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CSM Advisors’s Spotify SPOT Stock Holding History

CSM Advisors’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.88M Buy
5,928
+2,823
+91% +$1.42M 0.07% 287
2025
Q4 		$1.8M Buy
3,105
+575
+23% +$359K 0.05% 289
2025
Q3 		$1.76M Buy
+2,530
New +$1.77M 0.05% 307

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CSM Advisors's SPOT Position: Q1 2026 in Review

CSM Advisors increased its Spotify (SPOT) stake by 91% in Q1 2026, buying an estimated $1.42M and bringing the position to 5,928 shares worth $2.88M. The position accounts for 0.07% of the portfolio, ranked #287.

CSM Advisors first reported a position in SPOT in Q3 2025 and has held it in 3 quarters since. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • CSM Advisors held 5,928 shares of Spotify worth $2.88M as of Q1 2026.
  • CSM Advisors bought 2,823 Spotify shares in Q1 2026, an estimated $1.42M.
  • Spotify made up 0.07% of CSM Advisors's portfolio in Q1 2026, its #287 holding.
  • CSM Advisors first reported a position in Spotify in Q3 2025 and has held it in 3 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

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