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 Q2	$1.03M	Hold	8,120	–	–	0.1%	152
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Leuthold Group's ACMR Position: Q2 2026 in Review

Leuthold Group held its ACM Research (ACMR) position steady in Q2 2026 at 8,120 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #152.

Leuthold Group first reported a position in ACMR in Q4 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold ACMR as of Q2 2026.

Leuthold Group held 8,120 shares of ACM Research worth $1.03M as of Q2 2026.
Leuthold Group left its ACM Research share count unchanged in Q2 2026.
ACM Research made up 0.1% of Leuthold Group's portfolio in Q2 2026, its #152 holding.
Leuthold Group first reported a position in ACM Research in Q4 2025 and has held it in 3 quarters since.
376 funds tracked by Wall St. Rank held ACM Research as of Q2 2026.

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