Williams Jones Wealth Management
PPL icon

Williams Jones Wealth Management’s PPL Corp PPL Stock Holding History

Williams Jones 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
Q3 		$1.18M Sell
35,775
-240
-0.7% -$8.37K 0.01% 253
2026
Q2 		$1.31M Buy
36,015
+3,081
+9% +$114K 0.01% 249
2026
Q1 		$1.26M Buy
32,934
+519
+2% +$19.1K 0.02% 238
2025
Q4 		$1.14M Buy
32,415
+2,468
+8% +$89K 0.01% 245
2025
Q3 		$1.11M Buy
29,947
+925
+3% +$33.2K 0.01% 239
2025
Q2 		$984K Buy
29,022
+3,900
+16% +$136K 0.01% 261
2025
Q1 		$907K Sell
25,122
-2,381
-9% -$80.7K 0.01% 253
2024
Q4 		$893K Buy
27,503
+2,800
+11% +$92.2K 0.01% 262
2024
Q3 		$817K Buy
24,703
+2,252
+10% +$68.9K 0.01% 284
2024
Q2 		$621K Buy
22,451
+5,500
+32% +$154K 0.01% 315
2024
Q1 		$467K Hold
16,951
– – 0.01% 366
2023
Q4 		$459K Buy
16,951
+520
+3% +$13.2K 0.01% 356
2023
Q3 		$387K Hold
16,431
– – 0.01% 380
2023
Q2 		$435K Sell
16,431
-1,259
-7% -$34.7K 0.01% 376
2023
Q1 		$492K Sell
17,690
-250
-1% -$7.08K 0.01% 371
2022
Q4 		$524K Sell
17,940
-78
-0.4% -$2.14K 0.01% 349
2022
Q3 		$457K Buy
18,018
+40
+0.2% +$1.14K 0.01% 367
2022
Q2 		$488K Buy
17,978
+3,419
+23% +$98.1K 0.01% 363
2022
Q1 		$416K Hold
14,559
– – 0.01% 374
2021
Q4 		$438K Hold
14,559
– – 0.01% 350
2021
Q3 		$406K Hold
14,559
– – 0.01% 347
2021
Q2 		$407K Sell
14,559
-13
-0.1% -$376 0.01% 350
2021
Q1 		$420K Sell
14,572
-287
-2% -$8.04K 0.01% 336
2020
Q4 		$419K Sell
14,859
-800
-5% -$22.7K 0.01% 313
2020
Q3 		$426K Sell
15,659
-479
-3% -$12.9K 0.01% 286
2020
Q2 		$417K Sell
16,138
-1,240
-7% -$32.3K 0.01% 281
2020
Q1 		$429K Sell
17,378
-200
-1% -$6.44K 0.01% 243
2019
Q4 		$631K Hold
17,578
– – 0.01% 249
2019
Q3 		$554K Buy
+17,578
New +$531K 0.01% 256

Other funds holding PPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Williams Jones Wealth Management's PPL Position: Q3 2026 in Review

Williams Jones Wealth Management reduced its PPL Corp (PPL) stake by 0.67% in Q3 2026, selling an estimated $8.37K and leaving 35,775 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #253.

Williams Jones Wealth Management first reported a position in PPL in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.31M in Q2 2026. 610 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Williams Jones Wealth Management held 35,775 shares of PPL Corp worth $1.18M as of Q3 2026.
  • Williams Jones Wealth Management sold 240 PPL Corp shares in Q3 2026, an estimated $8.37K.
  • PPL Corp made up 0.01% of Williams Jones Wealth Management's portfolio in Q3 2026, its #253 holding.
  • Williams Jones Wealth Management first reported a position in PPL Corp in Q3 2019 and has held it in 29 quarters since.
  • Williams Jones Wealth Management's PPL Corp position peaked at $1.31M in Q2 2026.
  • 610 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Williams Jones Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.