MSFP
ACHR icon

Mark Sheptoff Financial Planning’s Archer Aviation ACHR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ACHR Stock Details ACHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,500
Closed -$11.3K – 510
2025
Q4 		$11.3K Hold
1,500
– – 0.01% 339
2025
Q3 		$14.4K Hold
1,500
– – 0.01% 309
2025
Q2 		$16.3K Hold
1,500
– – 0.01% 287
2025
Q1 		$10.7K Buy
+1,500
New +$13.3K 0.01% 317

Other funds holding ACHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mark Sheptoff Financial Planning's ACHR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Archer Aviation (ACHR) in Q1 2026, closing a stake of 1,500 shares — an estimated $11.3K sold.

Mark Sheptoff Financial Planning first reported a position in ACHR in Q1 2025 and held it in 4 quarters. The position peaked at $16.3K in Q2 2025. 528 funds tracked by Wall St. Rank hold ACHR as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Archer Aviation position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,500 Archer Aviation shares in Q1 2026, an estimated $11.3K.
  • Mark Sheptoff Financial Planning first reported a position in Archer Aviation in Q1 2025 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Archer Aviation position peaked at $16.3K in Q2 2025.
  • 528 funds tracked by Wall St. Rank held Archer Aviation as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.