Axim Planning & Wealth’s Cleveland-Cliffs CLF Stock Holding History

Axim Planning & Wealth’s Portfolio CLF Stock Details CLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$840K	Buy	99,376 +19,499	+24%	+$223K	1.02%	9
2025 Q4	$1.06M	Sell	79,877 -161,462	-67%	-$2.04M	1.12%	4
2025 Q3	$2.94M	Buy	241,339 +768	+0.3%	+$8.08K	2.32%	3
2025 Q2	$1.83M	Buy	240,571 +18,479	+8%	+$137K	1.67%	3
2025 Q1	$1.83M	Buy	222,092 +19,135	+9%	+$194K	1.62%	3
2024 Q4	$1.91M	Buy	+202,957	New	+$2.45M	2.03%	3
2022 Q4	–	Sell	-1,091	Closed	-$15K	–	47
2022 Q3	$15K	Sell	1,091 -5,300	-83%	-$88.2K	0.01%	93
2022 Q2	$98K	Buy	+6,391	New	+$153K	0.08%	25

Other funds holding CLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Axim Planning & Wealth's CLF Position: Q1 2026 in Review

Axim Planning & Wealth increased its Cleveland-Cliffs (CLF) stake by 24% in Q1 2026, buying an estimated $223K and bringing the position to 99,376 shares worth $840K. The position accounts for 1.02% of the portfolio, ranked #9.

Axim Planning & Wealth first reported a position in CLF in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.94M in Q3 2025. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

Axim Planning & Wealth held 99,376 shares of Cleveland-Cliffs worth $840K as of Q1 2026.
Axim Planning & Wealth bought 19,499 Cleveland-Cliffs shares in Q1 2026, an estimated $223K.
Cleveland-Cliffs made up 1.02% of Axim Planning & Wealth's portfolio in Q1 2026, its #9 holding.
Axim Planning & Wealth first reported a position in Cleveland-Cliffs in Q2 2022 and has held it in 8 quarters since.
Axim Planning & Wealth's Cleveland-Cliffs position peaked at $2.94M in Q3 2025.
566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.