AWM
WAT icon

Apollon Wealth Management’s Waters Corp WAT Stock Holding History

Apollon Wealth Management’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21M Buy
4,065
+453
+13% +$155K 0.02% 532
2025
Q4 		$1.37M Buy
3,612
+347
+11% +$128K 0.02% 470
2025
Q3 		$979K Sell
3,265
-490
-13% -$148K 0.02% 572
2025
Q2 		$1.31M Buy
3,755
+352
+10% +$121K 0.03% 473
2025
Q1 		$1.25M Sell
3,403
-112
-3% -$43.4K 0.03% 445
2024
Q4 		$1.3M Buy
3,515
+257
+8% +$94K 0.03% 430
2024
Q3 		$1.17M Buy
3,258
+109
+3% +$35.5K 0.03% 436
2024
Q2 		$914K Buy
3,149
+4
+0.1% +$1.28K 0.03% 504
2024
Q1 		$1.08M Buy
3,145
+225
+8% +$74K 0.03% 446
2023
Q4 		$961K Buy
+2,920
New +$806K 0.03% 467

Other funds holding WAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Apollon Wealth Management increased its Waters Corp (WAT) stake by 13% in Q1 2026, buying an estimated $155K and bringing the position to 4,065 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #532.

Apollon Wealth Management first reported a position in WAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2025. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Apollon Wealth Management held 4,065 shares of Waters Corp worth $1.21M as of Q1 2026.
  • Apollon Wealth Management bought 453 Waters Corp shares in Q1 2026, an estimated $155K.
  • Waters Corp made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #532 holding.
  • Apollon Wealth Management first reported a position in Waters Corp in Q4 2023 and has held it in 10 quarters since.
  • Apollon Wealth Management's Waters Corp position peaked at $1.37M in Q4 2025.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

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