AWM
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Axxcess Wealth Management’s Ingersoll Rand IR Stock Holding History

Axxcess Wealth Management’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,480
Closed -$434K – 693
2025
Q4 		$434K Buy
5,480
+472
+9% +$37.3K 0.01% 735
2025
Q3 		$414K Buy
5,008
+695
+16% +$57K 0.01% 672
2025
Q2 		$359K Buy
4,313
+889
+26% +$70.1K 0.01% 674
2025
Q1 		$274K Buy
+3,424
New +$298K 0.01% 713

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 5,480 shares — an estimated $434K sold.

Axxcess Wealth Management first reported a position in IR in Q1 2025 and held it in 4 quarters. The position peaked at $434K in Q4 2025. 898 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,480 Ingersoll Rand shares in Q1 2026, an estimated $434K.
  • Axxcess Wealth Management first reported a position in Ingersoll Rand in Q1 2025 and held it in 4 quarters.
  • Axxcess Wealth Management's Ingersoll Rand position peaked at $434K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

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