SWM
ALEX

Spire Wealth Management’s Alexander & Baldwin ALEX Stock Holding History

Spire Wealth Management’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-170
Closed -$3.09K – 2303
2025
Q3 		$3.09K Hold
170
– – ﹤0.01% 2065
2025
Q2 		$3.03K Hold
170
– – ﹤0.01% 2083
2025
Q1 		$2.93K Hold
170
– – ﹤0.01% 2193
2024
Q4 		$3.02K Hold
170
– – ﹤0.01% 2157
2024
Q3 		$3.26K Hold
170
– – ﹤0.01% 1908
2024
Q2 		$2.88K Sell
170
-50
-23% -$822 ﹤0.01% 1941
2024
Q1 		$3.62K Buy
+220
New +$3.78K ﹤0.01% 1994

Other funds holding ALEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Spire Wealth Management's ALEX Position: Q4 2025 in Review

Spire Wealth Management sold out of Alexander & Baldwin (ALEX) in Q4 2025, closing a stake of 170 shares — an estimated $3.09K sold.

Spire Wealth Management first reported a position in ALEX in Q1 2024 and held it in 7 quarters. The position peaked at $3.62K in Q1 2024. 268 funds tracked by Wall St. Rank hold ALEX as of Q4 2025.

  • Spire Wealth Management reported no remaining Alexander & Baldwin position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 170 Alexander & Baldwin shares in Q4 2025, an estimated $3.09K.
  • Spire Wealth Management first reported a position in Alexander & Baldwin in Q1 2024 and held it in 7 quarters.
  • Spire Wealth Management's Alexander & Baldwin position peaked at $3.62K in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.