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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
Q2 		– Sell
-10,978
Closed -$204K – 98
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

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Axim Planning & Wealth's LUNR Position: Q2 2026 in Review

Axim Planning & Wealth sold out of Intuitive Machines (LUNR) in Q2 2026, closing a stake of 10,978 shares — an estimated $204K sold.

Axim Planning & Wealth first reported a position in LUNR in Q3 2025 and held it in 3 quarters. The position peaked at $221K in Q4 2025. 328 funds tracked by Wall St. Rank hold LUNR as of Q2 2026.

  • Axim Planning & Wealth reported no remaining Intuitive Machines position as of Q2 2026 after selling out during the quarter.
  • Axim Planning & Wealth sold 10,978 Intuitive Machines shares in Q2 2026, an estimated $204K.
  • Axim Planning & Wealth first reported a position in Intuitive Machines in Q3 2025 and held it in 3 quarters.
  • Axim Planning & Wealth's Intuitive Machines position peaked at $221K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Intuitive Machines as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.