Arkadios Wealth Advisors’s Arm ARM Stock Holding History

Arkadios Wealth 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 Q1	$693K	Buy	4,584 +1,886	+70%	+$229K	0.01%	953
2025 Q4	$295K	Sell	2,698 -2	-0.1%	-$291	0.01%	1262
2025 Q3	$382K	Sell	2,700 -1,897	-41%	-$276K	0.01%	1066
2025 Q2	$744K	Buy	4,597 +769	+20%	+$95.5K	0.02%	697
2025 Q1	$409K	Buy	3,828 +1,123	+42%	+$157K	0.02%	782
2024 Q4	$334K	Sell	2,705 -1,248	-32%	-$176K	0.02%	686
2024 Q3	$565K	Buy	3,953 +333	+9%	+$47.3K	0.03%	501
2024 Q2	$592K	Buy	+3,620	New	+$450K	0.04%	419

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

Arkadios Wealth Advisors's ARM Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Arm (ARM) stake by 70% in Q1 2026, buying an estimated $229K and bringing the position to 4,584 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #953.

Arkadios Wealth Advisors first reported a position in ARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $744K in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

Arkadios Wealth Advisors held 4,584 shares of Arm worth $693K as of Q1 2026.
Arkadios Wealth Advisors bought 1,886 Arm shares in Q1 2026, an estimated $229K.
Arm made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #953 holding.
Arkadios Wealth Advisors first reported a position in Arm in Q2 2024 and has held it in 8 quarters since.
Arkadios Wealth Advisors's Arm position peaked at $744K in Q2 2025.
742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.