Amplius Wealth Advisors’s Aecom ACM Stock Holding History

Amplius Wealth Advisors’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,241	Closed	-$214K	–	176
2025 Q4	$214K	Sell	2,241 -5	-0.2%	-$588	0.02%	169
2025 Q3	$293K	Hold	2,246	–	–	0.03%	142
2025 Q2	$253K	Buy	2,246 +5	+0.2%	+$519	0.02%	177
2025 Q1	$208K	Buy	2,241 +10	+0.4%	+$1.01K	0.02%	174
2024 Q4	$238K	Sell	2,231 -517	-19%	-$56.5K	0.02%	158
2024 Q3	$284K	Hold	2,748	–	–	0.03%	137
2024 Q2	$242K	Hold	2,748	–	–	0.03%	149
2024 Q1	$270K	Hold	2,748	–	–	0.03%	137
2023 Q4	$254K	Sell	2,748 -3	-0.1%	-$255	0.03%	139
2023 Q3	$228K	Sell	2,751 -333	-11%	-$28.7K	0.03%	139
2023 Q2	$261K	Hold	3,084	–	–	0.04%	132
2023 Q1	$260K	Buy	3,084 +3	+0.1%	+$259	0.04%	136
2022 Q4	$262K	Buy	+3,081	New	+$242K	0.04%	128
2022 Q2	–	Sell	-2,748	Closed	-$211K	–	172
2022 Q1	$211K	Hold	2,748	–	–	0.03%	166
2021 Q4	$212K	Buy	+2,748	New	+$193K	0.03%	182

Other funds holding ACM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's ACM Position: Q1 2026 in Review

Amplius Wealth Advisors sold out of Aecom (ACM) in Q1 2026, closing a stake of 2,241 shares — an estimated $214K sold.

Amplius Wealth Advisors first reported a position in ACM in Q4 2021 and held it in 15 quarters. The position peaked at $293K in Q3 2025. 618 funds tracked by Wall St. Rank hold ACM as of Q1 2026.

Amplius Wealth Advisors reported no remaining Aecom position as of Q1 2026 after selling out during the quarter.
Amplius Wealth Advisors sold 2,241 Aecom shares in Q1 2026, an estimated $214K.
Amplius Wealth Advisors first reported a position in Aecom in Q4 2021 and held it in 15 quarters.
Amplius Wealth Advisors's Aecom position peaked at $293K in Q3 2025.
618 funds tracked by Wall St. Rank held Aecom as of Q1 2026.

Based on Amplius Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.