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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

F/M Investments's ACLS Position: Q1 2026 in Review

F/M Investments sold out of Axcelis (ACLS) in Q1 2026, closing a stake of 40,294 shares — an estimated $3.24M sold.

F/M Investments first reported a position in ACLS in Q3 2025 and held it in 2 quarters. The position peaked at $3.24M in Q4 2025. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

F/M Investments reported no remaining Axcelis position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 40,294 Axcelis shares in Q1 2026, an estimated $3.24M.
F/M Investments first reported a position in Axcelis in Q3 2025 and held it in 2 quarters.
F/M Investments's Axcelis position peaked at $3.24M in Q4 2025.
377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.