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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
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% 935
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

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Advisors Asset Management's ARM Position: Q1 2026 in Review

Advisors Asset Management reduced its Arm (ARM) stake by 6.5% in Q1 2026, selling an estimated $29.7K and leaving 3,528 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #956.

Advisors Asset Management first reported a position in ARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $815K in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Advisors Asset Management held 3,528 shares of Arm worth $534K as of Q1 2026.
  • Advisors Asset Management sold 245 Arm shares in Q1 2026, an estimated $29.7K.
  • Arm made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #956 holding.
  • Advisors Asset Management first reported a position in Arm in Q2 2024 and has held it in 8 quarters since.
  • Advisors Asset Management's Arm position peaked at $815K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.