HB Wealth Management, LLC

Position in ALSN — Allison Transmission Holdings Inc

CIK 1911253 Atlanta, GA

Position in ALSN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$760,769

+$41,319 QoQ

Shares Held

6,748

+9.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#286

of 563 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HB Wealth Management, LLC holds $23,412,433 across 13 Auto Parts names. ALSN ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	81,380	$7,494,284
2	GPC	Genuine Parts Co	52,935	$6,245,271
3	AZO	Autozone Inc	1,618	$5,171,030
4	BWA	Borgwarner Inc	17,475	$1,160,340
5	ALSN	Allison Transmission Holdings Inc This page	6,748	$760,769
6	MOD	Modine Manufacturing Co	2,224	$593,852
7	ALV	Autoliv Inc	3,485	$404,852
8	APTV	Aptiv PLC	5,871	$360,361

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$760,769	6,748	+9.8%	Shares	Sole	2026-07-29
2026-03-31	$719,450	6,146	+12.0%	Shares	Sole	2026-04-27
2025-12-31	$537,275	5,488	+4.9%	Shares	Sole	2026-01-28
2025-09-30	$443,922	5,230	+9.6%	Shares	Sole	2025-10-23
2025-06-30	$453,482	4,774	-8.4%	Shares	Sole	2025-07-17
2025-03-31	$498,823	5,214	+9.3%	Shares	Sole	2025-05-07
2024-12-31	$515,662	4,772	+5.3%	Shares	Sole	2025-01-15
2024-09-30	$435,197	4,530	+2.8%	Shares	Sole	2024-10-15
2024-06-30	$334,339	4,405	-5.6%	Shares	Sole	2024-07-26
2024-03-31	$378,854	4,668	+19.8%	Shares	Sole	2024-04-30
2023-12-31	$226,552	3,896	+4.3%	Shares	Sole	2024-01-16
2023-09-30	$220,589	3,735	-1.7%	Shares	Sole	2023-10-13
2023-06-30	$214,604	3,801	—	Shares	Sole	2023-07-13
No filing history on record for this holder in this stock.