Montag & Associates’s Aecom ACM Stock Holding History

Montag & Associates’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.9K	Hold	400	–	–	﹤0.01%	634
2025 Q4	$38.1K	Sell	400 -400	-50%	-$47K	﹤0.01%	631
2025 Q3	$104K	Hold	800	–	–	﹤0.01%	483
2025 Q2	$90.3K	Hold	800	–	–	﹤0.01%	492
2025 Q1	$74.2K	Hold	800	–	–	﹤0.01%	545
2024 Q4	$85.5K	Hold	800	–	–	﹤0.01%	525
2024 Q3	$82.6K	Hold	800	–	–	﹤0.01%	533
2024 Q2	$70.5K	Hold	800	–	–	﹤0.01%	539
2024 Q1	$78.5K	Sell	800 -13	-2%	-$1.18K	﹤0.01%	525
2023 Q4	$75.1K	Hold	813	–	–	﹤0.01%	508
2023 Q3	$67.5K	Hold	813	–	–	﹤0.01%	507
2023 Q2	$68.9K	Hold	813	–	–	﹤0.01%	512
2023 Q1	$68.6K	Buy	813 +13	+2%	+$1.12K	﹤0.01%	502
2022 Q4	$67.9K	Hold	800	–	–	﹤0.01%	495
2022 Q3	$55K	Buy	+800	New	+$56.7K	﹤0.01%	520

Other funds holding ACM

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Montag & Associates's ACM Position: Q1 2026 in Review

Montag & Associates held its Aecom (ACM) position steady in Q1 2026 at 400 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Montag & Associates first reported a position in ACM in Q3 2022 and has held it in 15 quarters since. The position peaked at $104K in Q3 2025. 618 funds tracked by Wall St. Rank hold ACM as of Q1 2026.

Montag & Associates held 400 shares of Aecom worth $33.9K as of Q1 2026.
Montag & Associates left its Aecom share count unchanged in Q1 2026.
Aecom made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #634 holding.
Montag & Associates first reported a position in Aecom in Q3 2022 and has held it in 15 quarters since.
Montag & Associates's Aecom position peaked at $104K in Q3 2025.
618 funds tracked by Wall St. Rank held Aecom as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.