13F Insight
DOSSIER · 13F-HR · Q2 2026

WealthTrust Axiom LLC

$448M in tracked AUM across 302 positions as of Q2 2026.

WA
CIK 0001425949 · last filed Jun 30, 2026
Total AUM
$448M
as of Q2 2026
Holdings
302
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WealthTrust Axiom LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$23M78K5.0%02
KMI
KINDER MORGAN INC DEL
$15M482K3.4%03
LYTS
LSI INDS INC OHIO
$15M569K3.4%04
TTI
TETRA TECHNOLOGIES INC DEL
$13M1.1M2.9%05
GLW
CORNING INC
$12M47K2.7%06
IBM
INTERNATIONAL BUSINESS MACHS
$12M41K2.6%07
MSFT
MICROSOFT CORP
$11M29K2.4%08
LLY
ELI LILLY & CO
$10M9K2.3%09
CSCO
CISCO SYS INC
$10M85K2.2%10
316188408
FIDELITY MERRIMACK STR TR
$9M185K2.1%

Filing history

2026Q2Jun 30
$448M▲ 10.1%
302 positionsView →2026Q1Mar 31
$406M▲ 4.6%
290 positionsView →2025Q4Dec 31
$389M▲ 4.1%
272 positionsView →2025Q3Sep 30
$373M▲ 9.8%
270 positionsView →2025Q2Jun 30
$340M▲ 3.6%
262 positionsLocked2025Q1Mar 31
$328M▼ 2.1%
255 positionsLocked2024Q4Dec 31
$336M▼ 0.6%
255 positionsLocked2024Q3Sep 30
$337M▲ 11.9%
264 positionsLocked2024Q2Jun 30
$302M▼ 2.8%
256 positionsLocked2024Q1Mar 31
$310M▲ 3.8%
262 positionsLocked2023Q4Dec 31
$299M▲ 7.6%
252 positionsLocked2023Q3Sep 30
$278M▼ 7.8%
240 positionsLocked
Showing 12 of 72