AWM
FRMI

Axxcess Wealth Management’s Fermi Inc FRMI Stock Holding History

Axxcess Wealth Management’s Portfolio FRMI Stock Details FRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-75,500
Closed -$604K – 1061
2025
Q4 		$604K Buy
+75,500
New +$1.47M 0.01% 641

Other funds holding FRMI

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Goldman Sachs
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Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Fermi Inc (FRMI) in Q1 2026, closing a stake of 75,500 shares — an estimated $604K sold.

Axxcess Wealth Management first reported a position in FRMI in Q4 2025 and held it in 1 quarter. The position peaked at $604K in Q4 2025. 211 funds tracked by Wall St. Rank hold FRMI as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Fermi Inc position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 75,500 Fermi Inc shares in Q1 2026, an estimated $604K.
  • Axxcess Wealth Management first reported a position in Fermi Inc in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Fermi Inc position peaked at $604K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Fermi Inc as of Q1 2026.

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