Barrett & Company’s Arm ARM Stock Holding History

Barrett & Company’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	$72.3K	Sell	204 -96	-32%	-$25.5K	0.02%	280
2026 Q1	$45.4K	Buy	+300	New	+$36.4K	0.02%	298

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

Barrett & Company's ARM Position: Q2 2026 in Review

Barrett & Company reduced its Arm (ARM) stake by 32% in Q2 2026, selling an estimated $25.5K and leaving 204 shares worth $72.3K. The position accounts for 0.02% of the portfolio, ranked #280.

Barrett & Company first reported a position in ARM in Q1 2026 and has held it in 2 quarters since. 960 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Barrett & Company held 204 shares of Arm worth $72.3K as of Q2 2026.
Barrett & Company sold 96 Arm shares in Q2 2026, an estimated $25.5K.
Arm made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #280 holding.
Barrett & Company first reported a position in Arm in Q1 2026 and has held it in 2 quarters since.
960 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.