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Bogart Wealth LLC’s Arm ARM Stock Holding History

Bogart Wealth 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 		$230K Sell
650
-8
-1% -$2.13K 0.01% 262
2026
Q1 		$99.5K Buy
658
+608
+1,216% +$73.8K ﹤0.01% 362
2025
Q4 		$5.47K Hold
50
– – ﹤0.01% 975
2025
Q3 		$7.08K Sell
50
-20
-29% -$2.91K ﹤0.01% 898
2025
Q2 		$11.3K Hold
70
– – ﹤0.01% 770
2025
Q1 		$7.47K Sell
70
-191
-73% -$26.6K ﹤0.01% 828
2024
Q4 		$32.2K Buy
261
+27
+12% +$3.81K ﹤0.01% 490
2024
Q3 		$33.5K Sell
234
-30
-11% -$4.26K ﹤0.01% 474
2024
Q2 		$43.2K Buy
264
+173
+190% +$21.5K ﹤0.01% 433
2024
Q1 		$11.4K Buy
+91
New +$9.64K ﹤0.01% 622

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

Bogart Wealth LLC's ARM Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Arm (ARM) stake by 1.2% in Q2 2026, selling an estimated $2.13K and leaving 650 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #262.

Bogart Wealth LLC first reported a position in ARM in Q1 2024 and has held it in 10 quarters since. 963 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Bogart Wealth LLC held 650 shares of Arm worth $230K as of Q2 2026.
  • Bogart Wealth LLC sold 8 Arm shares in Q2 2026, an estimated $2.13K.
  • Arm made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #262 holding.
  • Bogart Wealth LLC first reported a position in Arm in Q1 2024 and has held it in 10 quarters since.
  • 963 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.