CSM Advisors’s Applovin APP Stock Holding History

CSM Advisors’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.2M	Buy	8,026 +4,379	+120%	+$2.12M	0.08%	277
2025 Q4	$2.46M	Buy	3,647 +652	+22%	+$411K	0.07%	258
2025 Q3	$2.15M	Buy	+2,995	New	+$1.38M	0.06%	289

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CSM Advisors's APP Position: Q1 2026 in Review

CSM Advisors increased its Applovin (APP) stake by 120% in Q1 2026, buying an estimated $2.12M and bringing the position to 8,026 shares worth $3.2M. The position accounts for 0.08% of the portfolio, ranked #277.

CSM Advisors first reported a position in APP in Q3 2025 and has held it in 3 quarters since. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

CSM Advisors held 8,026 shares of Applovin worth $3.2M as of Q1 2026.
CSM Advisors bought 4,379 Applovin shares in Q1 2026, an estimated $2.12M.
Applovin made up 0.08% of CSM Advisors's portfolio in Q1 2026, its #277 holding.
CSM Advisors first reported a position in Applovin in Q3 2025 and has held it in 3 quarters since.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.