FMI
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F/M Investments’s Axcelis ACLS Stock Holding History

F/M Investments’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
Q2 		$760K Buy
+4,009
New +$595K 0.04% 218
2026
Q1 		– Sell
-40,294
Closed -$3.24M – 336
2025
Q4 		$3.24M Buy
40,294
+19,226
+91% +$1.61M 0.12% 186
2025
Q3 		$2.06M Buy
+21,068
New +$1.7M 0.08% 240

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

F/M Investments's ACLS Position: Q2 2026 in Review

F/M Investments opened a new position in Axcelis (ACLS) in Q2 2026: 4,009 shares worth $760K. The stake represents 0.04% of the portfolio and ranks #218 among its holdings. This is a return to the name: F/M Investments previously reported a position in ACLS as recently as Q4 2025.

F/M Investments first reported a position in ACLS in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.24M in Q4 2025. 441 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • F/M Investments held 4,009 shares of Axcelis worth $760K as of Q2 2026.
  • Axcelis was a new F/M Investments position in Q2 2026.
  • Axcelis made up 0.04% of F/M Investments's portfolio in Q2 2026, its #218 holding.
  • F/M Investments first reported a position in Axcelis in Q3 2025 and has held it in 3 quarters since.
  • F/M Investments's Axcelis position peaked at $3.24M in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.