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Apollon Wealth Management’s Mesabi Trust MSB Stock Holding History

Apollon Wealth Management’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,736
Closed -$452K – 1442
2025
Q4 		$452K Sell
11,736
-17
-0.1% -$576 0.01% 877
2025
Q3 		$344K Buy
11,753
+574
+5% +$16.8K 0.01% 993
2025
Q2 		$268K Sell
11,179
-4,836
-30% -$126K 0.01% 1047
2025
Q1 		$436K Buy
16,015
+831
+5% +$22.7K 0.01% 802
2024
Q4 		$427K Sell
15,184
-5
-0% -$130 0.01% 811
2024
Q3 		$344K Buy
+15,189
New +$278K 0.01% 867

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Apollon Wealth Management sold out of Mesabi Trust (MSB) in Q1 2026, closing a stake of 11,736 shares — an estimated $452K sold.

Apollon Wealth Management first reported a position in MSB in Q3 2024 and held it in 6 quarters. The position peaked at $452K in Q4 2025. 73 funds tracked by Wall St. Rank hold MSB as of Q1 2026.

  • Apollon Wealth Management reported no remaining Mesabi Trust position as of Q1 2026 after selling out during the quarter.
  • Apollon Wealth Management sold 11,736 Mesabi Trust shares in Q1 2026, an estimated $452K.
  • Apollon Wealth Management first reported a position in Mesabi Trust in Q3 2024 and held it in 6 quarters.
  • Apollon Wealth Management's Mesabi Trust position peaked at $452K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2026.

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