Axxcess Wealth Management’s Prologis PLD Stock Holding History

Axxcess Wealth Management’s Portfolio PLD Stock Details PLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	10,216 +849	+9%	+$120K	0.02%	455
2026 Q1	$1.24M	Sell	9,367 -95	-1%	-$12.7K	0.04%	222
2025 Q4	$1.21M	Buy	9,462 +7,257	+329%	+$905K	0.02%	475
2025 Q3	$253K	Buy	+2,205	New	+$242K	0.01%	814
2025 Q1	–	Sell	-2,246	Closed	-$237K	–	915
2024 Q4	$237K	Sell	2,246 -1,897	-46%	-$218K	0.01%	748
2024 Q3	$523K	Buy	4,143 +80	+2%	+$9.93K	0.01%	542
2024 Q2	$456K	Sell	4,063 -1,882	-32%	-$208K	0.01%	541
2024 Q1	$774K	Sell	5,945 -353	-6%	-$46.1K	0.02%	433
2023 Q4	$840K	Sell	6,298 -59	-0.9%	-$6.7K	0.02%	392
2023 Q3	$713K	Buy	6,357 +4,359	+218%	+$533K	0.02%	379
2023 Q2	$245K	Buy	1,998 +65	+3%	+$8K	0.02%	511
2023 Q1	$241K	Buy	+1,933	New	+$238K	0.02%	540
2022 Q2	–	Sell	-3,052	Closed	-$493K	–	627
2022 Q1	$493K	Buy	3,052 +380	+14%	+$58K	0.04%	365
2021 Q4	$450K	Buy	+2,672	New	+$399K	0.03%	383

Other funds holding PLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Axxcess Wealth Management increased its Prologis (PLD) stake by 9.1% in Q2 2026, buying an estimated $120K and bringing the position to 10,216 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #455.

Axxcess Wealth Management first reported a position in PLD in Q4 2021 and has held it in 14 quarters since. 1,740 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Axxcess Wealth Management held 10,216 shares of Prologis worth $1.38M as of Q2 2026.
Axxcess Wealth Management bought 849 Prologis shares in Q2 2026, an estimated $120K.
Prologis made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #455 holding.
Axxcess Wealth Management first reported a position in Prologis in Q4 2021 and has held it in 14 quarters since.
1,740 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

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