LG
ACMR icon

Leuthold Group’s ACM Research ACMR Stock Holding History

Leuthold Group’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 		$320K Sell
8,120
-242
-3% -$12.8K 0.03% 193
2025
Q4 		$330K Buy
+8,362
New +$312K 0.04% 185

Other funds holding ACMR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
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

Leuthold Group's ACMR Position: Q1 2026 in Review

Leuthold Group reduced its ACM Research (ACMR) stake by 2.9% in Q1 2026, selling an estimated $12.8K and leaving 8,120 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #193.

Leuthold Group first reported a position in ACMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $330K in Q4 2025. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

  • Leuthold Group held 8,120 shares of ACM Research worth $320K as of Q1 2026.
  • Leuthold Group sold 242 ACM Research shares in Q1 2026, an estimated $12.8K.
  • ACM Research made up 0.03% of Leuthold Group's portfolio in Q1 2026, its #193 holding.
  • Leuthold Group first reported a position in ACM Research in Q4 2025 and has held it in 2 quarters since.
  • Leuthold Group's ACM Research position peaked at $330K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.