AWM
DTM icon

Axxcess Wealth Management’s DT Midstream DTM Stock Holding History

Axxcess Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$557K Buy
+3,798
New +$537K 0.01% 687
2026
Q1 		– Sell
-2,547
Closed -$305K – 556
2025
Q4 		$305K Hold
2,547
– – 0.01% 844
2025
Q3 		$288K Hold
2,547
– – 0.01% 770
2025
Q2 		$280K Buy
2,547
+34
+1% +$3.44K 0.01% 739
2025
Q1 		$242K Sell
2,513
-5,174
-67% -$518K 0.01% 757
2024
Q4 		$764K Buy
+7,687
New +$732K 0.02% 460

Other funds holding DTM

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in DT Midstream (DTM) in Q2 2026: 3,798 shares worth $557K. The stake represents 0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DTM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $764K in Q4 2024. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Axxcess Wealth Management held 3,798 shares of DT Midstream worth $557K as of Q2 2026.
  • DT Midstream was a new Axxcess Wealth Management position in Q2 2026.
  • DT Midstream made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #687 holding.
  • Axxcess Wealth Management first reported a position in DT Midstream in Q4 2024 and has held it in 6 quarters since.
  • Axxcess Wealth Management's DT Midstream position peaked at $764K in Q4 2024.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

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