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 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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

AE Wealth Management's ARM Position: Q1 2026 in Review

AE Wealth Management increased its Arm (ARM) stake by 67% in Q1 2026, buying an estimated $182K and bringing the position to 3,745 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

AE Wealth Management first reported a position in ARM in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.93M in Q2 2024. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

AE Wealth Management held 3,745 shares of Arm worth $566K as of Q1 2026.
AE Wealth Management bought 1,499 Arm shares in Q1 2026, an estimated $182K.
Arm made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1047 holding.
AE Wealth Management first reported a position in Arm in Q2 2024 and has held it in 6 quarters since.
AE Wealth Management's Arm position peaked at $4.93M in Q2 2024.
742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.