WA
PIM

WealthTrust Axiom’s Franklin Master Intermediate Income Trust PIM Stock Holding History

WealthTrust Axiom’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$379K Buy
116,000
+8,000
+7% +$26.2K 0.09% 170
2025
Q4 		$361K Buy
108,000
+11,000
+11% +$36.7K 0.09% 176
2025
Q3 		$334K Buy
97,000
+46,000
+90% +$155K 0.09% 180
2025
Q2 		$171K Buy
51,000
+24,000
+89% +$79.3K 0.05% 239
2025
Q1 		$89.6K Buy
27,000
+13,411
+99% +$44.2K 0.03% 245
2024
Q4 		$44.3K Hold
13,589
– – 0.01% 250
2024
Q3 		$46.1K Hold
13,589
– – 0.01% 258
2024
Q2 		$43.8K Hold
13,589
– – 0.01% 249
2024
Q1 		$43.5K Sell
13,589
-1,499
-10% -$4.8K 0.01% 255
2023
Q4 		$48.1K Hold
15,088
– – 0.02% 246
2023
Q3 		$45.6K Sell
15,088
-2,000
-12% -$6.28K 0.02% 231
2023
Q2 		$54K Hold
17,088
– – 0.02% 243
2023
Q1 		$54.3K Hold
17,088
– – 0.02% 237
2022
Q4 		$54.7K Sell
17,088
-2,001
-10% -$6.58K 0.02% 231
2022
Q3 		$62K Sell
19,089
-1,500
-7% -$5.15K 0.02% 227
2022
Q2 		$70K Hold
20,589
– – 0.02% 230
2022
Q1 		$73K Hold
20,589
– – 0.02% 249
2021
Q4 		$81K Hold
20,589
– – 0.03% 243
2021
Q3 		$83K Hold
20,589
– – 0.03% 239
2021
Q2 		$86K Sell
20,589
-1,647
-7% -$6.97K 0.03% 250
2021
Q1 		$96K Buy
22,236
+3
+0% +$13 0.03% 234
2020
Q4 		$94K Buy
22,233
+13
+0.1% +$54 0.03% 221
2020
Q3 		$91K Buy
22,220
+12
+0.1% +$50 0.04% 190
2020
Q2 		$90K Buy
22,208
+8
+0% +$34 0.04% 189
2020
Q1 		$90K Hold
22,200
– – 0.04% 172
2019
Q4 		$105K Hold
22,200
– – 0.04% 209
2019
Q3 		$101K Hold
22,200
– – 0.04% 216
2019
Q2 		$101K Hold
22,200
– – 0.04% 216
2019
Q1 		$100K Hold
22,200
– – 0.04% 214
2018
Q4 		$94K Hold
22,200
– – 0.04% 196
2018
Q3 		$100K Hold
22,200
– – 0.03% 216
2018
Q2 		$103K Sell
22,200
-500
-2% -$2.36K 0.04% 214
2018
Q1 		$106K Hold
22,700
– – 0.04% 213
2017
Q4 		$108K Hold
22,700
– – 0.04% 211
2017
Q3 		$107K Hold
22,700
– – 0.04% 206
2017
Q2 		$106K Hold
22,700
– – 0.04% 211
2017
Q1 		$106K Hold
22,700
– – 0.04% 218
2016
Q4 		$104K Hold
22,700
– – 0.04% 214
2016
Q3 		$100K Hold
22,700
– – 0.04% 206
2016
Q2 		$98K Hold
22,700
– – 0.04% 211
2016
Q1 		$99K Buy
22,700
+1,700
+8% +$7.29K 0.04% 205
2015
Q4 		$95K Sell
21,000
-5,000
-19% -$22.8K 0.04% 207
2015
Q3 		$117K Hold
26,000
– – 0.05% 201
2015
Q2 		$122K Hold
26,000
– – 0.05% 207
2015
Q1 		$127K Hold
26,000
– – 0.05% 210
2014
Q4 		$125K Hold
26,000
– – 0.04% 211
2014
Q3 		$130K Hold
26,000
– – 0.05% 206
2014
Q2 		$133K Sell
26,000
-3,000
-10% -$15.4K 0.05% 203
2014
Q1 		$149K Hold
29,000
– – 0.05% 192
2013
Q4 		$146K Sell
29,000
-1,500
-5% -$7.47K 0.06% 178
2013
Q3 		$148K Hold
30,500
– – 0.06% 164
2013
Q2 		$151K Buy
+30,500
New +$156K 0.06% 167

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthTrust Axiom's PIM Position: Q1 2026 in Review

WealthTrust Axiom increased its Franklin Master Intermediate Income Trust (PIM) stake by 7.4% in Q1 2026, buying an estimated $26.2K and bringing the position to 116,000 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #170.

WealthTrust Axiom first reported a position in PIM in Q2 2013 and has held it in 52 quarters since. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • WealthTrust Axiom held 116,000 shares of Franklin Master Intermediate Income Trust worth $379K as of Q1 2026.
  • WealthTrust Axiom bought 8,000 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $26.2K.
  • Franklin Master Intermediate Income Trust made up 0.09% of WealthTrust Axiom's portfolio in Q1 2026, its #170 holding.
  • WealthTrust Axiom first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and has held it in 52 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.