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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
Q2 		$1.97M Hold
23,169
– – 0.46% 45
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 $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AMJ Financial Wealth Management's NDAQ Position: Q2 2026 in Review

AMJ Financial Wealth Management held its Nasdaq (NDAQ) position steady in Q2 2026 at 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 14 quarters since. The position peaked at $12.3M in Q2 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • AMJ Financial Wealth Management held 23,169 shares of Nasdaq worth $1.97M as of Q2 2026.
  • AMJ Financial Wealth Management left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up 0.46% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #45 holding.
  • AMJ Financial Wealth Management first reported a position in Nasdaq in Q4 2019 and has held it in 14 quarters since.
  • AMJ Financial Wealth Management's Nasdaq position peaked at $12.3M in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.