IWM
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IMG Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

IMG Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.6K Buy
1,570
+162
+12% +$1.86K 0.01% 260
2025
Q4 		$18.6K Buy
1,408
+1,395
+10,731% +$19K 0.01% 247
2025
Q3 		$213 Hold
13
– – ﹤0.01% 548
2025
Q2 		$235 Buy
+13
New +$283 ﹤0.01% 479

Other funds holding DJT

BlackRock
BlackRock New York $5.72T 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
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

IMG Wealth Management's DJT Position: Q1 2026 in Review

IMG Wealth Management increased its Trump Media & Technology Group (DJT) stake by 12% in Q1 2026, buying an estimated $1.86K and bringing the position to 1,570 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #260.

IMG Wealth Management first reported a position in DJT in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.6K in Q4 2025. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • IMG Wealth Management held 1,570 shares of Trump Media & Technology Group worth $14.6K as of Q1 2026.
  • IMG Wealth Management bought 162 Trump Media & Technology Group shares in Q1 2026, an estimated $1.86K.
  • Trump Media & Technology Group made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #260 holding.
  • IMG Wealth Management first reported a position in Trump Media & Technology Group in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Trump Media & Technology Group position peaked at $18.6K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.