BFSG LLC’s Arm ARM Stock Holding History

BFSG 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 Q1	$106K	Hold	700	–	–	0.01%	356
2025 Q4	$76.5K	Hold	700	–	–	0.01%	365
2025 Q3	$99K	Hold	700	–	–	0.01%	346
2025 Q2	$113K	Hold	700	–	–	0.01%	313
2025 Q1	$74.8K	Hold	700	–	–	0.01%	340
2024 Q4	$86.4K	Hold	700	–	–	0.01%	327
2024 Q3	$100K	Hold	700	–	–	0.01%	325
2024 Q2	$115K	Hold	700	–	–	0.01%	287
2024 Q1	$87.5K	Hold	700	–	–	0.01%	330
2023 Q4	$52.6K	Buy	+700	New	+$40.9K	0.01%	351

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

BFSG LLC's ARM Position: Q1 2026 in Review

BFSG LLC held its Arm (ARM) position steady in Q1 2026 at 700 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #356.

BFSG LLC first reported a position in ARM in Q4 2023 and has held it in 10 quarters since. The position peaked at $115K in Q2 2024. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

BFSG LLC held 700 shares of Arm worth $106K as of Q1 2026.
BFSG LLC left its Arm share count unchanged in Q1 2026.
Arm made up 0.01% of BFSG LLC's portfolio in Q1 2026, its #356 holding.
BFSG LLC first reported a position in Arm in Q4 2023 and has held it in 10 quarters since.
BFSG LLC's Arm position peaked at $115K in Q2 2024.
742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.