TSW
ACMR icon

Thompson Siegel & Walmsley’s ACM Research ACMR Stock Holding History

Thompson Siegel & Walmsley’s Portfolio ACMR Stock Details ACMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.98M Sell
101,100
-87,400
-46% -$4.64M 0.07% 253
2025
Q4 		$7.44M Buy
188,500
+78,800
+72% +$2.94M 0.12% 170
2025
Q3 		$4.29M Buy
109,700
+31,700
+41% +$941K 0.07% 237
2025
Q2 		$2.02M Buy
78,000
+24,100
+45% +$542K 0.03% 264
2025
Q1 		$1.26M Buy
+53,900
New +$1.23M 0.02% 272

Other funds holding ACMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Thompson Siegel & Walmsley's ACMR Position: Q1 2026 in Review

Thompson Siegel & Walmsley reduced its ACM Research (ACMR) stake by 46% in Q1 2026, selling an estimated $4.64M and leaving 101,100 shares worth $3.98M. The position accounts for 0.07% of the portfolio, ranked #253.

Thompson Siegel & Walmsley first reported a position in ACMR in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.44M in Q4 2025. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

  • Thompson Siegel & Walmsley held 101,100 shares of ACM Research worth $3.98M as of Q1 2026.
  • Thompson Siegel & Walmsley sold 87,400 ACM Research shares in Q1 2026, an estimated $4.64M.
  • ACM Research made up 0.07% of Thompson Siegel & Walmsley's portfolio in Q1 2026, its #253 holding.
  • Thompson Siegel & Walmsley first reported a position in ACM Research in Q1 2025 and has held it in 5 quarters since.
  • Thompson Siegel & Walmsley's ACM Research position peaked at $7.44M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2026, filed 11 May 2026.