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Axim Planning & Wealth’s Starbucks SBUX Stock Holding History

Axim Planning & Wealth’s Portfolio SBUX Stock Details SBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,303
Closed -$210K – 57
2024
Q4 		$210K Sell
2,303
-1,033
-31% -$99.9K 0.22% 36
2024
Q3 		$325K Sell
3,336
-174
-5% -$14.9K 0.37% 17
2024
Q2 		$273K Buy
3,510
+482
+16% +$39.3K 0.33% 17
2024
Q1 		$277K Hold
3,028
– – 0.22% 17
2023
Q4 		$291K Sell
3,028
-310
-9% -$30.2K 0.27% 16
2023
Q3 		$305K Buy
3,338
+483
+17% +$47.4K 0.27% 16
2023
Q2 		$283K Hold
2,855
– – 0.25% 19
2023
Q1 		$297K Hold
2,855
– – 0.29% 17
2022
Q4 		$283K Sell
2,855
-100
-3% -$9.44K 0.29% 20
2022
Q3 		$249K Sell
2,955
-300
-9% -$25.5K 0.25% 16
2022
Q2 		$249K Buy
+3,255
New +$250K 0.19% 13

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Axim Planning & Wealth's SBUX Position: Q1 2025 in Review

Axim Planning & Wealth sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 2,303 shares — an estimated $210K sold.

Axim Planning & Wealth first reported a position in SBUX in Q2 2022 and held it in 11 quarters. The position peaked at $325K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Axim Planning & Wealth reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 2,303 Starbucks shares in Q1 2025, an estimated $210K.
  • Axim Planning & Wealth first reported a position in Starbucks in Q2 2022 and held it in 11 quarters.
  • Axim Planning & Wealth's Starbucks position peaked at $325K in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Axim Planning & Wealth's 13F filing for Q1 2025, filed 13 May 2025.