AE Wealth Management’s Arm ARM Stock Holding History

AE 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	$1.28M	Sell	3,599 -146	-4%	-$38.8K	0.01%	817
2026 Q1	$566K	Buy	3,745 +1,499	+67%	+$182K	﹤0.01%	1047
2025 Q4	$246K	Buy	+2,246	New	+$327K	﹤0.01%	1416
2025 Q3	–	Sell	-1,469	Closed	-$238K	–	2287
2025 Q2	$238K	Buy	+1,469	New	+$182K	﹤0.01%	1229
2025 Q1	–	Sell	-25,998	Closed	-$3.21M	–	2150
2024 Q4	$3.21M	Sell	25,998 -1,932	-7%	-$272K	0.03%	432
2024 Q3	$3.99M	Sell	27,930 -2,228	-7%	-$317K	0.04%	374
2024 Q2	$4.93M	Buy	+30,158	New	+$3.75M	0.05%	329

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

AE Wealth Management reduced its Arm (ARM) stake by 3.9% in Q2 2026, selling an estimated $38.8K and leaving 3,599 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #817.

AE Wealth Management first reported a position in ARM in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.93M in Q2 2024. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

AE Wealth Management held 3,599 shares of Arm worth $1.28M as of Q2 2026.
AE Wealth Management sold 146 Arm shares in Q2 2026, an estimated $38.8K.
Arm made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #817 holding.
AE Wealth Management first reported a position in Arm in Q2 2024 and has held it in 7 quarters since.
AE Wealth Management's Arm position peaked at $4.93M in Q2 2024.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.