Back to RKLB

Philip James Wealth Mangement, LLC → RKLB

Philip James Wealth Mangement, LLC RKLB Position History

Rocket Lab Corporation • Manufacturing

Quarters held
4
Latest value
$10M
Q3 2026
Peak value
$14.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$14.6M
Q1 2026$10.6M
Q2 2026$13.7M
Q3 2026$10M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10M870.1K——
Q2 2026$13.7M867.9K——
Q1 2026$10.6M744.4K——
Q4 2025$14.6M755.6K——

Other funds holding RKLB

Other Philip James Wealth Mangement, LLC positions

BRK-A

BERKSHIRE HATHAWAY INC DEL

$220.2M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$217.7M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$215.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$209.1M
XOM

EXXON MOBIL CORP

$74.7M
XOM

EXXONMOBIL HOLDINGS CORP

$64.8M
XOM

EXXON MOBIL CORP

$57.9M
XOM

EXXON MOBIL CORP

$55.7M