AXXCESS WEALTH MANAGEMENT, LLC
Position in PACB — Pacific Biosciences Of California, Inc.
CIK 1911056
CARLSBAD, CA
Position in PACB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$40,619
+$2,864 QoQ
Shares Held
24,178
-15.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 39 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in PACB Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $15,712,679 across 8 Medical Devices names. PACB ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
95,207 | $8,639,083 | |
| 2 | SYK |
Stryker Corp
|
7,518 | $2,366,967 | |
| 3 | INMD |
InMode Ltd.
|
122,192 | $1,786,447 | |
| 4 | MDT |
Medtronic plc
|
20,125 | $1,574,378 | |
| 5 | EW |
Edwards Lifesciences Corp
|
8,726 | $789,353 | |
| 6 | BSX |
Boston Scientific Corp
|
6,093 | $260,049 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
3,996 | $255,783 | |
| 8 | PACB |
Pacific Biosciences Of California, Inc.
This page
|
24,178 | $40,619 |
All Filings in PACB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,619 | 24,178 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $37,755 | 28,603 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $53,487 | 28,603 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $36,940 | 28,860 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $37,026 | 29,860 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $36,388 | 30,838 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $61,246 | 33,468 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $58,998 | 34,705 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $47,604 | 34,748 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $131,906 | 35,175 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $213,789 | 21,793 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $152,638 | 18,280 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $196,653 | 14,786 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $170,226 | 14,700 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $93,898 | 11,479 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $98,287 | 16,917 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $79,484 | 17,983 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $140,312 | 15,419 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $363,062 | 17,745 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||