Axim Planning & Wealth CLS β€” CELESTICA INC

Ownership history in Axim Planning & Wealth  Β·  3 quarters on record

AI Ownership Summary

Axim Planning & Wealth reported CELESTICA INC (CLS) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.36% in 2025 Q2. The latest visible filing shows CLS at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Axim Planning & Wealth's position in CELESTICA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CLS was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Axim Planning & Wealth held CLS β€” position size vs. price
% of Fund (quarterly)    CLS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 1,024 -49 -4.6% 0.32% $303K 2026-02-14 (Est.) $280.66
2025 Q3 REDUCED 57.3% +23.1% ❌ 1,073 -1,439 -57.3% 0.21% $264K 2025-11-05 $352.61
2025 Q2 INITIATED β€” β€” β€” 2,512 β€” β€” 0.36% $392K 2025-08-06 $198.63

FAQ About Axim Planning & Wealth and CLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Axim Planning & Wealth reported owning CLS?

Axim Planning & Wealth reported CLS across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported CLS position in Axim Planning & Wealth's portfolio?

The largest reported portfolio weight for CLS was 0.36% in 2025 Q2.

What is the latest reported CLS position on this page?

The most recent filing on this page is 2025 Q4, when Axim Planning & Wealth reported 1,024 shares, equal to 0.32% of portfolio, with an estimated market value of $303K.

What does the chart on this CLS ownership page compare?

The chart compares Axim Planning & Wealth's quarterly CLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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