Monograph Wealth Advisors’s Archer Aviation ACHR Stock Holding History

Monograph Wealth Advisors’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	$97.9K	Hold	18,931	–	–	0.01%	141
2025 Q4	$142K	Buy	18,931 +180	+1%	+$1.69K	0.01%	132
2025 Q3	$180K	Hold	18,751	–	–	0.02%	137
2025 Q2	$203K	Hold	18,751	–	–	0.03%	122
2025 Q1	$133K	Sell	18,751 -1,505	-7%	-$13.4K	0.02%	111
2024 Q4	$197K	Sell	20,256 -8,245	-29%	-$45.8K	0.03%	112
2024 Q3	$86.4K	Buy	+28,501	New	+$109K	0.01%	106
2024 Q2	–	Sell	-28,501	Closed	-$132K	–	107
2024 Q1	$132K	Hold	28,501	–	–	0.02%	151
2023 Q4	$175K	Hold	28,501	–	–	0.03%	103
2023 Q3	$144K	Hold	28,501	–	–	0.03%	120
2023 Q2	$117K	Hold	28,501	–	–	0.03%	84
2023 Q1	$81.5K	Hold	28,501	–	–	0.02%	84
2022 Q4	$53K	Buy	+28,501	New	+$70.3K	0.01%	90
2022 Q3	–	Sell	-28,501	Closed	-$88K	–	69
2022 Q2	$88K	Hold	28,501	–	–	0.03%	75
2022 Q1	$137K	Hold	28,501	–	–	0.03%	86
2021 Q4	$172K	Buy	+28,501	New	+$189K	0.04%	82

Other funds holding ACHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Monograph Wealth Advisors's ACHR Position: Q1 2026 in Review

Monograph Wealth Advisors held its Archer Aviation (ACHR) position steady in Q1 2026 at 18,931 shares worth $97.9K. The position accounts for 0.01% of the portfolio, ranked #141.

Monograph Wealth Advisors first reported a position in ACHR in Q4 2021 and has held it in 16 quarters since. The position peaked at $203K in Q2 2025. 525 funds tracked by Wall St. Rank hold ACHR as of Q1 2026.

Monograph Wealth Advisors held 18,931 shares of Archer Aviation worth $97.9K as of Q1 2026.
Monograph Wealth Advisors left its Archer Aviation share count unchanged in Q1 2026.
Archer Aviation made up 0.01% of Monograph Wealth Advisors's portfolio in Q1 2026, its #141 holding.
Monograph Wealth Advisors first reported a position in Archer Aviation in Q4 2021 and has held it in 16 quarters since.
Monograph Wealth Advisors's Archer Aviation position peaked at $203K in Q2 2025.
525 funds tracked by Wall St. Rank held Archer Aviation as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.