James Hambro & Partners LLP AAXJ — ISHARES TR

Ownership history in James Hambro & Partners LLP  ·  15 quarters on record

AI Ownership Summary

James Hambro & Partners LLP reported ISHARES TR (AAXJ) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2026 Q1. The latest visible filing shows AAXJ at 0.22% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was James Hambro & Partners LLP's position in ISHARES TR, 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 Q1

AAXJ was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

AAXJ stock page James Hambro & Partners LLP fund profile James Hambro & Partners LLP full holdings
How James Hambro & Partners LLP held AAXJ — position size vs. price
% of Fund (quarterly)    AAXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 57,265 +9,706 +20.4% 0.22% $5.5M 2026-04-22 $108.42
2025 Q4 ADDED — — — 47,559 +13,349 +39.0% 0.16% $4.4M 2026-01-15 $99.22
2025 Q3 UNCHANGED — — — 34,210 — 0% 0.11% $3.1M 2025-10-15 $91.19
2025 Q2 REDUCED 8.4% +10.1% ❌ 34,210 -3,140 -8.4% 0.11% $2.8M 2025-07-17 $83.55
2025 Q1 UNCHANGED — — — 37,350 — 0% 0.12% $2.8M 2025-04-17 $69.26
2024 Q4 UNCHANGED — — — 37,350 — 0% 0.11% $2.7M 2025-01-22 $71.10
2024 Q3 REDUCED — — — 37,350 -550 -1.5% 0.12% $2.9M 2024-10-21 $75.34
2024 Q2 REDUCED 6.7% +9.0% ❌ 37,900 -2,720 -6.7% 0.13% $2.7M 2024-07-16 $72.22
2024 Q1 REDUCED 6.7% +6.9% ❌ 40,620 -2,895 -6.7% 0.13% $2.8M 2024-04-26 $65.85
2023 Q4 REDUCED 5.4% +2.3% ❌ 43,515 -2,465 -5.4% 0.15% $2.9M 2024-01-19 $60.85
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAXJ

As of 2026 Q1 — sorted by position size

BFI Infinity Ltd. 16.58% Analyst IMS Investment Management Services Ltd. 3Y 7Y 6.48% FIDUCIARY FINANCIAL GROUP, LLC 1.56% Activest Wealth Management 3Y 1.35% CAMELOT TECHNOLOGY ADVISORS, INC. 0.45% Yoffe Investment Management, LLC 0.44% Pathway Financial Advisors LLC 3Y 7Y 0.37% Finley Financial, LLC 0.33% Independent Wealth Network Inc. 3Y 0.25% SPINNAKER TRUST 3Y 7Y 0.2%

FAQ About James Hambro & Partners LLP and AAXJ

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

How long has James Hambro & Partners LLP reported owning AAXJ?

James Hambro & Partners LLP reported AAXJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAXJ position in James Hambro & Partners LLP's portfolio?

The largest reported portfolio weight for AAXJ was 0.22% in 2026 Q1.

What is the latest reported AAXJ position on this page?

The most recent filing on this page is 2026 Q1, when James Hambro & Partners LLP reported 57,265 shares, equal to 0.22% of portfolio, with an estimated market value of $5.5M.

What does the chart on this AAXJ ownership page compare?

The chart compares James Hambro & Partners LLP's quarterly AAXJ 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.

How well did James Hambro & Partners LLP time their AAXJ position?

Based on 13F filing dates vs. subsequent AAXJ price moves, James Hambro & Partners LLP correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on AAXJ relative to SPY over the holding period was +0.6%.

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