Wealth Oklahoma Bets on Allison Transmission

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Let’s talk about the universe’s cruel joke: Wealth Oklahoma, a financial outfit with a name like a weather forecast, suddenly decides to buy Allison Transmission stock. Why? Because in the grand tradition of wealth management, it’s common to collaborate with yourself, swallow bad decisions, and file SEC reports that read like someone’s willarded-through-the-mail grocery list

What happened

On October 10, 2025, Wealth Oklahoma initialized a new position in Allison Transmission (ALSN), acquiring 75,606 shares. This is the financial equivalent of buying a sandwich and then telling everyone it’s a “strategic breakfast move.” The trade, valued at $6.4 million, represents a mere 1.9% of Stolper’s children’s lemonade-stand pod, or $330 million in reportable assets that someone probably forgot to mention when filing 1040s.

What else to know

As of September 30, 2025, this new venture accounts for 1.9% of Wealth Oklahoma’s assets. The rest? Berkshire Hathaway, JPMorgan, and Apple-because nothing says “contrarian” like following Apple’s lead in 2025, irrespective of whether it’s 2025 or not. The share price for Allison, by the way, is $81.02 as of October 9, down 18.4% over the past year and underperforming the S&P 500 by 33.9 percentage points. A stock that should’ve been put on a work-from-home policy in 2022, now wears a daisy dukes in 2025.

Company Overview

Metric Value
Revenue (TTM) $3.20 billion
Net Income (TTM) $762.00 million
Dividend Yield 1.33%
Price (as of market close 10/09/25) $81.02

Company Snapshot

Allison Transmission specializes in fully automatic transmissions for commercial and defense vehicles. Imagine owning a car that’s fluent in camouflage, but spend your days wondering why you didn’t just get a manual. Their revenue comes from selling transmissions to OEMs and providing aftermarket services, including extended warranties-because “selling parts that already exist” is the pinnacle of innovation in 2025.

Contrarian\’s take

Allison Transmission, founded in 1915, has evolved from making parts for treaty cards into something that sounds like a car version of a diplomatic crisis. The company’s trailing revenue? $3.2 billion over the last 12 months. A number impressive until you subtract the $81 you just lost on a single share. But here’s the kicker: Wealth Oklahoma’s bet on Allison may look like a Hail Mary, but it’s also a prime example of contrarian thinking-buying a stock that’s heavily dented enough even the squirrel that hoards shares went into hibernation.

Allison’s share price is down, but its P/E ratio of 9 is low enough that even a person who doesn’t understand what a P/E ratio is might realize “this is cheap.” The reason it’s cheap? Sales growth is stagnating, their outlook expectations have been slashed, and they’re seeing declining demand in medium-duty trucks. A textbook cautionary tale of “not seeing the forest for the trees,” or in this case, mistaking the tree for the forest and building a treehouse in it during a hurricane.

Yet, Wealth Oklahoma remains undeterred, likely because they’ve found comfort in the company’s recent acquisition of Dana Incorporated-a move that sounds exciting until you Google “Dana” and realize it’s not a corporate superhero, but a real-life janitorial service. The law of inertia applies to stocks as well: a body at rest tends to stay at rest, especially if it’s propped up by a Draecőpp.

Glossary

13F reportable assets: A bureaucratic formality that institutional investors submit quarterly, sporting the same enthusiasm as a student filling out a loan form.
AUM: The amount of money you’re responsible for, plus or minus the amount you’ve lost betting on Allison.
Dividend Yield: A line on a spreadsheet where your hopes and dreams of passive income are born.
TTM: The 12-month period where all your decisions feel like they happened in someone else’s life.
OEM: A misnomer commonly used when the real supplier is misbehaving in a coffee shop.
Aftermarket: The part where you wake up and realize that “used goods” are part of your savings plan.
Stake: A piece of the pie you can no longer taste because the waiter is not showing up.
Quarterly report: A fiscal soundscape where in 2025, talking about projections feels like trying to discuss weather patterns with a palm reader.

