WealthTrust Axiom LLC POCI — PRECISION OPTICS CORP INC MA

Ownership history in WealthTrust Axiom LLC  ·  13 quarters on record

AI Ownership Summary

WealthTrust Axiom LLC reported PRECISION OPTICS CORP INC MA (POCI) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.46% in 2024 Q2. The latest visible filing shows POCI at 0.27% 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 POCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthTrust Axiom LLC's position in PRECISION OPTICS CORP INC MA, 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

POCI was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2024 Q2

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.

POCI stock page WealthTrust Axiom LLC fund profile WealthTrust Axiom LLC full holdings
How WealthTrust Axiom LLC held POCI — position size vs. price
% of Fund (quarterly)    POCI 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 — — — 254,108 +22,300 +9.6% 0.27% $1.1M 2026-05-11 $4.49
2025 Q4 ADDED — — — 231,808 +6,158 +2.7% 0.25% $970K 2026-02-13 $4.76
2025 Q3 REDUCED 9.4% -2.8% ✅ 225,650 -23,481 -9.4% 0.26% $982K 2025-11-14 $4.33
2025 Q2 REDUCED — — — 249,131 -4,778 -1.9% 0.36% $1.2M 2025-08-13 $4.65
2025 Q1 ADDED — — — 253,909 +6,629 +2.7% 0.32% $1.1M 2025-05-14 $4.62
2024 Q4 ADDED — — — 247,280 +9,366 +3.9% 0.36% $1.2M 2025-02-13 $4.99
2024 Q3 ADDED — — — 237,914 +4,147 +1.8% 0.39% $1.3M 2024-11-13 $4.95
2024 Q2 ADDED — — — 233,767 +24,895 +11.9% 0.46% $1.4M 2024-08-13 $5.84
2024 Q1 ADDED — — — 208,872 +20,897 +11.1% 0.37% $1.2M 2024-05-10 $6.07
2023 Q4 ADDED — — — 187,975 +15,502 +9.0% 0.38% $1.1M 2024-02-05 $6.02
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding POCI

As of 2026 Q1 — sorted by position size

Archon Capital Management LLC 3Y 7Y 0.39% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 0.37% MYDA Advisors LLC 3Y 7Y 0.29% Bleichroeder LP 3Y 0.21% Stonepine Capital Management, LLC 3Y 7Y 0.18% Nantahala Capital Management, LLC 3Y 7Y 0.05% Manatuck Hill Partners, LLC 3Y 7Y 0.04% Mesirow Financial Investment Management, Inc. 3Y 7Y 0.0% BOOTHBAY FUND MANAGEMENT, LLC 3Y 7Y 0.0% XTX Topco Ltd 3Y 0.0%

FAQ About WealthTrust Axiom LLC and POCI

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

How long has WealthTrust Axiom LLC reported owning POCI?

WealthTrust Axiom LLC reported POCI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported POCI position in WealthTrust Axiom LLC's portfolio?

The largest reported portfolio weight for POCI was 0.46% in 2024 Q2.

What is the latest reported POCI position on this page?

The most recent filing on this page is 2026 Q1, when WealthTrust Axiom LLC reported 254,108 shares, equal to 0.27% of portfolio, with an estimated market value of $1.1M.

What does the chart on this POCI ownership page compare?

The chart compares WealthTrust Axiom LLC's quarterly POCI 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 WealthTrust Axiom LLC time their POCI position?

Based on 13F filing dates vs. subsequent POCI price moves, WealthTrust Axiom LLC correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on POCI relative to SPY over the holding period was -24.4%.

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