Marshall & Sterling Wealth Advisors Inc. AIRJ β€” AIRJOULE TECHNOLOGIES

Ownership history in Marshall & Sterling Wealth Advisors Inc.  Β·  1 quarter on record

AI Ownership Summary

Marshall & Sterling Wealth Advisors Inc. reported AIRJOULE TECHNOLOGIES (AIRJ) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows AIRJ at 0.00% 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 AIRJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marshall & Sterling Wealth Advisors Inc.'s position in AIRJOULE TECHNOLOGIES, 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

AIRJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2026 Q1 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.

How Marshall & Sterling Wealth Advisors Inc. held AIRJ β€” position size vs. price
% of Fund (quarterly)    AIRJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 3,000 β€” β€” 0.00% $8K 2026-05-07 $3.48

FAQ About Marshall & Sterling Wealth Advisors Inc. and AIRJ

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

How long has Marshall & Sterling Wealth Advisors Inc. reported owning AIRJ?

Marshall & Sterling Wealth Advisors Inc. reported AIRJ across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported AIRJ position in Marshall & Sterling Wealth Advisors Inc.'s portfolio?

The largest reported portfolio weight for AIRJ was 0.00% in 2026 Q1.

What is the latest reported AIRJ position on this page?

The most recent filing on this page is 2026 Q1, when Marshall & Sterling Wealth Advisors Inc. reported 3,000 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this AIRJ ownership page compare?

The chart compares Marshall & Sterling Wealth Advisors Inc.'s quarterly AIRJ 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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