AWM
XYZ

Apollon Wealth Management’s Block Inc XYZ Stock Holding History

Apollon Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$606K Buy
10,074
+1,520
+18% +$92.4K 0.01% 782
2025
Q4 		$557K Buy
8,554
+320
+4% +$22.1K 0.01% 797
2025
Q3 		$595K Sell
8,234
-1,416
-15% -$106K 0.01% 761
2025
Q2 		$656K Buy
9,650
+15
+0.2% +$873 0.01% 696
2025
Q1 		$523K Sell
9,635
-67
-0.7% -$5K 0.01% 729
2024
Q4 		$825K Buy
9,702
+310
+3% +$25.4K 0.02% 583
2024
Q3 		$630K Buy
9,392
+773
+9% +$49.9K 0.02% 627
2024
Q2 		$556K Sell
8,619
-56
-0.6% -$3.92K 0.02% 637
2024
Q1 		$734K Sell
8,675
-1,733
-17% -$125K 0.02% 560
2023
Q4 		$805K Buy
10,408
+3,086
+42% +$174K 0.03% 525
2023
Q3 		$324K Buy
7,322
+93
+1% +$5.76K 0.02% 676
2023
Q2 		$481K Sell
7,229
-665
-8% -$41.5K 0.02% 601
2023
Q1 		$542K Buy
7,894
+1,018
+15% +$76.2K 0.03% 512
2022
Q4 		$432K Sell
6,876
-53
-0.8% -$3.27K 0.03% 556
2022
Q3 		$381K Sell
6,929
-453
-6% -$32.1K 0.03% 526
2022
Q2 		$454K Buy
7,382
+296
+4% +$27K 0.04% 451
2022
Q1 		$961K Buy
7,086
+1,191
+20% +$144K 0.07% 291
2021
Q4 		$952K Buy
5,895
+1,308
+29% +$283K 0.07% 294
2021
Q3 		$1.1M Buy
4,587
+1,017
+28% +$261K 0.15% 134
2021
Q2 		$870K Sell
3,570
-732
-17% -$170K 0.16% 123
2021
Q1 		$977K Buy
+4,302
New +$1.01M 0.19% 105
2020
Q3 		– Sell
-513
Closed -$54K – 714
2020
Q2 		$54K Buy
+513
New +$39.3K 0.03% 238

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Apollon Wealth Management increased its Block Inc (XYZ) stake by 18% in Q1 2026, buying an estimated $92.4K and bringing the position to 10,074 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #782.

Apollon Wealth Management first reported a position in XYZ in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.1M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Apollon Wealth Management held 10,074 shares of Block Inc worth $606K as of Q1 2026.
  • Apollon Wealth Management bought 1,520 Block Inc shares in Q1 2026, an estimated $92.4K.
  • Block Inc made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #782 holding.
  • Apollon Wealth Management first reported a position in Block Inc in Q2 2020 and has held it in 22 quarters since.
  • Apollon Wealth Management's Block Inc position peaked at $1.1M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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