WealthTrust Axiom’s Annaly Capital Management NLY Stock Holding History

WealthTrust Axiom’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$737K	Sell	32,960 -800	-2%	-$17.7K	0.16%	121
2026 Q1	$714K	Sell	33,760 -1,213	-3%	-$27.6K	0.18%	113
2025 Q4	$782K	Sell	34,973 -588	-2%	-$12.8K	0.2%	101
2025 Q3	$719K	Buy	35,561 +3,296	+10%	+$68.4K	0.19%	111
2025 Q2	$607K	Buy	32,265 +5,262	+19%	+$100K	0.18%	117
2025 Q1	$548K	Sell	27,003 -16,790	-38%	-$346K	0.17%	120
2024 Q4	$801K	Sell	43,793 -1,200	-3%	-$23.4K	0.24%	92
2024 Q3	$903K	Buy	44,993 +4,952	+12%	+$99.2K	0.27%	86
2024 Q2	$763K	Buy	40,041 +12	+0%	+$233	0.25%	88
2024 Q1	$788K	Buy	40,029 +5,137	+15%	+$99.1K	0.25%	89
2023 Q4	$676K	Buy	34,892 +131	+0.4%	+$2.34K	0.23%	96
2023 Q3	$654K	Sell	34,761 -315	-0.9%	-$6.26K	0.24%	91
2023 Q2	$702K	Sell	35,076 -182	-0.5%	-$3.54K	0.23%	93
2023 Q1	$674K	Buy	35,258 +1,768	+5%	+$37.3K	0.23%	98
2022 Q4	$706K	Sell	33,490 -2,154	-6%	-$42.4K	0.25%	88
2022 Q3	$611K	Buy	35,644 +510	+1%	+$12.9K	0.23%	92
2022 Q2	$830K	Sell	35,134 -10,235	-23%	-$265K	0.3%	76
2022 Q1	$1.28M	Buy	45,369 +511	+1%	+$15.2K	0.4%	61
2021 Q4	$1.4M	Buy	44,858 +988	+2%	+$33.2K	0.45%	55
2021 Q3	$1.48M	Buy	43,870 +1,856	+4%	+$63.9K	0.5%	49
2021 Q2	$1.49M	Buy	42,014 +514	+1%	+$18.7K	0.48%	52
2021 Q1	$1.43M	Sell	41,500 -1,331	-3%	-$45.1K	0.48%	54
2020 Q4	$1.45M	Buy	42,831 +1,162	+3%	+$36K	0.53%	48
2020 Q3	$1.19M	Buy	41,669 +1,158	+3%	+$33.5K	0.51%	48
2020 Q2	$1.06M	Buy	40,511 +1,391	+4%	+$34.4K	0.47%	53
2020 Q1	$793K	Buy	39,120 +602	+2%	+$21.2K	0.39%	62
2019 Q4	$1.45M	Sell	38,518 -115	-0.3%	-$4.19K	0.49%	54
2019 Q3	$1.36M	Sell	38,633 -491	-1%	-$17.7K	0.48%	56
2019 Q2	$1.43M	Buy	39,124 +3,818	+11%	+$145K	0.5%	57
2019 Q1	$1.41M	Sell	35,306 -36	-0.1%	-$1.47K	0.5%	55
2018 Q4	$1.39M	Buy	35,342 +753	+2%	+$30.1K	0.57%	50
2018 Q3	$1.42M	Buy	34,589 +3,766	+12%	+$158K	0.48%	57
2018 Q2	$1.27M	Buy	30,823 +3,152	+11%	+$131K	0.45%	58
2018 Q1	$1.15M	Buy	27,671 +2,859	+12%	+$122K	0.42%	63
2017 Q4	$1.18M	Buy	24,812 +1,682	+7%	+$79.8K	0.44%	66
2017 Q3	$1.13M	Sell	23,130 -367	-2%	-$18K	0.43%	63
2017 Q2	$1.13M	Sell	23,497 -812	-3%	-$38.3K	0.42%	66
2017 Q1	$1.08M	Buy	24,309 +389	+2%	+$16.6K	0.4%	70
2016 Q4	$953K	Sell	23,920 -988	-4%	-$40.2K	0.35%	74
2016 Q3	$1.05M	Buy	24,908 +438	+2%	+$19K	0.39%	75
2016 Q2	$1.08M	Buy	24,470 +867	+4%	+$36.9K	0.42%	63
2016 Q1	$968K	Sell	23,603 -467	-2%	-$18.3K	0.38%	68
2015 Q4	$903K	Sell	24,070 -556	-2%	-$21.7K	0.36%	73
2015 Q3	$972K	Buy	24,626 +1,879	+8%	+$75.1K	0.4%	69
2015 Q2	$836K	Buy	22,747 +925	+4%	+$37.4K	0.31%	75
2015 Q1	$907K	Sell	21,822 -347	-2%	-$14.8K	0.32%	72
2014 Q4	$958K	Sell	22,169 -1,371	-6%	-$62K	0.34%	69
2014 Q3	$1M	Sell	23,540 -355	-1%	-$16.2K	0.36%	71
2014 Q2	$1.09M	Sell	23,895 -68	-0.3%	-$3.13K	0.37%	65
2014 Q1	$1.05M	Buy	23,963 +2,888	+14%	+$125K	0.38%	62
2013 Q4	$840K	Buy	21,075 +1,005	+5%	+$43.6K	0.32%	67
2013 Q3	$929K	Buy	20,070 +7,078	+54%	+$333K	0.38%	62
2013 Q2	$653K	Buy	+12,992	New	+$759K	0.28%	74

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthTrust Axiom's NLY Position: Q2 2026 in Review

WealthTrust Axiom reduced its Annaly Capital Management (NLY) stake by 2.4% in Q2 2026, selling an estimated $17.7K and leaving 32,960 shares worth $737K. The position accounts for 0.16% of the portfolio, ranked #121.

WealthTrust Axiom first reported a position in NLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.49M in Q2 2021. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

WealthTrust Axiom held 32,960 shares of Annaly Capital Management worth $737K as of Q2 2026.
WealthTrust Axiom sold 800 Annaly Capital Management shares in Q2 2026, an estimated $17.7K.
Annaly Capital Management made up 0.16% of WealthTrust Axiom's portfolio in Q2 2026, its #121 holding.
WealthTrust Axiom first reported a position in Annaly Capital Management in Q2 2013 and has held it in 53 quarters since.
WealthTrust Axiom's Annaly Capital Management position peaked at $1.49M in Q2 2021.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.