Axxcess Wealth Management
WAB icon

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
Q3 		$1.82M Buy
6,346
+433
+7% +$123K 0.07% 261
2026
Q2 		$1.59M Buy
+5,913
New +$1.56M 0.03% 430
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 $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Axxcess Wealth Management's WAB Position: Q3 2026 in Review

Axxcess Wealth Management increased its Wabtec (WAB) stake by 7.3% in Q3 2026, buying an estimated $123K and bringing the position to 6,346 shares worth $1.82M. The position accounts for 0.07% of the portfolio, ranked #261.

Axxcess Wealth Management first reported a position in WAB in Q4 2023 and has held it in 11 quarters since. 963 funds tracked by Wall St. Rank hold WAB as of Q3 2026.

  • Axxcess Wealth Management held 6,346 shares of Wabtec worth $1.82M as of Q3 2026.
  • Axxcess Wealth Management bought 433 Wabtec shares in Q3 2026, an estimated $123K.
  • Wabtec made up 0.07% of Axxcess Wealth Management's portfolio in Q3 2026, its #261 holding.
  • Axxcess Wealth Management first reported a position in Wabtec in Q4 2023 and has held it in 11 quarters since.
  • 963 funds tracked by Wall St. Rank held Wabtec as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.