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Summit Financial’s Aecom ACM Stock Holding History

Summit Financial’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
2025
Q4 		– Sell
-2,043
Closed -$267K – 1284
2025
Q3 		$267K Buy
+2,043
New +$247K ﹤0.01% 1098

Other funds holding ACM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial's ACM Position: Q4 2025 in Review

Summit Financial sold out of Aecom (ACM) in Q4 2025, closing a stake of 2,043 shares — an estimated $267K sold.

Summit Financial first reported a position in ACM in Q3 2025 and held it in 1 quarter. The position peaked at $267K in Q3 2025. 643 funds tracked by Wall St. Rank hold ACM as of Q4 2025.

  • Summit Financial reported no remaining Aecom position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 2,043 Aecom shares in Q4 2025, an estimated $267K.
  • Summit Financial first reported a position in Aecom in Q3 2025 and held it in 1 quarter.
  • Summit Financial's Aecom position peaked at $267K in Q3 2025.
  • 643 funds tracked by Wall St. Rank held Aecom as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.