Forum Financial Management’s Aecom ACM Stock Holding History

Forum Financial Management’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	–	Sell	-3,647	Closed	-$348K	–	340
2025 Q4	$348K	Hold	3,647	–	–	﹤0.01%	670
2025 Q3	$476K	Buy	3,647 +1	+0%	+$121	0.01%	478
2025 Q2	$411K	Sell	3,646 -998	-21%	-$104K	0.01%	491
2025 Q1	$431K	Buy	4,644 +11	+0.2%	+$1.12K	0.01%	432
2024 Q4	$495K	Hold	4,633	–	–	0.01%	381
2024 Q3	$478K	Buy	4,633 +20	+0.4%	+$1.88K	0.01%	343
2024 Q2	$407K	Buy	4,613 +3	+0.1%	+$274	0.01%	374
2024 Q1	$452K	Hold	4,610	–	–	0.01%	357
2023 Q4	$426K	Hold	4,610	–	–	0.01%	338
2023 Q3	$383K	Hold	4,610	–	–	0.01%	347
2023 Q2	$390K	Hold	4,610	–	–	0.01%	355
2023 Q1	$389K	Hold	4,610	–	–	0.01%	323
2022 Q4	$392K	Hold	4,610	–	–	0.01%	313
2022 Q3	$315K	Hold	4,610	–	–	0.02%	328
2022 Q2	$301K	Hold	4,610	–	–	0.02%	352
2022 Q1	$354K	Hold	4,610	–	–	0.02%	323
2021 Q4	$357K	Buy	+4,610	New	+$324K	0.02%	339

Other funds holding ACM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's ACM Position: Q1 2026 in Review

Forum Financial Management sold out of Aecom (ACM) in Q1 2026, closing a stake of 3,647 shares — an estimated $348K sold.

Forum Financial Management first reported a position in ACM in Q4 2021 and held it in 17 quarters. The position peaked at $495K in Q4 2024. 622 funds tracked by Wall St. Rank hold ACM as of Q1 2026.

Forum Financial Management reported no remaining Aecom position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 3,647 Aecom shares in Q1 2026, an estimated $348K.
Forum Financial Management first reported a position in Aecom in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Aecom position peaked at $495K in Q4 2024.
622 funds tracked by Wall St. Rank held Aecom as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.