13F Filings History of ALBION FINANCIAL GROUP /UT

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$1,606,750,013
Signature - Title
Ryan Jacobs - Chief Compliance Officer
Location
Salt Lake City, UT
Summary
This page shows a list of all the recent 13F filings made by ALBION FINANCIAL GROUP /UT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ALBION FINANCIAL GROUP /UT reported 649 stock holdings with total value $1,606,750,013 as of Q4 2025. Top holdings included VOO, AAPL, IWR, MSFT, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 649 $1,606,750,013 +$19,290,088 -$80,948,266 -$61,658,178 VOO, AAPL, IWR, MSFT, GOOGL 13F-HR 21 Jan 2026, 10:40
Q3 2025 651 $1,655,817,494 +$74,265,858 -$56,183,990 +$18,081,868 VOO, AAPL, IWR, MSFT, NVDA 13F-HR 20 Oct 2025, 11:26
Q2 2025 586 $1,530,713,440 +$87,588,445 -$91,692,853 -$4,104,408 VOO, IWR, MSFT, AAPL, AMZN 13F-HR 17 Jul 2025, 13:31
Q1 2025 607 $1,413,576,002 +$100,475,514 -$87,298,872 +$13,176,642 VOO, AAPL, IWR, MSFT, AMZN 13F-HR 25 Apr 2025, 11:21
Q4 2024 682 $1,461,218,078 +$59,547,388 -$44,171,979 +$15,375,409 VOO, AAPL, IWR, MSFT, AMZN 13F-HR 17 Jan 2025, 11:39
Q3 2024 510 $1,441,202,526 +$155,984,050 -$122,830,789 +$33,153,261 VOO, AAPL, IWR, MSFT, LVHD 13F-HR 09 Oct 2024, 15:46
Q2 2024 510 $1,327,393,805 +$31,094,637 -$17,199,793 +$13,894,844 VOO, IWR, AAPL, LVHD, MSFT 13F-HR 10 Jul 2024, 12:23
Q1 2024 502 $1,295,370,695 +$28,980,269 -$20,126,416 +$8,853,853 VOO, IWR, LVHD, AAPL, MSFT 13F-HR 19 Apr 2024, 12:29
Q4 2023 476 $1,213,484,393 +$26,423,394 -$10,115,897 +$16,307,497 VOO, IWR, LVHD, AAPL, MSFT 13F-HR 26 Jan 2024, 12:11
Q3 2023 478 $1,083,577,789 +$37,082,792 -$41,683,294 -$4,600,502 VOO, LVHD, IWR, AAPL, MSFT 13F-HR 01 Nov 2023, 11:03
Q2 2023 473 $1,142,502,194 +$25,444,219 -$33,853,169 -$8,408,950 VOO, LVHD, AAPL, IWR, MSFT 13F-HR 25 Jul 2023, 12:59
Q1 2023 446 $1,093,063,787 +$54,905,570 -$59,605,576 -$4,700,006 VOO, LVHD, IWR, AAPL, MSFT 13F-HR 18 Apr 2023, 11:38
Q4 2022 484 $1,035,512,240 +$25,663,951 -$21,745,990 +$3,917,961 VOO, IWR, AAPL, MSFT, VCSH 13F-HR 03 Feb 2023, 11:33
Q3 2022 432 $968,691,000 +$66,728,291 -$25,985,530 +$40,742,761 VOO, AAPL, IWR, MSFT, VCSH 13F-HR 27 Oct 2022, 14:07
Q2 2022 523 $1,009,347,000 +$64,696,109 -$24,440,414 +$40,255,695 VOO, AAPL, IWR, MSFT, VCSH 13F-HR 29 Jul 2022, 15:43
Q1 2022 587 $1,174,748,000 +$43,350,542 -$48,062,550 -$4,712,008 VOO, AAPL, IWR, MSFT, AMZN 13F-HR 09 May 2022, 15:18
Q4 2021 610 $1,262,401,000 +$75,641,398 -$29,751,521 +$45,889,877 VOO, AAPL, IWR, MSFT, AMZN 13F-HR 15 Feb 2022, 10:45
Q3 2021 512 $1,141,574,000 +$32,723,490 -$32,456,519 +$266,971 VOO, IWR, AAPL, MSFT, AMZN 13F-HR 19 Oct 2021, 11:12
Q2 2021 511 $1,153,492,000 +$66,039,551 -$33,873,237 +$32,166,314 VOO, IWR, AAPL, MSFT, AMZN 13F-HR 12 Aug 2021, 11:12
Q4 2020 481 $1,020,365,000 +$123,548,208 -$125,549,052 -$2,000,844 VOO, AAPL, IWR, AMZN, MSFT 13F-HR 19 Feb 2021, 11:37
Q3 2020 231 $923,355,000 +$86,561,935 -$34,454,820 +$52,107,115 VOO, AAPL, IWR, AMZN, MSFT 13F-HR 13 Nov 2020, 16:47
