Firsthand Capital Management’s Axcelis ACLS Stock Holding History

Firsthand Capital Management’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	$372K	Hold	4,000	–	–	0.79%	25
2025 Q4	$321K	Hold	4,000	–	–	0.6%	25
2025 Q3	$391K	Hold	4,000	–	–	0.66%	27
2025 Q2	$279K	Hold	4,000	–	–	0.5%	33
2025 Q1	$199K	Hold	4,000	–	–	0.48%	32
2024 Q4	$279K	Hold	4,000	–	–	0.58%	31
2024 Q3	$419K	Sell	4,000 -11,000	-73%	-$1.29M	0.83%	26
2024 Q2	$83.7K	Buy	15,000 +10,000	+200%	+$1.15M	0.16%	37
2024 Q1	$558K	Hold	5,000	–	–	0.91%	28
2023 Q4	$648K	Hold	5,000	–	–	0.9%	25
2023 Q3	$815K	Hold	5,000	–	–	1.18%	24
2023 Q2	$917K	Buy	+5,000	New	+$720K	1.1%	22

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

Firsthand Capital Management's ACLS Position: Q1 2026 in Review

Firsthand Capital Management held its Axcelis (ACLS) position steady in Q1 2026 at 4,000 shares worth $372K. The position accounts for 0.79% of the portfolio, ranked #25.

Firsthand Capital Management first reported a position in ACLS in Q2 2023 and has held it in 12 quarters since. The position peaked at $917K in Q2 2023. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

Firsthand Capital Management held 4,000 shares of Axcelis worth $372K as of Q1 2026.
Firsthand Capital Management left its Axcelis share count unchanged in Q1 2026.
Axcelis made up 0.79% of Firsthand Capital Management's portfolio in Q1 2026, its #25 holding.
Firsthand Capital Management first reported a position in Axcelis in Q2 2023 and has held it in 12 quarters since.
Firsthand Capital Management's Axcelis position peaked at $917K in Q2 2023.
377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.