Leuthold Group’s Aecom ACM Stock Holding History

Leuthold Group’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 Q2	–	Sell	-28,389	Closed	-$2.41M	–	238
2026 Q1	$2.41M	Buy	28,389 +1,737	+7%	+$165K	0.26%	126
2025 Q4	$2.54M	Buy	26,652 +387	+1%	+$45.5K	0.27%	128
2025 Q3	$3.43M	Buy	+26,265	New	+$3.17M	0.37%	98

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Leuthold Group's ACM Position: Q2 2026 in Review

Leuthold Group sold out of Aecom (ACM) in Q2 2026, closing a stake of 28,389 shares — an estimated $2.41M sold.

Leuthold Group first reported a position in ACM in Q3 2025 and held it in 3 quarters. The position peaked at $3.43M in Q3 2025. 574 funds tracked by Wall St. Rank hold ACM as of Q2 2026.

Leuthold Group reported no remaining Aecom position as of Q2 2026 after selling out during the quarter.
Leuthold Group sold 28,389 Aecom shares in Q2 2026, an estimated $2.41M.
Leuthold Group first reported a position in Aecom in Q3 2025 and held it in 3 quarters.
Leuthold Group's Aecom position peaked at $3.43M in Q3 2025.
574 funds tracked by Wall St. Rank held Aecom as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.