Q2 2020 220 $847,394,000 +$84,876,608 -$35,897,832 +$48,978,776 VOO, IWR, AAPL, SPLV, MSFT 13F-HR 17 Aug 2020, 14:39
Q1 2020 207 $684,794,000 +$62,426,369 -$88,165,253 -$25,738,884 VOO, SPLV, IWR, AAPL, MSFT 13F-HR 08 May 2020, 12:28
Q4 2019 218 $842,768,000 +$21,201,368 -$14,639,838 +$6,561,530 VOO, IWR, AAPL, VEU, IJR 13F-HR 31 Jan 2020, 13:57
Q3 2019 206 $779,829,000 +$40,963,264 -$43,776,556 -$2,813,292 VOO, IWR, VEU, AAPL, IJR 13F-HR 08 Nov 2019, 14:29
Q2 2019 207 $774,559,000 +$14,775,788 -$6,592,324 +$8,183,464 VOO, IWR, VEU, VWO, IJR 13F-HR 08 Aug 2019, 11:50
Q1 2019 203 $737,359,000 +$33,934,256 -$13,688,170 +$20,246,086 VOO, IWR, VEU, VWO, IJR 13F-HR 14 May 2019, 11:21
Q4 2018 196 $641,952,000 +$73,971,125 -$40,359,951 +$33,611,174 VOO, IWR, VEU, VWO, IJR 13F-HR 28 Jan 2019, 12:42
Q3 2018 197 $739,108,000 +$21,177,237 -$10,795,431 +$10,381,806 VOO, IWR, VEU, AAPL, IJR 13F-HR 19 Nov 2018, 19:10
Q2 2018 194 $693,844,000 +$38,715,774 -$10,160,398 +$28,555,376 VOO, IWR, VEU, VWO, IJR 13F-HR 14 Aug 2018, 18:07
Q1 2018 191 $650,390,000 +$46,891,097 -$35,606,506 +$11,284,591 VOO, IWR, VEU, VWO, IJR Restatement 17 Apr 2018, 17:07
Q4 2017 192 $656,714,000 +$18,565,652 -$28,811,758 -$10,246,106 VOO, IWR, VEU, GE, VWO 13F-HR 21 Feb 2018, 17:46
Q3 2017 193 $654,812,000 +$45,470,047 -$9,167,464 +$36,302,583 VOO, GE, IWR, VEU, VWO 13F-HR 08 Nov 2017, 17:50
Q2 2017 193 $601,948,000 +$8,490,281 -$80,658,356 -$72,168,075 GE, VOO, IWR, VEU, VWO 13F-HR 15 Aug 2017, 14:15
Q1 2017 190 $666,247,000 +$124,995,826 -$87,180,440 +$37,815,386 VAL, GE, VOO, IWR, VEU 13F-HR 15 May 2017, 13:07
Q4 2016 187 $604,482,000 +$97,573,988 -$86,873,366 +$10,700,622 VAL, GE, VOO, AAPL, HD Restatement 14 Feb 2017, 12:04
Q3 2016 189 $584,037,000 +$99,569,471 -$80,000,000 +$19,569,471 VAL, GE, AAPL, AGN, HD 13F-HR 03 Nov 2016, 16:36
Q2 2016 182 $556,133,000 +$25,843,815 -$54,332,724 -$28,488,909 VAL, GE, AGN, FI, CELG 13F-HR 25 Jul 2016, 17:22
Q1 2016 183 $588,672,000 +$63,656,378 -$77,957,907 -$14,301,529 VAL, GE, AGN, CELG, AAPL 13F-HR 21 Apr 2016, 16:52
Q4 2015 174 $581,522,000 +$14,297,268 -$32,810,240 -$18,512,972 VAL, GE, AGN, AAPL, HD 13F-HR 19 Feb 2016, 17:51
Q3 2015 177 $552,445,000 +$50,406,822 -$54,483,946 -$4,077,124 VAL, GE, AGN, NXPI, AAPL 13F-HR 03 Nov 2015, 18:06
Q2 2015 183 $601,584,000 +$61,523,648 -$44,817,690 +$16,705,958 VAL, GE, AGN, NXPI, AAPL 13F-HR 27 Jul 2015, 13:45
Q1 2015 177 $588,731,000 +$30,047,384 -$33,602,217 -$3,554,833 VAL, GE, B108PS, NXPI, AAPL 13F-HR 14 May 2015, 12:59
Q4 2014 177 $578,881,000 +$34,690,386 -$50,402,618 -$15,712,232 VAL, GE, B108PS, NXPI, AAPL 13F-HR 26 Feb 2015, 12:55
Q3 2014 180 $564,556,000 +$32,438,813 -$48,213,906 -$15,775,093 VAL, GE, B108PS, NXPI, AAPL 13F-HR 13 Nov 2014, 13:02
Q2 2014 192 $577,525,000 +$62,107,521 -$30,523,074 +$31,584,447 VAL, GE, B108PS, AAPL, AAL 13F-HR 18 Aug 2014, 14:16
Q1 2014 188 $542,187,000 +$45,111,385 -$33,861,864 +$11,249,521 VAL, GE, B108PS, AAPL, BEAV 13F-HR 13 May 2014, 15:21
Q4 2013 171 $533,320,000 $0 $0 $0 VAL, GE, B108PS, AAPL, BEAV 13F-HR 13 Feb 2014, 13:14