. Walkup & Associates held 22 shares of Allison Transmission worth $2.49K as of Q3 2026.
  • William B. Walkup & Associates left its Allison Transmission share count unchanged in Q3 2026.
  • Allison Transmission made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q3 2026, its #201 holding.
  • William B. Walkup & Associates first reported a position in Allison Transmission in Q2 2026 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.