Martingale Asset Management’s Axcelis ACLS Stock Holding History

Martingale Asset Management’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	$1.1M	Sell	5,813 -1,005	-15%	-$149K	0.03%	517
2026 Q1	$635K	Sell	6,818 -10	-0.1%	-$886	0.02%	593
2025 Q4	$549K	Hold	6,828	–	–	0.01%	590
2025 Q3	$667K	Buy	+6,828	New	+$550K	0.02%	566
2022 Q2	–	Sell	-22,482	Closed	-$1.7M	–	839
2022 Q1	$1.7M	Buy	22,482 +798	+4%	+$54.5K	0.03%	340
2021 Q4	$1.62M	Buy	+21,684	New	+$1.28M	0.02%	367
2021 Q3	–	Sell	-8,927	Closed	-$361K	–	840
2021 Q2	$361K	Sell	8,927 -31,327	-78%	-$1.3M	﹤0.01%	680
2021 Q1	$1.66M	Buy	40,254 +5,109	+15%	+$191K	0.02%	314
2020 Q4	$1.02M	Buy	35,145 +15,019	+75%	+$389K	0.01%	437
2020 Q3	$444K	Buy	+20,126	New	+$513K	0.01%	842

Other funds holding ACLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

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

Martingale Asset Management's ACLS Position: Q2 2026 in Review

Martingale Asset Management reduced its Axcelis (ACLS) stake by 15% in Q2 2026, selling an estimated $149K and leaving 5,813 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #517.

Martingale Asset Management first reported a position in ACLS in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.7M in Q1 2022. 441 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

Martingale Asset Management held 5,813 shares of Axcelis worth $1.1M as of Q2 2026.
Martingale Asset Management sold 1,005 Axcelis shares in Q2 2026, an estimated $149K.
Axcelis made up 0.03% of Martingale Asset Management's portfolio in Q2 2026, its #517 holding.
Martingale Asset Management first reported a position in Axcelis in Q3 2020 and has held it in 10 quarters since.
Martingale Asset Management's Axcelis position peaked at $1.7M in Q1 2022.
441 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.