Advisors Asset Management
ARM icon

Advisors Asset Management’s Arm ARM Stock Holding History

Advisors Asset 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
Q3 		$833K Buy
31,267
+27,293
+687% +$7.43M 0.01% 947
2026
Q2 		$1.41M Buy
3,974
+446
+13% +$119K 0.02% 726
2026
Q1 		$534K Sell
3,528
-245
-6% -$29.7K 0.01% 956
2025
Q4 		$412K Sell
3,773
-734
-16% -$107K 0.01% 1002
2025
Q3 		$638K Sell
4,507
-530
-11% -$77.2K 0.01% 918
2025
Q2 		$815K Buy
5,037
+516
+11% +$64K 0.01% 835
2025
Q1 		$483K Buy
4,521
+637
+16% +$88.8K 0.01% 934
2024
Q4 		$479K Buy
3,884
+1,232
+46% +$174K 0.01% 934
2024
Q3 		$379K Buy
2,652
+1,579
+147% +$224K 0.01% 994
2024
Q2 		$176K Buy
+1,073
New +$133K ﹤0.01% 1134

Other funds holding ARM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Advisors Asset Management's ARM Position: Q3 2026 in Review

Advisors Asset Management increased its Arm (ARM) stake by 687% in Q3 2026, buying an estimated $7.43M and bringing the position to 31,267 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #947.

Advisors Asset Management first reported a position in ARM in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q2 2026. 554 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

  • Advisors Asset Management held 31,267 shares of Arm worth $833K as of Q3 2026.
  • Advisors Asset Management bought 27,293 Arm shares in Q3 2026, an estimated $7.43M.
  • Arm made up 0.01% of Advisors Asset Management's portfolio in Q3 2026, its #947 holding.
  • Advisors Asset Management first reported a position in Arm in Q2 2024 and has held it in 10 quarters since.
  • Advisors Asset Management's Arm position peaked at $1.41M in Q2 2026.
  • 554 funds tracked by Wall St. Rank held Arm as of Q3 2026.

Based on Advisors Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.