BWAM
AXA

Boyd Watterson Asset Management’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Boyd Watterson Asset Management’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.5K Hold
740
– – 0.01% 210
2025
Q4 		$35.6K Hold
740
– – 0.01% 206
2025
Q3 		$35.3K Sell
740
-157
-18% -$7.5K 0.01% 204
2025
Q2 		$43.9K Hold
897
– – 0.01% 191
2025
Q1 		$38.2K Hold
897
– – 0.01% 199
2024
Q4 		$31.9K Hold
897
– – 0.01% 220
2024
Q3 		$34.6K Sell
897
-16
-2% -$617 0.01% 210
2024
Q2 		$29.9K Hold
913
– – 0.01% 224
2024
Q1 		$34.3K Hold
913
– – 0.01% 212
2023
Q4 		$29.7K Hold
913
– – 0.01% 224
2023
Q3 		$27.2K Hold
913
– – 0.01% 225
2023
Q2 		$26.9K Hold
913
– – 0.01% 232
2023
Q1 		$27.9K Hold
913
– – 0.01% 232
2022
Q4 		$25.4K Buy
+913
New +$25.4K 0.01% 237
2018
Q1 		– Sell
-9,110
Closed -$271K – 159
2017
Q4 		$271K Buy
9,110
+290
+3% +$8.63K 0.13% 132
2017
Q3 		$267K Sell
8,820
-331
-4% -$10K 0.13% 129
2017
Q2 		$250K Buy
9,151
+16
+0.2% +$437 0.13% 133
2017
Q1 		$237K Sell
9,135
-148
-2% -$3.84K 0.12% 133
2016
Q4 		$235K Sell
9,283
-4,768
-34% -$121K 0.12% 131
2016
Q3 		$299K Sell
14,051
-6,392
-31% -$136K 0.15% 138
2016
Q2 		$404K Sell
20,443
-136
-0.7% -$2.69K 0.19% 127
2016
Q1 		$485K Buy
20,579
+988
+5% +$23.3K 0.23% 110
2015
Q4 		$537K Sell
19,591
-774
-4% -$21.2K 0.26% 99
2015
Q3 		$492K Sell
20,365
-9
-0% -$217 0.21% 107
2015
Q2 		$514K Buy
20,374
+164
+0.8% +$4.14K 0.2% 115
2015
Q1 		$509K Buy
20,210
+129
+0.6% +$3.25K 0.2% 115
2014
Q4 		$467K Sell
20,081
-2,336
-10% -$54.3K 0.2% 115
2014
Q3 		$552K Buy
22,417
+1,868
+9% +$46K 0.24% 106
2014
Q2 		$491K Sell
20,549
-42
-0.2% -$1K 0.21% 123
2014
Q1 		$535K Buy
20,591
+1,230
+6% +$32K 0.25% 109
2013
Q4 		$539K Buy
19,361
+2,653
+16% +$73.9K 0.25% 108
2013
Q3 		$387K Buy
16,708
+3,762
+29% +$87.1K 0.18% 131
2013
Q2 		$254K Buy
+12,946
New +$254K 0.13% 145

Other funds holding AXA

FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Boyd Watterson Asset Management's AXA Position: Q1 2026 in Review

Boyd Watterson Asset Management held its AXA ADS (1 ORD SHS) (AXA) position steady in Q1 2026 at 740 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #210.

Boyd Watterson Asset Management first reported a position in AXA in Q2 2013 and has held it in 33 quarters since. The position peaked at $552K in Q3 2014. 20 funds tracked by Wall St. Rank hold AXA as of Q1 2026.

  • Boyd Watterson Asset Management held 740 shares of AXA ADS (1 ORD SHS) worth $33.5K as of Q1 2026.
  • Boyd Watterson Asset Management left its AXA ADS (1 ORD SHS) share count unchanged in Q1 2026.
  • AXA ADS (1 ORD SHS) made up 0.01% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #210 holding.
  • Boyd Watterson Asset Management first reported a position in AXA ADS (1 ORD SHS) in Q2 2013 and has held it in 33 quarters since.
  • Boyd Watterson Asset Management's AXA ADS (1 ORD SHS) position peaked at $552K in Q3 2014.
  • 20 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.