Annis Gardner Whiting Capital Advisors’s Arm ARM Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-3,220	Closed	-$487K	–	400
2026 Q1	$487K	Buy	3,220 +10	+0.3%	+$1.21K	0.08%	192
2025 Q4	$351K	Hold	3,210	–	–	0.07%	229
2025 Q3	$454K	Buy	+3,210	New	+$468K	0.09%	172
2025 Q1	–	Sell	-4,265	Closed	-$526K	–	749
2024 Q4	$526K	Buy	4,265 +205	+5%	+$28.9K	0.15%	125
2024 Q3	$581K	Buy	4,060 +915	+29%	+$130K	0.16%	112
2024 Q2	$515K	Buy	3,145 +1,665	+113%	+$207K	0.15%	128
2024 Q1	$185K	Buy	+1,480	New	+$157K	0.07%	192

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

Annis Gardner Whiting Capital Advisors's ARM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Arm (ARM) in Q2 2026, closing a stake of 3,220 shares — an estimated $487K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ARM in Q1 2024 and held it in 7 quarters. The position peaked at $581K in Q3 2024. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Arm position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 3,220 Arm shares in Q2 2026, an estimated $487K.
Annis Gardner Whiting Capital Advisors first reported a position in Arm in Q1 2024 and held it in 7 quarters.
Annis Gardner Whiting Capital Advisors's Arm position peaked at $581K in Q3 2024.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.