AWM
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Adams Wealth Management’s Arm ARM Stock Holding History

Adams Wealth Management’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.41M Sell
15,251
-8,631
-36% -$2.29M 1.04% 29
2026
Q1 		$3.61M Buy
23,882
+1,477
+7% +$179K 0.79% 34
2025
Q4 		$2.45M Buy
22,405
+3,372
+18% +$490K 0.52% 57
2025
Q3 		$2.69M Sell
19,033
-4,723
-20% -$688K 0.58% 46
2025
Q2 		$3.84M Sell
23,756
-2,675
-10% -$332K 0.73% 35
2025
Q1 		$2.82M Buy
26,431
+3,214
+14% +$448K 0.55% 49
2024
Q4 		$2.86M Sell
23,217
-2
-0% -$282 0.55% 39
2024
Q3 		$3.32M Buy
23,219
+208
+0.9% +$29.6K 0.71% 28
2024
Q2 		$3.77M Buy
23,011
+1,121
+5% +$139K 0.87% 24
2024
Q1 		$2.74M Sell
21,890
-3,765
-15% -$399K 0.67% 27
2023
Q4 		$1.93M Buy
+25,655
New +$1.5M 0.57% 31

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Adams Wealth Management's ARM Position: Q2 2026 in Review

Adams Wealth Management reduced its Arm (ARM) stake by 36% in Q2 2026, selling an estimated $2.29M and leaving 15,251 shares worth $5.41M. The position accounts for 1.04% of the portfolio, ranked #29.

Adams Wealth Management first reported a position in ARM in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Adams Wealth Management held 15,251 shares of Arm worth $5.41M as of Q2 2026.
  • Adams Wealth Management sold 8,631 Arm shares in Q2 2026, an estimated $2.29M.
  • Arm made up 1.04% of Adams Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Adams Wealth Management first reported a position in Arm in Q4 2023 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.