Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$56.5K Sell
195
-9
-4% -$2.45K 0.02% 289
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

Barrett & Company's ARM Position: Q3 2026 in Review

Barrett & Company reduced its Arm (ARM) stake by 4.4% in Q3 2026, selling an estimated $2.45K and leaving 195 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #289.

Barrett & Company first reported a position in ARM in Q1 2026 and has held it in 3 quarters since. The position peaked at $72.3K in Q2 2026. 505 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

  • Barrett & Company held 195 shares of Arm worth $56.5K as of Q3 2026.
  • Barrett & Company sold 9 Arm shares in Q3 2026, an estimated $2.45K.
  • Arm made up 0.02% of Barrett & Company's portfolio in Q3 2026, its #289 holding.
  • Barrett & Company first reported a position in Arm in Q1 2026 and has held it in 3 quarters since.
  • Barrett & Company's Arm position peaked at $72.3K in Q2 2026.
  • 505 funds tracked by Wall St. Rank held Arm as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.