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Axxcess Wealth Management’s Wabtec WAB Stock Holding History

Axxcess Wealth Management’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,168
Closed -$1.32M – 1000
2025
Q4 		$1.32M Sell
6,168
-10
-0.2% -$2.05K 0.02% 461
2025
Q3 		$1.24M Buy
6,178
+125
+2% +$24.7K 0.03% 406
2025
Q2 		$1.27M Sell
6,053
-160
-3% -$30.8K 0.03% 374
2025
Q1 		$1.13M Sell
6,213
-103
-2% -$19.8K 0.03% 363
2024
Q4 		$1.2M Sell
6,316
-1
-0% -$194 0.03% 373
2024
Q3 		$1.15M Buy
6,317
+3
+0% +$492 0.03% 368
2024
Q2 		$998K Buy
6,314
+33
+0.5% +$5.27K 0.03% 378
2024
Q1 		$915K Buy
6,281
+4
+0.1% +$542 0.03% 394
2023
Q4 		$797K Buy
+6,277
New +$708K 0.02% 404

Other funds holding WAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Wabtec (WAB) in Q1 2026, closing a stake of 6,168 shares — an estimated $1.32M sold.

Axxcess Wealth Management first reported a position in WAB in Q4 2023 and held it in 9 quarters. The position peaked at $1.32M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Wabtec position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,168 Wabtec shares in Q1 2026, an estimated $1.32M.
  • Axxcess Wealth Management first reported a position in Wabtec in Q4 2023 and held it in 9 quarters.
  • Axxcess Wealth Management's Wabtec position peaked at $1.32M in Q4 2025.
  • 1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

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