PWM
ACHR icon

Palumbo Wealth Management’s Archer Aviation ACHR Stock Holding History

Palumbo Wealth Management’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 		$579K Sell
112,080
-6,147
-5% -$43.9K 0.14% 110
2025
Q4 		$889K Buy
118,227
+6,366
+6% +$59.9K 0.22% 82
2025
Q3 		$1.07M Buy
111,861
+30,104
+37% +$298K 0.34% 62
2025
Q2 		$887K Sell
81,757
-723
-0.9% -$6.77K 0.27% 71
2025
Q1 		$586K Buy
82,480
+28,583
+53% +$254K 0.2% 81
2024
Q4 		$525K Buy
53,897
+33,217
+161% +$185K 0.2% 81
2024
Q3 		$62.7K Buy
20,680
+2,364
+13% +$9.03K 0.02% 153
2024
Q2 		$64.5K Buy
18,316
+5,329
+41% +$19.8K 0.03% 144
2024
Q1 		$60K Buy
+12,987
New +$65.2K 0.03% 135

Other funds holding ACHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return