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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Apollon Wealth Management increased its S&P Global (SPGI) stake by 27% in Q1 2026, buying an estimated $3.92M and bringing the position to 39,551 shares worth $16.8M. The position accounts for 0.27% of the portfolio, ranked #82.

Apollon Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 20 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Apollon Wealth Management held 39,551 shares of S&P Global worth $16.8M as of Q1 2026.
  • Apollon Wealth Management bought 8,438 S&P Global shares in Q1 2026, an estimated $3.92M.
  • S&P Global made up 0.27% of Apollon Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Apollon Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 20 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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