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Whalen Wealth Management’s Aecom ACM Stock Holding History

Whalen Wealth Management’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
Q3 		– Sell
-2,224
Closed -$251K – 177
2025
Q2 		$251K Buy
+2,224
New +$231K 0.16% 172
2024
Q3 		– Sell
-9,583
Closed -$845K – 114
2024
Q2 		$845K Buy
9,583
+4,587
+92% +$418K 0.67% 27
2024
Q1 		$490K Buy
4,996
+577
+13% +$52.2K 0.36% 47
2023
Q4 		$408K Buy
+4,419
New +$375K 0.37% 75

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 $3.38T AUM 44.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Whalen Wealth Management's ACM Position: Q3 2025 in Review

Whalen Wealth Management sold out of Aecom (ACM) in Q3 2025, closing a stake of 2,224 shares — an estimated $251K sold.

Whalen Wealth Management first reported a position in ACM in Q4 2023 and held it in 4 quarters. The position peaked at $845K in Q2 2024. 639 funds tracked by Wall St. Rank hold ACM as of Q3 2025.

  • Whalen Wealth Management reported no remaining Aecom position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 2,224 Aecom shares in Q3 2025, an estimated $251K.
  • Whalen Wealth Management first reported a position in Aecom in Q4 2023 and held it in 4 quarters.
  • Whalen Wealth Management's Aecom position peaked at $845K in Q2 2024.
  • 639 funds tracked by Wall St. Rank held Aecom as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.