AWM
STZ icon

Apollon Wealth Management’s Constellation Brands STZ Stock Holding History

Apollon Wealth Management’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.04M Buy
13,606
+226
+2% +$34.9K 0.03% 381
2025
Q4 		$1.85M Sell
13,380
-254
-2% -$34.8K 0.03% 386
2025
Q3 		$1.84M Buy
13,634
+7,163
+111% +$1.14M 0.03% 400
2025
Q2 		$1.05M Buy
6,471
+4,511
+230% +$809K 0.02% 540
2025
Q1 		$360K Sell
1,960
-730
-27% -$133K 0.01% 881
2024
Q4 		$594K Sell
2,690
-274
-9% -$65.1K 0.01% 686
2024
Q3 		$764K Sell
2,964
-92
-3% -$22.8K 0.02% 565
2024
Q2 		$786K Buy
3,056
+316
+12% +$81.3K 0.02% 539
2024
Q1 		$745K Sell
2,740
-410
-13% -$104K 0.02% 555
2023
Q4 		$762K Buy
3,150
+1,281
+69% +$305K 0.03% 540
2023
Q3 		$470K Sell
1,869
-383
-17% -$100K 0.02% 565
2023
Q2 		$554K Buy
2,252
+133
+6% +$31.1K 0.03% 565
2023
Q1 		$479K Buy
2,119
+21
+1% +$4.67K 0.03% 544
2022
Q4 		$486K Buy
2,098
+439
+26% +$105K 0.03% 525
2022
Q3 		$381K Buy
1,659
+162
+11% +$39.5K 0.03% 525
2022
Q2 		$349K Buy
1,497
+140
+10% +$34.1K 0.03% 528
2022
Q1 		$313K Buy
1,357
+336
+33% +$77.6K 0.02% 581
2021
Q4 		$256K Buy
+1,021
New +$233K 0.02% 625
2020
Q3 		– Sell
-57
Closed -$10K – 622
2020
Q2 		$10K Buy
+57
New +$9.49K 0.01% 503

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Apollon Wealth Management increased its Constellation Brands (STZ) stake by 1.7% in Q1 2026, buying an estimated $34.9K and bringing the position to 13,606 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #381.

Apollon Wealth Management first reported a position in STZ in Q2 2020 and has held it in 19 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Apollon Wealth Management held 13,606 shares of Constellation Brands worth $2.04M as of Q1 2026.
  • Apollon Wealth Management bought 226 Constellation Brands shares in Q1 2026, an estimated $34.9K.
  • Constellation Brands made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #381 holding.
  • Apollon Wealth Management first reported a position in Constellation Brands in Q2 2020 and has held it in 19 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

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