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Pinnacle Wealth Planning Services’s Axcelis ACLS Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$268K Buy
2,874
+1,864
+185% +$165K 0.03% 376
2025
Q4 		$81.1K Buy
+1,010
New +$84.6K 0.01% 905
2021
Q1 		– Sell
-139
Closed -$4K – 359
2020
Q4 		$4K Buy
+139
New +$3.6K ﹤0.01% 1703

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinnacle Wealth Planning Services's ACLS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Axcelis (ACLS) stake by 185% in Q1 2026, buying an estimated $165K and bringing the position to 2,874 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #376.

Pinnacle Wealth Planning Services first reported a position in ACLS in Q4 2020 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,874 shares of Axcelis worth $268K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,864 Axcelis shares in Q1 2026, an estimated $165K.
  • Axcelis made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #376 holding.
  • Pinnacle Wealth Planning Services first reported a position in Axcelis in Q4 2020 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.