Evergreen Capital Management’s SPX Corp SPXC Stock Holding History

Evergreen Capital Management’s Portfolio SPXC Stock Details SPXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Buy	5,708 +872	+18%	+$191K	0.02%	420
2026 Q1	$967K	Sell	4,836 -20	-0.4%	-$4.3K	0.02%	501
2025 Q4	$971K	Sell	4,856 -64	-1%	-$13.1K	0.02%	479
2025 Q3	$919K	Buy	4,920 +920	+23%	+$170K	0.02%	430
2025 Q2	$671K	Buy	4,000 +10	+0.3%	+$1.47K	0.02%	461
2025 Q1	$514K	Buy	3,990 +244	+7%	+$34.9K	0.02%	496
2024 Q4	$545K	Buy	3,746 +159	+4%	+$25.6K	0.02%	475
2024 Q3	$572K	Buy	3,587 +49	+1%	+$7.39K	0.02%	459
2024 Q2	$503K	Buy	3,538 +146	+4%	+$19.3K	0.02%	461
2024 Q1	$418K	Sell	3,392 -7	-0.2%	-$760	0.02%	497
2023 Q4	$343K	Sell	3,399 -59	-2%	-$5.11K	0.01%	537
2023 Q3	$281K	Buy	3,458 +181	+6%	+$14.6K	0.01%	580
2023 Q2	$278K	Buy	3,277 +330	+11%	+$24.6K	0.01%	593
2023 Q1	$208K	Buy	+2,947	New	+$209K	0.01%	647

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's SPXC Position: Q2 2026 in Review

Evergreen Capital Management increased its SPX Corp (SPXC) stake by 18% in Q2 2026, buying an estimated $191K and bringing the position to 5,708 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #420.

Evergreen Capital Management first reported a position in SPXC in Q1 2023 and has held it in 14 quarters since. 513 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

Evergreen Capital Management held 5,708 shares of SPX Corp worth $1.4M as of Q2 2026.
Evergreen Capital Management bought 872 SPX Corp shares in Q2 2026, an estimated $191K.
SPX Corp made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #420 holding.
Evergreen Capital Management first reported a position in SPX Corp in Q1 2023 and has held it in 14 quarters since.
513 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

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