AWM
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Axxcess Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Axxcess Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$543K Buy
+70,201
New +$618K 0.01% 697
2026
Q1 		– Sell
-50,201
Closed -$665K – 1033
2025
Q4 		$665K Buy
50,201
+10,000
+25% +$136K 0.01% 615
2025
Q3 		$660K Buy
40,201
+5,100
+15% +$90.5K 0.01% 552
2025
Q2 		$633K Buy
35,101
+10,000
+40% +$218K 0.01% 533
2025
Q1 		$490K Buy
+25,101
New +$705K 0.01% 564

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Axxcess Wealth Management's DJT Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Trump Media & Technology Group (DJT) in Q2 2026: 70,201 shares worth $543K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DJT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DJT in Q1 2025 and has held it in 5 quarters since. The position peaked at $665K in Q4 2025. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Axxcess Wealth Management held 70,201 shares of Trump Media & Technology Group worth $543K as of Q2 2026.
  • Trump Media & Technology Group was a new Axxcess Wealth Management position in Q2 2026.
  • Trump Media & Technology Group made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #697 holding.
  • Axxcess Wealth Management first reported a position in Trump Media & Technology Group in Q1 2025 and has held it in 5 quarters since.
  • Axxcess Wealth Management's Trump Media & Technology Group position peaked at $665K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.