Axim Planning & Wealth EXPE EXPEDIA GROUP INC

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

AI Ownership Summary

Axim Planning & Wealth reported EXPEDIA GROUP INC (EXPE) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.62% in 2026 Q2. The latest visible filing shows EXPE at 0.62% 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 EXPE 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 EXPEDIA GROUP 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
2026 Q2

EXPE was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 EXPE — position size vs. price
% of Fund (quarterly)    EXPE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 1,724 -47 -2.7% 0.62% $441K 2026-08-14 $332.69
2026 Q1 REDUCED 35.4% +15.1% 1,771 -970 -35.4% 0.50% $409K 2026-05-14 $216.71
2025 Q3 INITIATED 2,741 0.46% $586K 2025-11-05 $212.54

FAQ About Axim Planning & Wealth and EXPE

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 EXPE?

Axim Planning & Wealth reported EXPE across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for EXPE was 0.62% in 2026 Q2.

What is the latest reported EXPE position on this page?

The most recent filing on this page is 2026 Q2, when Axim Planning & Wealth reported 1,724 shares, equal to 0.62% of portfolio, with an estimated market value of $441K.

What does the chart on this EXPE ownership page compare?

The chart compares Axim Planning & Wealth's quarterly EXPE 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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