Axxcess Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,193	Closed	-$335K	–	488
2025 Q4	$335K	Sell	25,193 -228	-0.9%	-$2.88K	0.01%	818
2025 Q3	$310K	Hold	25,421	–	–	0.01%	746
2025 Q2	$193K	Hold	25,421	–	–	﹤0.01%	851
2025 Q1	$209K	Sell	25,421 -198	-0.8%	-$2.01K	0.01%	802
2024 Q4	$241K	Sell	25,619 -569	-2%	-$6.86K	0.01%	743
2024 Q3	$334K	Buy	26,188 +411	+2%	+$5.58K	0.01%	660
2024 Q2	$397K	Sell	25,777 -903	-3%	-$16.2K	0.01%	578
2024 Q1	$607K	Hold	26,680	–	–	0.02%	494
2023 Q4	$545K	Sell	26,680 -1,500	-5%	-$25.7K	0.02%	491
2023 Q3	$440K	Buy	+28,180	New	+$440K	0.02%	499
2022 Q2	–	Sell	-11,005	Closed	-$354K	–	562
2022 Q1	$354K	Buy	+11,005	New	+$251K	0.03%	436

Other funds holding CLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Axxcess Wealth Management's CLF Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Cleveland-Cliffs (CLF) in Q1 2026, closing a stake of 25,193 shares — an estimated $335K sold.

Axxcess Wealth Management first reported a position in CLF in Q1 2022 and held it in 11 quarters. The position peaked at $607K in Q1 2024. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

Axxcess Wealth Management reported no remaining Cleveland-Cliffs position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 25,193 Cleveland-Cliffs shares in Q1 2026, an estimated $335K.
Axxcess Wealth Management first reported a position in Cleveland-Cliffs in Q1 2022 and held it in 11 quarters.
Axxcess Wealth Management's Cleveland-Cliffs position peaked at $607K in Q1 2024.
566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.