Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WealthTrust Axiom LLC (CIK 1425949) reported $406.4M across 289 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($19.8M, 4.88%), KMI ($16.2M, 3.99%), MSFT ($10.7M, 2.64%), LYTS ($10.7M, 2.64%), IBM ($10.1M, 2.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $19.8M | 4.88% | 78,201 | Trimmed |
| 2 | KMI | KINDER MORGAN INC DEL | $16.2M | 3.99% | 484,042 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $10.7M | 2.64% | 29,036 | Trimmed |
| 4 | LYTS | LSI INDS INC OHIO | $10.7M | 2.64% | 576,334 | Added |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | $10.1M | 2.47% | 41,476 | Trimmed |
| 6 | AEM | AGNICO EAGLE MINES LTD | $9.9M | 2.43% | 48,661 | Trimmed |
| 7 | EPM | EVOLUTION PETE CORP | $9.8M | 2.41% | 2.1M | Added |
| 8 | TTI | TETRA TECHNOLOGIES INC DEL | $9.7M | 2.38% | 1.1M | Trimmed |
| 9 | FLDR | FIDELITY MERRIMACK STR TR | $8.8M | 2.17% | 176,586 | Added |
| 10 | GLW | CORNING INC | $8.6M | 2.11% | 62,926 | Trimmed |
| 11 | LLY | ELI LILLY & CO | $8.1M | 1.99% | 8,785 | Trimmed |
| 12 | SLB | SLB LIMITED | $7.9M | 1.96% | 154,652 | Added |
| 13 | BMY | BRISTOL-MYERS SQUIBB CO | $7.4M | 1.81% | 121,471 | Added |
| 14 | PFE | PFIZER INC | $7.2M | 1.78% | 258,107 | Added |
| 15 | CSCO | CISCO SYS INC | $6.7M | 1.66% | 86,887 | Trimmed |
| 16 | NTR | NUTRIEN LTD | $6.7M | 1.65% | 88,656 | Trimmed |
| 17 | PFFD | GLOBAL X FDS | $6.1M | 1.49% | 329,514 | Added |
| 18 | GILD | GILEAD SCIENCES INC | $5.9M | 1.45% | 42,372 | Trimmed |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $5.6M | 1.39% | 112,215 | Trimmed |
| 20 | HWM | HOWMET AEROSPACE INC | $5.4M | 1.34% | 23,610 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $5.1M | 1.26% | 20,869 | Trimmed |
| 22 | NVS | NOVARTIS AG | $5.0M | 1.23% | 32,741 | Trimmed |
| 23 | MRK | MERCK & CO INC | $4.9M | 1.20% | 40,712 | Added |
| 24 | ISSC | INNOVATIVE SOLUTIONS & SUPPO | $4.2M | 1.04% | 206,332 | Trimmed |
| 25 | CEG | CONSTELLATION ENERGY CORP | $4.2M | 1.04% | 15,069 | Added |
Source: SEC Form 13F filings · as of 2026-03-31