AWM
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Axxcess Wealth Management’s Tapestry TPR Stock Holding History

Axxcess Wealth Management’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$835K Buy
5,917
+2,842
+92% +$403K 0.03% 253
2025
Q4 		$393K Sell
3,075
-10
-0.3% -$1.14K 0.01% 764
2025
Q3 		$349K Sell
3,085
-16
-0.5% -$1.67K 0.01% 709
2025
Q2 		$272K Sell
3,101
-745
-19% -$56.4K 0.01% 749
2025
Q1 		$271K Sell
3,846
-885
-19% -$67K 0.01% 715
2024
Q4 		$309K Sell
4,731
-369
-7% -$20.1K 0.01% 664
2024
Q3 		$240K Hold
5,100
– – 0.01% 772
2024
Q2 		$218K Sell
5,100
-400
-7% -$16.7K 0.01% 764
2024
Q1 		$261K Sell
5,500
-2,600
-32% -$112K 0.01% 709
2023
Q4 		$298K Buy
+8,100
New +$249K 0.01% 647

Other funds holding TPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return