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Madison Square shares owned by Philip James Wealth Mangement

Quarter-by-quarter ownership of Madison Square (SPHR) shares owned by Philip James Wealth Mangement from 13F filings

Historical chart of Philip James Wealth Mangement investment in Madison Square

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All positions including Madison Square held by Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Madison Square by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2025-12-31 $711k 7.5k 95.08
2025-09-30 $440k 7.1k 62.12

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Qualcomm (QCOM)
Intel Corporation (INTC)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Chubb (CB)
Merck & Co (MRK)
Johnson & Johnson (JNJ)
Occidental Petroleum Corporation (OXY)
Vanguard Index Fds Total Stk Mkt (VTI)
Rocket Cos Com Cl A (RKT)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Altria (MO)

View all positions for Philip James Wealth Mangement

Top funds holding Madison Square

Ariel Investments
Vanguard Group
Jericho Capital Asset Management
BlackRock
Steadfast Capital Management
Dimensional Fund Advisors
Citadel Advisors
GAMCO Asset Management
Balyasny Asset Management
Susquehanna International
Jane Street
Geode Capital Management
State Street Corporation
J. Goldman & Co
Gabelli Funds

View all funds holding Madison Square