Apollon Wealth Management’s AvalonBay Communities AVB Stock Holding History

Apollon Wealth Management’s Portfolio AVB Stock Details AVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Sell	1,340 -64	-5%	-$11.2K	﹤0.01%	1272
2025 Q4	$255K	Sell	1,404 -2	-0.1%	-$363	﹤0.01%	1131
2025 Q3	$272K	Buy	1,406 +210	+18%	+$40.9K	﹤0.01%	1088
2025 Q2	$243K	Buy	1,196 +111	+10%	+$22.7K	﹤0.01%	1095
2025 Q1	$233K	Buy	1,085 +40	+4%	+$8.68K	0.01%	1048
2024 Q4	$230K	Sell	1,045 -67	-6%	-$15.1K	0.01%	1044
2024 Q3	$251K	Buy	1,112 +105	+10%	+$22.7K	0.01%	977
2024 Q2	$208K	Buy	+1,007	New	+$195K	0.01%	1010

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apollon Wealth Management's AVB Position: Q1 2026 in Review

Apollon Wealth Management reduced its AvalonBay Communities (AVB) stake by 4.6% in Q1 2026, selling an estimated $11.2K and leaving 1,340 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Apollon Wealth Management first reported a position in AVB in Q2 2024 and has held it in 8 quarters since. The position peaked at $272K in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Apollon Wealth Management held 1,340 shares of AvalonBay Communities worth $219K as of Q1 2026.
Apollon Wealth Management sold 64 AvalonBay Communities shares in Q1 2026, an estimated $11.2K.
AvalonBay Communities made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1272 holding.
Apollon Wealth Management first reported a position in AvalonBay Communities in Q2 2024 and has held it in 8 quarters since.
Apollon Wealth Management's AvalonBay Communities position peaked at $272K in Q3 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.