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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
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 $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

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

Mark Sheptoff Financial Planning held its ACM Research (ACMR) position steady in Q1 2026 at 200 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #338.

Mark Sheptoff Financial Planning first reported a position in ACMR in Q1 2024 and has held it in 6 quarters since. The position peaked at $221K in Q1 2024. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

  • Mark Sheptoff Financial Planning held 200 shares of ACM Research worth $10.6K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its ACM Research share count unchanged in Q1 2026.
  • ACM Research made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #338 holding.
  • Mark Sheptoff Financial Planning first reported a position in ACM Research in Q1 2024 and has held it in 6 quarters since.
  • Mark Sheptoff Financial Planning's ACM Research position peaked at $221K in Q1 2024.
  • 300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

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