Kendall Capital Management’s ACM Research ACMR Stock Holding History

Kendall Capital Management’s Portfolio ACMR Stock Details ACMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.27M	Sell	83,131 -1,090	-1%	-$57.9K	0.67%	40
2025 Q4	$3.32M	Buy	84,221 +7,450	+10%	+$278K	0.7%	36
2025 Q3	$3M	Buy	76,771 +22,716	+42%	+$674K	0.68%	38
2025 Q2	$1.4M	Buy	54,055 +8,815	+19%	+$198K	0.37%	73
2025 Q1	$1.06M	Buy	45,240 +635	+1%	+$14.5K	0.31%	84
2024 Q4	$674K	Buy	44,605 +6,520	+17%	+$118K	0.2%	128
2024 Q3	$773K	Buy	38,085 +24,925	+189%	+$478K	0.24%	117
2024 Q2	$303K	Buy	+13,160	New	+$333K	0.1%	175

Other funds holding ACMR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Kendall Capital Management's ACMR Position: Q1 2026 in Review

Kendall Capital Management reduced its ACM Research (ACMR) stake by 1.3% in Q1 2026, selling an estimated $57.9K and leaving 83,131 shares worth $3.27M. The position accounts for 0.67% of the portfolio, ranked #40.

Kendall Capital Management first reported a position in ACMR in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.32M in Q4 2025. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

Kendall Capital Management held 83,131 shares of ACM Research worth $3.27M as of Q1 2026.
Kendall Capital Management sold 1,090 ACM Research shares in Q1 2026, an estimated $57.9K.
ACM Research made up 0.67% of Kendall Capital Management's portfolio in Q1 2026, its #40 holding.
Kendall Capital Management first reported a position in ACM Research in Q2 2024 and has held it in 8 quarters since.
Kendall Capital Management's ACM Research position peaked at $3.32M in Q4 2025.
300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.