Axxcess Wealth Management’s Callan JMB Inc CJMB Stock Holding History

Axxcess Wealth Management’s Portfolio CJMB Stock Details CJMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-25,000	Closed	-$20.1K	–	1259
2026 Q2	$20.1K	Buy	+25,000	New	+$23.8K	﹤0.01%	1049

Other funds holding CJMB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Axxcess Wealth Management's CJMB Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Callan JMB Inc (CJMB) in Q3 2026, closing a stake of 25,000 shares — an estimated $20.1K sold.

Axxcess Wealth Management first reported a position in CJMB in Q2 2026 and held it in 1 quarter. The position peaked at $20.1K in Q2 2026. 5 funds tracked by Wall St. Rank hold CJMB as of Q3 2026.

Axxcess Wealth Management reported no remaining Callan JMB Inc position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 25,000 Callan JMB Inc shares in Q3 2026, an estimated $20.1K.
Axxcess Wealth Management first reported a position in Callan JMB Inc in Q2 2026 and held it in 1 quarter.
Axxcess Wealth Management's Callan JMB Inc position peaked at $20.1K in Q2 2026.
5 funds tracked by Wall St. Rank held Callan JMB Inc as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.