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Apollon Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Apollon Wealth Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$645K Buy
110,702
+1,183
+1% +$6.42K 0.01% 910
2026
Q1 		$551K Sell
109,519
-1,152
-1% -$6.32K 0.01% 818
2025
Q4 		$587K Sell
110,671
-12,716
-10% -$61.6K 0.01% 777
2025
Q3 		$560K Sell
123,387
-1,731
-1% -$7.57K 0.01% 785
2025
Q2 		$532K Sell
125,118
-2,677
-2% -$10.6K 0.01% 780
2025
Q1 		$488K Buy
127,795
+5,154
+4% +$17K 0.01% 761
2024
Q4 		$334K Buy
122,641
+3,346
+3% +$9.56K 0.01% 901
2024
Q3 		$372K Sell
119,295
-16,645
-12% -$49.9K 0.01% 830
2024
Q2 		$371K Sell
135,940
-1,775
-1% -$4.76K 0.01% 786
2024
Q1 		$357K Buy
137,715
+13,541
+11% +$31.1K 0.01% 810
2023
Q4 		$297K Buy
124,174
+77,886
+168% +$167K 0.01% 842
2023
Q3 		$98.6K Buy
46,288
+12,056
+35% +$26.1K 0.01% 866
2023
Q2 		$75.3K Buy
34,232
+1,792
+6% +$4.11K ﹤0.01% 913
2023
Q1 		$75.3K Buy
32,440
+333
+1% +$806 ﹤0.01% 833
2022
Q4 		$70.6K Sell
32,107
-1,024
-3% -$2.11K 0.01% 826
2022
Q3 		$59K Buy
+33,131
New +$68.8K ﹤0.01% 778

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Apollon Wealth Management's LYG Position: Q2 2026 in Review

Apollon Wealth Management increased its Lloyds Banking Group (LYG) stake by 1.1% in Q2 2026, buying an estimated $6.42K and bringing the position to 110,702 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #910.

Apollon Wealth Management first reported a position in LYG in Q3 2022 and has held it in 16 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Apollon Wealth Management held 110,702 shares of Lloyds Banking Group worth $645K as of Q2 2026.
  • Apollon Wealth Management bought 1,183 Lloyds Banking Group shares in Q2 2026, an estimated $6.42K.
  • Lloyds Banking Group made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #910 holding.
  • Apollon Wealth Management first reported a position in Lloyds Banking Group in Q3 2022 and has held it in 16 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.