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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
Q2 		$1.02M Buy
13,378
+3,304
+33% +$232K 0.01% 732
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Apollon Wealth Management increased its Block Inc (XYZ) stake by 33% in Q2 2026, buying an estimated $232K and bringing the position to 13,378 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #732.

Apollon Wealth Management first reported a position in XYZ in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.1M in Q3 2021. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Apollon Wealth Management held 13,378 shares of Block Inc worth $1.02M as of Q2 2026.
  • Apollon Wealth Management bought 3,304 Block Inc shares in Q2 2026, an estimated $232K.
  • Block Inc made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #732 holding.
  • Apollon Wealth Management first reported a position in Block Inc in Q2 2020 and has held it in 23 quarters since.
  • Apollon Wealth Management's Block Inc position peaked at $1.1M in Q3 2021.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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