StockDriftsStockDriftsTop 50 Wealthtrust Axiom LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.03% | 77.9K | $22.5M | -0.41%(-321) | $65.12(+370.93%) | 2026-06-30 | |
| KMI | KINDER MORGAN INC DEL | 3.44% | 481.7K | $15.4M | -0.49%(-2.38K) | $18.40(+71.46%) | 2026-06-30 | |
| LYTS | LSI INDS INC OHIO | 3.38% | 569.3K | $15.1M | -1.21%(-6.99K) | $7.58(+233.16%) | 2026-06-30 | |
| TTI | TETRA TECHNOLOGIES INC DEL | 2.87% | 1.13M | $12.8M | -0.39%(-4.44K) | $3.54(+150.15%) | 2026-06-30 | |
| GLW | CORNING INC | 2.7% | 47.3K | $12.1M | -24.79%(-15.60K) | $15.09(+956.60%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.58% | 41.1K | $11.6M | -0.88%(-366) | $117.81(+100.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.39% | 28.6K | $10.7M | -1.37%(-399) | $67.65(+643.17%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.34% | 8.7K | $10.5M | -0.46%(-40) | $80.76(+1421.69%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.24% | 85.5K | $10.0M | -1.60%(-1.39K) | $24.25(+399.22%) | 2026-06-30 | |
| FLDR | FIDELITY MERRIMACK STR TR | 2.07% | 185.3K | $9.3M | +4.91%(+8.67K) | $50.12(-0.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.85% | +63.69% | +13.45% | +87.98% |
| Top 20 Holdings Unweighted | +20.37% | +74.41% | +14.88% | +100.07% |
Wealthtrust Axiom LLC reports $447.62M in US-listed equity holdings across 302 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.0%), KMI (3.4%) and LYTS (3.4%). The top 20 holdings account for 43.57% of reported assets. Its disclosed equity book has returned +63.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthtrust Axiom LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1425949). View Wealthtrust Axiom LLC’s 13F filings on SEC