AWM
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Apollon Wealth Management’s Comfort Systems FIX Stock Holding History

Apollon Wealth Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.9M Buy
2,101
+412
+24% +$523K 0.05% 305
2025
Q4 		$1.58M Buy
1,689
+252
+18% +$233K 0.03% 423
2025
Q3 		$1.19M Sell
1,437
-120
-8% -$81.3K 0.02% 521
2025
Q2 		$835K Buy
1,557
+765
+97% +$333K 0.02% 608
2025
Q1 		$255K Buy
792
+56
+8% +$22.6K 0.01% 1013
2024
Q4 		$312K Sell
736
-943
-56% -$414K 0.01% 927
2024
Q3 		$655K Buy
+1,679
New +$553K 0.02% 624
2024
Q2 		– Sell
-1,062
Closed -$337K – 1123
2024
Q1 		$337K Sell
1,062
-93
-8% -$23.8K 0.01% 827
2023
Q4 		$238K Sell
1,155
-452
-28% -$83.5K 0.01% 928
2023
Q3 		$274K Buy
1,607
+108
+7% +$19K 0.01% 731
2023
Q2 		$246K Buy
+1,499
New +$223K 0.01% 795

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Apollon Wealth Management increased its Comfort Systems (FIX) stake by 24% in Q1 2026, buying an estimated $523K and bringing the position to 2,101 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #305.

Apollon Wealth Management first reported a position in FIX in Q2 2023 and has held it in 11 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Apollon Wealth Management held 2,101 shares of Comfort Systems worth $2.9M as of Q1 2026.
  • Apollon Wealth Management bought 412 Comfort Systems shares in Q1 2026, an estimated $523K.
  • Comfort Systems made up 0.05% of Apollon Wealth Management's portfolio in Q1 2026, its #305 holding.
  • Apollon Wealth Management first reported a position in Comfort Systems in Q2 2023 and has held it in 11 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

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