Axiom Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Axiom Investment Management’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.08M	Buy	2,830 +73	+3%	+$50.2K	1.39%	16
2026 Q1	$1.59M	Buy	+2,757	New	+$1.67M	1.21%	21
2021 Q3	–	Sell	-3,604	Closed	-$1.28M	–	159
2021 Q2	$1.28M	Buy	3,604 +4	+0.1%	+$1.34K	0.99%	22
2021 Q1	$1.15M	Buy	+3,600	New	+$1.15M	0.94%	29
2020 Q3	–	Sell	-1,000	Closed	-$250K	–	139
2020 Q2	$250K	Buy	+1,000	New	+$224K	0.33%	83
2020 Q1	–	Sell	-2,000	Closed	-$422K	–	143
2019 Q4	$422K	Buy	+2,000	New	+$400K	0.61%	52
2019 Q3	–	Sell	-3,088	Closed	-$578K	–	372
2019 Q2	$578K	Sell	3,088 -185	-6%	-$34K	0.1%	199
2019 Q1	$589K	Sell	3,273 -2,050	-39%	-$348K	0.11%	190
2018 Q4	$821K	Buy	+5,323	New	+$890K	0.17%	134

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Axiom Investment Management's QQQ Position: Q2 2026 in Review

Axiom Investment Management increased its Invesco QQQ Trust (QQQ) stake by 2.6% in Q2 2026, buying an estimated $50.2K and bringing the position to 2,830 shares worth $2.08M. The position accounts for 1.39% of the portfolio, ranked #16.

Axiom Investment Management first reported a position in QQQ in Q4 2018 and has held it in 9 quarters since. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Axiom Investment Management held 2,830 shares of Invesco QQQ Trust worth $2.08M as of Q2 2026.
Axiom Investment Management bought 73 Invesco QQQ Trust shares in Q2 2026, an estimated $50.2K.
Invesco QQQ Trust made up 1.39% of Axiom Investment Management's portfolio in Q2 2026, its #16 holding.
Axiom Investment Management first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 9 quarters since.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.