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Philip James Wealth Mangement’s Sphere Entertainment SPHR Stock Holding History

Philip James Wealth Mangement’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$873K Sell
7,435
-39
-0.5% -$4.08K 0.1% 87
2025
Q4 		$711K Buy
7,474
+384
+5% +$29.3K 0.08% 101
2025
Q3 		$440K Buy
+7,090
New +$335K 0.05% 121

Other funds holding SPHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Philip James Wealth Mangement's SPHR Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Sphere Entertainment (SPHR) stake by 0.52% in Q1 2026, selling an estimated $4.08K and leaving 7,435 shares worth $873K. The position accounts for 0.1% of the portfolio, ranked #87.

Philip James Wealth Mangement first reported a position in SPHR in Q3 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold SPHR as of Q1 2026.

  • Philip James Wealth Mangement held 7,435 shares of Sphere Entertainment worth $873K as of Q1 2026.
  • Philip James Wealth Mangement sold 39 Sphere Entertainment shares in Q1 2026, an estimated $4.08K.
  • Sphere Entertainment made up 0.1% of Philip James Wealth Mangement's portfolio in Q1 2026, its #87 holding.
  • Philip James Wealth Mangement first reported a position in Sphere Entertainment in Q3 2025 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.