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BlackBarn Capital Partners’s Axcelis ACLS Stock Holding History

BlackBarn Capital Partners’s Portfolio ACLS Stock Details ACLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-96,573
Closed -$7.76M – 22
2025
Q4 		$7.76M Sell
96,573
-103,427
-52% -$8.66M 0.51% 16
2025
Q3 		$19.5M Sell
200,000
-160,000
-44% -$12.9M 1.4% 12
2025
Q2 		$25.1M Sell
360,000
-120,441
-25% -$6.87M 1.44% 6
2025
Q1 		$23.9M Buy
480,441
+424,444
+758% +$26.8M 1.52% 8
2024
Q4 		$3.91M Buy
+55,997
New +$4.65M 0.21% 16

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackBarn Capital Partners's ACLS Position: Q1 2026 in Review

BlackBarn Capital Partners sold out of Axcelis (ACLS) in Q1 2026, closing a stake of 96,573 shares — an estimated $7.76M sold.

BlackBarn Capital Partners first reported a position in ACLS in Q4 2024 and held it in 5 quarters. The position peaked at $25.1M in Q2 2025. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

  • BlackBarn Capital Partners reported no remaining Axcelis position as of Q1 2026 after selling out during the quarter.
  • BlackBarn Capital Partners sold 96,573 Axcelis shares in Q1 2026, an estimated $7.76M.
  • BlackBarn Capital Partners first reported a position in Axcelis in Q4 2024 and held it in 5 quarters.
  • BlackBarn Capital Partners's Axcelis position peaked at $25.1M in Q2 2025.
  • 377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on BlackBarn Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.