LRI Investments’s Axcelis ACLS Stock Holding History

LRI Investments’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.93K	Sell	26 -20	-43%	-$2.97K	﹤0.01%	1145
2026 Q1	$4.28K	Sell	46 -2,150	-98%	-$190K	﹤0.01%	1134
2025 Q4	$176K	Sell	2,196 -441	-17%	-$36.9K	0.01%	305
2025 Q3	$257K	Buy	2,637 +52	+2%	+$4.19K	0.02%	256
2025 Q2	$180K	Buy	2,585 +2,255	+683%	+$129K	0.02%	311
2025 Q1	$16.4K	Sell	330 -2,636	-89%	-$167K	﹤0.01%	713
2024 Q4	$207K	Buy	2,966 +2,628	+778%	+$218K	0.02%	260
2024 Q3	$26.7K	Sell	338 -1,822	-84%	-$213K	﹤0.01%	605
2024 Q2	$307K	Buy	+2,160	New	+$249K	0.04%	181

Other funds holding ACLS

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LRI Investments's ACLS Position: Q2 2026 in Review

LRI Investments reduced its Axcelis (ACLS) stake by 43% in Q2 2026, selling an estimated $2.97K and leaving 26 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

LRI Investments first reported a position in ACLS in Q2 2024 and has held it in 9 quarters since. The position peaked at $307K in Q2 2024. 52 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

LRI Investments held 26 shares of Axcelis worth $4.93K as of Q2 2026.
LRI Investments sold 20 Axcelis shares in Q2 2026, an estimated $2.97K.
Axcelis made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1145 holding.
LRI Investments first reported a position in Axcelis in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Axcelis position peaked at $307K in Q2 2024.
52 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.