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QSM Asset Management’s Axcelis ACLS Stock Holding History

QSM 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 		$251K Sell
1,341
-50,230
-97% -$7.45M 0.13% 24
2026
Q1 		$4.63M Sell
51,571
-1,595
-3% -$141K 2.27% 20
2025
Q4 		$4.27M Hold
53,166
– – 2.44% 16
2025
Q3 		$5.17M Sell
53,166
-7,250
-12% -$584K 3.69% 13
2025
Q2 		$4.22M Buy
+60,416
New +$3.45M 3.89% 14

Other funds holding ACLS

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

QSM Asset Management reduced its Axcelis (ACLS) stake by 97% in Q2 2026, selling an estimated $7.45M and leaving 1,341 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #24.

QSM Asset Management first reported a position in ACLS in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.17M in Q3 2025. 40 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • QSM Asset Management held 1,341 shares of Axcelis worth $251K as of Q2 2026.
  • QSM Asset Management sold 50,230 Axcelis shares in Q2 2026, an estimated $7.45M.
  • Axcelis made up 0.13% of QSM Asset Management's portfolio in Q2 2026, its #24 holding.
  • QSM Asset Management first reported a position in Axcelis in Q2 2025 and has held it in 5 quarters since.
  • QSM Asset Management's Axcelis position peaked at $5.17M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on QSM Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.