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EP Wealth Advisors’s Aecom ACM Stock Holding History

EP 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 		$274K Sell
3,225
-141
-4% -$13.4K ﹤0.01% 1222
2025
Q4 		$321K Buy
+3,366
New +$396K ﹤0.01% 1098

Other funds holding ACM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

EP Wealth Advisors reduced its Aecom (ACM) stake by 4.2% in Q1 2026, selling an estimated $13.4K and leaving 3,225 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

EP Wealth Advisors first reported a position in ACM in Q4 2025 and has held it in 2 quarters since. The position peaked at $321K in Q4 2025. 618 funds tracked by Wall St. Rank hold ACM as of Q1 2026.

  • EP Wealth Advisors held 3,225 shares of Aecom worth $274K as of Q1 2026.
  • EP Wealth Advisors sold 141 Aecom shares in Q1 2026, an estimated $13.4K.
  • Aecom made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1222 holding.
  • EP Wealth Advisors first reported a position in Aecom in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Aecom position peaked at $321K in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Aecom as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.