AWM
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Apollon Wealth Management’s Artisan Partners APAM Stock Holding History

Apollon Wealth Management’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$309K Buy
8,502
+75
+0.9% +$3.07K 0.01% 1095
2025
Q4 		$343K Sell
8,427
-145
-2% -$6.19K 0.01% 1002
2025
Q3 		$372K Sell
8,572
-229
-3% -$10.6K 0.01% 956
2025
Q2 		$390K Buy
8,801
+595
+7% +$23.8K 0.01% 898
2025
Q1 		$321K Sell
8,206
-138
-2% -$5.85K 0.01% 934
2024
Q4 		$359K Buy
8,344
+117
+1% +$5.34K 0.01% 876
2024
Q3 		$356K Sell
8,227
-703
-8% -$29K 0.01% 852
2024
Q2 		$369K Sell
8,930
-3,148
-26% -$136K 0.01% 789
2024
Q1 		$553K Sell
12,078
-273
-2% -$11.7K 0.02% 657
2023
Q4 		$546K Buy
+12,351
New +$466K 0.02% 626

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VPM
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VCM
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State Street
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VNIM
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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return