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Let’s talk about the universe’s cruel joke: Wealth Oklahoma, a financial outfit with a name like a weather forecast, suddenly decides to buy Allison Transmission stock. Why? Because in the grand tradition of wealth management, it’s common to collaborate with yourself, swallow bad decisions, and file SEC reports that read like someone’s willarded-through-the-mail grocery list

What happened

On October 10, 2025, Wealth Oklahoma initialized a new position in Allison Transmission (ALSN), acquiring 75,606 shares. This is the financial equivalent of buying a sandwich and then telling everyone it’s a “strategic breakfast move.” The trade, valued at $6.4 million, represents a mere 1.9% of Stolper’s children’s lemonade-stand pod, or $330 million in reportable assets that someone probably forgot to mention when filing 1040s.

What else to know

As of September 30, 2025, this new venture accounts for 1.9% of Wealth Oklahoma’s assets. The rest? Berkshire Hathaway, JPMorgan, and Apple-because nothing says “contrarian” like following Apple’s lead in 2025, irrespective of whether it’s 2025 or not. The share price for Allison, by the way, is $81.02 as of October 9, down 18.4% over the past year and underperforming the S&P 500 by 33.9 percentage points. A stock that should’ve been put on a work-from-home policy in 2022, now wears a daisy dukes in 2025.

Company Overview

Metric Value
Revenue (TTM) $3.20 billion
Net Income (TTM) $762.00 million
Dividend Yield 1.33%
Price (as of market close 10/09/25) $81.02

Company Snapshot

Allison Transmission specializes in fully automatic transmissions for commercial and defense vehicles. Imagine owning a car that’s fluent in camouflage, but spend your days wondering why you didn’t just get a manual. Their revenue comes from selling transmissions to OEMs and providing aftermarket services, including extended warranties-because “selling parts that already exist” is the pinnacle of innovation in 2025.

Contrarian’s take

Allison Transmission, founded in 1915, has evolved from making parts for treaty cards into something that sounds like a car version of a diplomatic crisis. The company’s trailing revenue? $3.2 billion over the last 12 months. A number impressive until you subtract the $81 you just lost on a single share. But here’s the kicker: Wealth Oklahoma’s bet on Allison may look like a Hail Mary, but it’s also a prime example of contrarian thinking-buying a stock that’s heavily dented enough even the squirrel that hoards shares went into hibernation.

Allison’s share price is down, but its P/E ratio of 9 is low enough that even a person who doesn’t understand what a P/E ratio is might realize “this is cheap.” The reason it’s cheap? Sales growth is stagnating, their outlook expectations have been slashed, and they’re seeing declining demand in medium-duty trucks. A textbook cautionary tale of “not seeing the forest for the trees,” or in this case, mistaking the tree for the forest and building a treehouse in it during a hurricane.

Yet, Wealth Oklahoma remains undeterred, likely because they’ve found comfort in the company’s recent acquisition of Dana Incorporated-a move that sounds exciting until you Google “Dana” and realize it’s not a corporate superhero, but a real-life janitorial service. The law of inertia applies to stocks as well: a body at rest tends to stay at rest, especially if it’s propped up by a Draecőpp.

Glossary

13F reportable assets: A bureaucratic formality that institutional investors submit quarterly, sporting the same enthusiasm as a student filling out a loan form.
AUM: The amount of money you’re responsible for, plus or minus the amount you’ve lost betting on Allison.
Dividend Yield: A line on a spreadsheet where your hopes and dreams of passive income are born.
TTM: The 12-month period where all your decisions feel like they happened in someone else’s life.
OEM: A misnomer commonly used when the real supplier is misbehaving in a coffee shop.
Aftermarket: The part where you wake up and realize that “used goods” are part of your savings plan.
Stake: A piece of the pie you can no longer taste because the waiter is not showing up.
Quarterly report: A fiscal soundscape where in 2025, talking about projections feels like trying to discuss weather patterns with a palm reader.

Read More

2025-10-12 03:14