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Mark Sheptoff Financial Planning’s ACM Research ACMR Stock Holding History

Mark Sheptoff Financial Planning’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 		$25.4K Hold
200
– – 0.01% 252
2026
Q1 		$10.6K Hold
200
– – 0.01% 338
2025
Q4 		$7.89K Buy
+200
New +$7.45K ﹤0.01% 372
2025
Q3 		– Sell
-300
Closed -$7.77K – 484
2025
Q2 		$7.77K Hold
300
– – ﹤0.01% 361
2025
Q1 		$7K Buy
+300
New +$6.85K ﹤0.01% 348
2024
Q3 		– Sell
-6,600
Closed -$152K – 430
2024
Q2 		$152K Sell
6,600
-1,000
-13% -$25.3K 0.09% 105
2024
Q1 		$221K Buy
+7,600
New +$174K 0.12% 90

Other funds holding ACMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
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
WA
WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's ACMR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its ACM Research (ACMR) position steady in Q2 2026 at 200 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #252.

Mark Sheptoff Financial Planning first reported a position in ACMR in Q1 2024 and has held it in 7 quarters since. The position peaked at $221K in Q1 2024. 376 funds tracked by Wall St. Rank hold ACMR as of Q2 2026.

  • Mark Sheptoff Financial Planning held 200 shares of ACM Research worth $25.4K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its ACM Research share count unchanged in Q2 2026.
  • ACM Research made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #252 holding.
  • Mark Sheptoff Financial Planning first reported a position in ACM Research in Q1 2024 and has held it in 7 quarters since.
  • Mark Sheptoff Financial Planning's ACM Research position peaked at $221K in Q1 2024.
  • 376 funds tracked by Wall St. Rank held ACM Research as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.