AWM
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Apollon Wealth Management’s Philips PHG Stock Holding History

Apollon Wealth Management’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$346K Buy
13,080
+1,547
+13% +$43.8K 0.01% 1042
2025
Q4 		$301K Buy
11,533
+193
+2% +$5.15K 0.01% 1055
2025
Q3 		$298K Buy
11,340
+261
+2% +$6.7K 0.01% 1049
2025
Q2 		$256K Buy
11,079
+497
+5% +$11.1K 0.01% 1075
2025
Q1 		$249K Buy
10,582
+135
+1% +$3.3K 0.01% 1022
2024
Q4 		$245K Sell
10,447
-2,229
-18% -$57.6K 0.01% 1022
2024
Q3 		$384K Sell
12,676
-65
-0.5% -$1.73K 0.01% 820
2024
Q2 		$297K Sell
12,741
-599
-4% -$13.5K 0.01% 870
2024
Q1 		$239K Buy
13,340
+817
+7% +$15.6K 0.01% 961
2023
Q4 		$261K Buy
+12,523
New +$228K 0.01% 896

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Apollon Wealth Management increased its Philips (PHG) stake by 13% in Q1 2026, buying an estimated $43.8K and bringing the position to 13,080 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #1042.

Apollon Wealth Management first reported a position in PHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $384K in Q3 2024. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Apollon Wealth Management held 13,080 shares of Philips worth $346K as of Q1 2026.
  • Apollon Wealth Management bought 1,547 Philips shares in Q1 2026, an estimated $43.8K.
  • Philips made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1042 holding.
  • Apollon Wealth Management first reported a position in Philips in Q4 2023 and has held it in 10 quarters since.
  • Apollon Wealth Management's Philips position peaked at $384K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

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