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Oberweis Asset Management’s SPX Corp SPXC Stock Holding History

Oberweis Asset 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
Q1 		$16.7M Buy
83,441
+6,541
+9% +$1.41M 0.49% 78
2025
Q4 		$15.4M Hold
76,900
– – 0.56% 70
2025
Q3 		$14.4M Hold
76,900
– – 0.55% 71
2025
Q2 		$12.9M Buy
76,900
+1,500
+2% +$220K 0.56% 70
2025
Q1 		$9.71M Hold
75,400
– – 0.48% 73
2024
Q4 		$11M Buy
75,400
+13,600
+22% +$2.19M 0.52% 77
2024
Q3 		$9.85M Sell
61,800
-12,700
-17% -$1.92M 0.5% 75
2024
Q2 		$10.6M Buy
74,500
+5,500
+8% +$726K 0.65% 53
2024
Q1 		$8.5M Sell
69,000
-4,000
-5% -$434K 0.61% 64
2023
Q4 		$7.37M Buy
73,000
+5,000
+7% +$433K 0.69% 41
2023
Q3 		$5.54M Buy
68,000
+26,500
+64% +$2.13M 0.59% 55
2023
Q2 		$3.53M Buy
+41,500
New +$3.09M 0.43% 96

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return