AWM
MP icon

Axxcess Wealth Management’s MP Materials MP Stock Holding History

Axxcess Wealth Management’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$904K Buy
+16,136
New +$982K 0.01% 554
2026
Q1 		– Sell
-12,566
Closed -$635K – 763
2025
Q4 		$635K Sell
12,566
-2,838
-18% -$180K 0.01% 629
2025
Q3 		$1.03M Buy
+15,404
New +$969K 0.02% 436

Other funds holding MP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in MP Materials (MP) in Q2 2026: 16,136 shares worth $904K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MP in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q3 2025. 392 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Axxcess Wealth Management held 16,136 shares of MP Materials worth $904K as of Q2 2026.
  • MP Materials was a new Axxcess Wealth Management position in Q2 2026.
  • MP Materials made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #554 holding.
  • Axxcess Wealth Management first reported a position in MP Materials in Q3 2025 and has held it in 3 quarters since.
  • Axxcess Wealth Management's MP Materials position peaked at $1.03M in Q3 2025.
  • 392 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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