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Asset Planning Inc’s Arm ARM Stock Holding History

Asset Planning Inc’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 		$53.2K Buy
150
+50
+50% +$13.3K 0.03% 154
2026
Q1 		$15.1K Hold
100
– – 0.01% 222
2025
Q4 		$10.9K Hold
100
– – 0.01% 227
2025
Q3 		$14.1K Buy
+100
New +$14.6K 0.01% 225

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 Planning Inc's ARM Position: Q2 2026 in Review

Asset Planning Inc increased its Arm (ARM) stake by 50% in Q2 2026, buying an estimated $13.3K and bringing the position to 150 shares worth $53.2K. The position accounts for 0.03% of the portfolio, ranked #154.

Asset Planning Inc first reported a position in ARM in Q3 2025 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Asset Planning Inc held 150 shares of Arm worth $53.2K as of Q2 2026.
  • Asset Planning Inc bought 50 Arm shares in Q2 2026, an estimated $13.3K.
  • Arm made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #154 holding.
  • Asset Planning Inc first reported a position in Arm in Q3 2025 and has held it in 4 quarters since.
  • 957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.