AFWM
NDAQ icon

AMJ Financial Wealth Management’s Nasdaq NDAQ Stock Holding History

AMJ Financial Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Sell
23,169
-47,937
-67% -$4.3M 0.46% 45
2025
Q4 		$6.91M Sell
71,106
-62,989
-47% -$5.66M 1.63% 29
2025
Q3 		$11.9M Sell
134,095
-3,710
-3% -$344K 2.83% 10
2025
Q2 		$12.3M Sell
137,805
-1,788
-1% -$143K 3.07% 5
2025
Q1 		$10.6M Buy
139,593
+6,787
+5% +$534K 3.13% 8
2024
Q4 		$10.3M Buy
132,806
+37,985
+40% +$2.94M 2.84% 11
2024
Q3 		$6.92M Buy
+94,821
New +$6.47M 1.98% 26
2022
Q2 		– Sell
-89,691
Closed -$5.33M – 75
2022
Q1 		$5.33M Sell
89,691
-27,999
-24% -$1.66M 2.14% 24
2021
Q4 		$8.24M Buy
117,690
+6,291
+6% +$429K 2.97% 9
2021
Q3 		$7.17M Buy
111,399
+7,515
+7% +$473K 2.94% 8
2021
Q2 		$6.09M Buy
103,884
+3,627
+4% +$200K 2.65% 8
2021
Q1 		$4.93M Buy
+100,257
New +$4.76M 2.38% 18
2020
Q1 		– Sell
-38,787
Closed -$1.39M – 53
2019
Q4 		$1.39M Buy
+38,787
New +$1.32M 0.97% 35

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AMJ Financial Wealth Management's NDAQ Position: Q1 2026 in Review

AMJ Financial Wealth Management reduced its Nasdaq (NDAQ) stake by 67% in Q1 2026, selling an estimated $4.3M and leaving 23,169 shares worth $1.97M. The position accounts for 0.46% of the portfolio, ranked #45.

AMJ Financial Wealth Management first reported a position in NDAQ in Q4 2019 and has held it in 13 quarters since. The position peaked at $12.3M in Q2 2025. 1,088 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • AMJ Financial Wealth Management held 23,169 shares of Nasdaq worth $1.97M as of Q1 2026.
  • AMJ Financial Wealth Management sold 47,937 Nasdaq shares in Q1 2026, an estimated $4.3M.
  • Nasdaq made up 0.46% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #45 holding.
  • AMJ Financial Wealth Management first reported a position in Nasdaq in Q4 2019 and has held it in 13 quarters since.
  • AMJ Financial Wealth Management's Nasdaq position peaked at $12.3M in Q2 2025.
  • 1,088 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.