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Gibbs Wealth Management’s Spotify SPOT Stock Holding History

Gibbs Wealth Management’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 		$491K Buy
+1,012
New +$508K 0.06% 303
2025
Q4 		– Sell
-357
Closed -$249K – 343
2025
Q3 		$249K Sell
357
-364
-50% -$255K 0.06% 293
2025
Q2 		$553K Buy
721
+128
+22% +$82.2K 0.11% 212
2025
Q1 		$326K Buy
593
+22
+4% +$12.3K 0.08% 239
2024
Q4 		$255K Buy
+571
New +$245K 0.07% 251

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gibbs Wealth Management's SPOT Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Spotify (SPOT) in Q1 2026: 1,012 shares worth $491K. The stake represents 0.06% of the portfolio and ranks #303 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in SPOT as recently as Q3 2025.

Gibbs Wealth Management first reported a position in SPOT in Q4 2024 and has held it in 5 quarters since. The position peaked at $553K in Q2 2025. 1,283 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Gibbs Wealth Management held 1,012 shares of Spotify worth $491K as of Q1 2026.
  • Spotify was a new Gibbs Wealth Management position in Q1 2026.
  • Spotify made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #303 holding.
  • Gibbs Wealth Management first reported a position in Spotify in Q4 2024 and has held it in 5 quarters since.
  • Gibbs Wealth Management's Spotify position peaked at $553K in Q2 2025.
  • 1,283 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.