BAM Wealth Management
EXEL icon

BAM Wealth Management’s Exelixis EXEL Stock Holding History

BAM Wealth Management’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$514K Buy
8,808
+551
+7% +$30.7K 0.28% 92
2026
Q2 		$449K Buy
8,257
+664
+9% +$32.3K 0.28% 100
2026
Q1 		$326K Sell
7,593
-1,355
-15% -$58.3K 0.24% 93
2025
Q4 		$392K Buy
8,948
+1,149
+15% +$47.5K 0.28% 86
2025
Q3 		$322K Buy
+7,799
New +$313K 0.25% 92

Other funds holding EXEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

BAM Wealth Management's EXEL Position: Q3 2026 in Review

BAM Wealth Management increased its Exelixis (EXEL) stake by 6.7% in Q3 2026, buying an estimated $30.7K and bringing the position to 8,808 shares worth $514K. The position accounts for 0.28% of the portfolio, ranked #92.

BAM Wealth Management first reported a position in EXEL in Q3 2025 and has held it in 5 quarters since. 417 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • BAM Wealth Management held 8,808 shares of Exelixis worth $514K as of Q3 2026.
  • BAM Wealth Management bought 551 Exelixis shares in Q3 2026, an estimated $30.7K.
  • Exelixis made up 0.28% of BAM Wealth Management's portfolio in Q3 2026, its #92 holding.
  • BAM Wealth Management first reported a position in Exelixis in Q3 2025 and has held it in 5 quarters since.
  • 417 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.