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Axim Planning & Wealth’s Intuitive Machines LUNR Stock Holding History

Axim Planning & Wealth’s Portfolio LUNR Stock Details LUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Sell
10,978
-2,610
-19% -$48.1K 0.25% 76
2025
Q4 		$221K Buy
13,588
+2,823
+26% +$32.7K 0.23% 68
2025
Q3 		$113K Buy
+10,765
New +$109K 0.09% 81

Other funds holding LUNR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Axim Planning & Wealth reduced its Intuitive Machines (LUNR) stake by 19% in Q1 2026, selling an estimated $48.1K and leaving 10,978 shares worth $204K. The position accounts for 0.25% of the portfolio, ranked #76.

Axim Planning & Wealth first reported a position in LUNR in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 281 funds tracked by Wall St. Rank hold LUNR as of Q1 2026.

  • Axim Planning & Wealth held 10,978 shares of Intuitive Machines worth $204K as of Q1 2026.
  • Axim Planning & Wealth sold 2,610 Intuitive Machines shares in Q1 2026, an estimated $48.1K.
  • Intuitive Machines made up 0.25% of Axim Planning & Wealth's portfolio in Q1 2026, its #76 holding.
  • Axim Planning & Wealth first reported a position in Intuitive Machines in Q3 2025 and has held it in 3 quarters since.
  • Axim Planning & Wealth's Intuitive Machines position peaked at $221K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Intuitive Machines as of Q1 2026.

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