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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Investment Management's QQQ Position: Q1 2026 in Review

Axiom Investment Management opened a new position in Invesco QQQ Trust (QQQ) in Q1 2026: 2,757 shares worth $1.59M. The stake represents 1.21% of the portfolio and ranks #21 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in QQQ as recently as Q2 2021.

Axiom Investment Management first reported a position in QQQ in Q4 2018 and has held it in 8 quarters since. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Axiom Investment Management held 2,757 shares of Invesco QQQ Trust worth $1.59M as of Q1 2026.
Invesco QQQ Trust was a new Axiom Investment Management position in Q1 2026.
Invesco QQQ Trust made up 1.21% of Axiom Investment Management's portfolio in Q1 2026, its #21 holding.
Axiom Investment Management first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 8 quarters since.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.