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Axxcess Wealth Management’s Liberty Media Series C FWONK Stock Holding History

Axxcess Wealth Management’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,123
Closed -$308K – 623
2025
Q4 		$308K Sell
3,123
-2,164
-41% -$212K 0.01% 840
2025
Q3 		$552K Buy
5,287
+119
+2% +$12.1K 0.01% 592
2025
Q2 		$540K Buy
5,168
+1,941
+60% +$180K 0.01% 574
2025
Q1 		$290K Buy
+3,227
New +$299K 0.01% 691
2022
Q1 		– Sell
-6,246
Closed -$382K – 664
2021
Q4 		$382K Buy
+6,246
New +$351K 0.03% 421

Other funds holding FWONK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Liberty Media Series C (FWONK) in Q1 2026, closing a stake of 3,123 shares — an estimated $308K sold.

Axxcess Wealth Management first reported a position in FWONK in Q4 2021 and held it in 5 quarters. The position peaked at $552K in Q3 2025. 612 funds tracked by Wall St. Rank hold FWONK as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Liberty Media Series C position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,123 Liberty Media Series C shares in Q1 2026, an estimated $308K.
  • Axxcess Wealth Management first reported a position in Liberty Media Series C in Q4 2021 and held it in 5 quarters.
  • Axxcess Wealth Management's Liberty Media Series C position peaked at $552K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2026.

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