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Total Wealth Planning & Management’s Archer Aviation ACHR Stock Holding History

Total Wealth Planning & 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 		$141K Buy
27,346
+1,827
+7% +$13K 0.1% 193
2025
Q4 		$192K Buy
+25,519
New +$240K 0.14% 199
2025
Q2 		$242K Sell
22,265
-955
-4% -$8.94K 0.2% 179
2025
Q1 		$165K Sell
23,220
-22,925
-50% -$203K 0.16% 179
2024
Q4 		$450K Buy
+46,145
New +$256K 0.41% 69

Other funds holding ACHR

BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return

Total Wealth Planning & Management's ACHR Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Archer Aviation (ACHR) stake by 7.2% in Q1 2026, buying an estimated $13K and bringing the position to 27,346 shares worth $141K. The position accounts for 0.1% of the portfolio, ranked #193.

Total Wealth Planning & Management first reported a position in ACHR in Q4 2024 and has held it in 5 quarters since. The position peaked at $450K in Q4 2024. 525 funds tracked by Wall St. Rank hold ACHR as of Q1 2026.

  • Total Wealth Planning & Management held 27,346 shares of Archer Aviation worth $141K as of Q1 2026.
  • Total Wealth Planning & Management bought 1,827 Archer Aviation shares in Q1 2026, an estimated $13K.
  • Archer Aviation made up 0.1% of Total Wealth Planning & Management's portfolio in Q1 2026, its #193 holding.
  • Total Wealth Planning & Management first reported a position in Archer Aviation in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Archer Aviation position peaked at $450K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held Archer Aviation as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.