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Asset Dedication LLC’s Arm ARM Stock Holding History

Asset Dedication LLC’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 		$606K Buy
1,710
+10
+0.6% +$2.66K 0.04% 220
2026
Q1 		$257K Hold
1,700
– – 0.02% 285
2025
Q4 		$186K Hold
1,700
– – 0.01% 323
2025
Q3 		$241K Hold
1,700
– – 0.02% 308
2025
Q2 		$275K Hold
1,700
– – 0.02% 278
2025
Q1 		$182K Hold
1,700
– – 0.01% 309
2024
Q4 		$210K Sell
1,700
-50
-3% -$7.05K 0.02% 295
2024
Q3 		$250K Buy
1,750
+1,700
+3,400% +$242K 0.02% 299
2024
Q2 		$8.18K Buy
+50
New +$6.22K ﹤0.01% 841

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Asset Dedication LLC's ARM Position: Q2 2026 in Review

Asset Dedication LLC increased its Arm (ARM) stake by 0.59% in Q2 2026, buying an estimated $2.66K and bringing the position to 1,710 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #220.

Asset Dedication LLC first reported a position in ARM in Q2 2024 and has held it in 9 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Asset Dedication LLC held 1,710 shares of Arm worth $606K as of Q2 2026.
  • Asset Dedication LLC bought 10 Arm shares in Q2 2026, an estimated $2.66K.
  • Arm made up 0.04% of Asset Dedication LLC's portfolio in Q2 2026, its #220 holding.
  • Asset Dedication LLC first reported a position in Arm in Q2 2024 and has held it in 9 quarters since.
  • 956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.