AWM
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Apollon Wealth Management’s S&P Global SPGI Stock Holding History

Apollon Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.9M Sell
39,090
-461
-1% -$195K 0.19% 100
2026
Q1 		$16.8M Buy
39,551
+8,438
+27% +$3.92M 0.27% 82
2025
Q4 		$16.3M Buy
31,113
+514
+2% +$254K 0.28% 70
2025
Q3 		$14.9M Buy
30,599
+379
+1% +$203K 0.26% 71
2025
Q2 		$15.9M Buy
30,220
+2,787
+10% +$1.39M 0.31% 60
2025
Q1 		$13.9M Buy
27,433
+7,672
+39% +$3.92M 0.31% 70
2024
Q4 		$9.84M Buy
19,761
+1,088
+6% +$552K 0.23% 81
2024
Q3 		$9.65M Sell
18,673
-434
-2% -$215K 0.27% 68
2024
Q2 		$8.52M Buy
19,107
+130
+0.7% +$55.8K 0.26% 68
2024
Q1 		$8.07M Buy
18,977
+179
+1% +$77.6K 0.25% 72
2023
Q4 		$8.28M Buy
18,798
+9,920
+112% +$3.91M 0.29% 67
2023
Q3 		$3.24M Buy
8,878
+1,034
+13% +$407K 0.16% 119
2023
Q2 		$3.14M Buy
7,844
+3,789
+93% +$1.38M 0.15% 141
2023
Q1 		$1.4M Sell
4,055
-138
-3% -$48.6K 0.09% 242
2022
Q4 		$1.4M Sell
4,193
-504
-11% -$166K 0.1% 215
2022
Q3 		$1.43M Buy
4,697
+218
+5% +$78K 0.12% 188
2022
Q2 		$1.51M Buy
4,479
+246
+6% +$87.7K 0.13% 179
2022
Q1 		$1.74M Buy
4,233
+1
+0% +$407 0.12% 178
2021
Q4 		$2M Buy
4,232
+2,956
+232% +$1.35M 0.15% 157
2021
Q3 		$542K Buy
+1,276
New +$553K 0.07% 253
2020
Q3 		– Sell
-89
Closed -$29K – 615
2020
Q2 		$29K Buy
+89
New +$26.8K 0.02% 314

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Apollon Wealth Management reduced its S&P Global (SPGI) stake by 1.2% in Q2 2026, selling an estimated $195K and leaving 39,090 shares worth $15.9M. The position accounts for 0.19% of the portfolio, ranked #100.

Apollon Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 21 quarters since. The position peaked at $16.8M in Q1 2026. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Apollon Wealth Management held 39,090 shares of S&P Global worth $15.9M as of Q2 2026.
  • Apollon Wealth Management sold 461 S&P Global shares in Q2 2026, an estimated $195K.
  • S&P Global made up 0.19% of Apollon Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Apollon Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's S&P Global position peaked at $16.8M in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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