13F Insight
DOSSIER · 13F-HR · Q1 2026

WealthTrust Axiom LLC

$406M in tracked AUM across 290 positions as of Q1 2026.

WA
CIK 0001425949 · last filed Mar 31, 2026
Total AUM
$406M
as of Q1 2026
Holdings
290
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

WealthTrust Axiom LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$20M78K4.9%02
KMI
KINDER MORGAN INC DEL
$16M484K4.0%03
MSFT
MICROSOFT CORP
$11M29K2.6%04
LYTS
LSI INDS INC OHIO
$11M576K2.6%05
IBM
INTERNATIONAL BUSINESS MACHS
$10M41K2.5%06
AEM
AGNICO EAGLE MINES LTD
$10M49K2.4%07
EPM
EVOLUTION PETE CORP
$10M2.1M2.4%08
TTI
TETRA TECHNOLOGIES INC DEL
$10M1.1M2.4%09
316188408
FIDELITY MERRIMACK STR TR
$9M177K2.2%10
GLW
CORNING INC
$9M63K2.1%

Filing history

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 positionsLocked2023Q2Jun 30
$301M▲ 2.8%
255 positionsLocked
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