CIAS
ALRM icon

CBIZ Investment Advisory Services’s Alarm.com ALRM Stock Holding History

CBIZ Investment Advisory Services’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-81
Closed -$4.13K – 434
2025
Q4 		$4.13K Buy
+81
New +$4.13K ﹤0.01% 541

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

CBIZ Investment Advisory Services's ALRM Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Alarm.com (ALRM) in Q1 2026, closing a stake of 81 shares — an estimated $4.13K sold.

CBIZ Investment Advisory Services first reported a position in ALRM in Q4 2025 and held it in 1 quarter. The position peaked at $4.13K in Q4 2025. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Alarm.com position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 81 Alarm.com shares in Q1 2026, an estimated $4.13K.
  • CBIZ Investment Advisory Services first reported a position in Alarm.com in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Alarm.com position peaked at $4.13K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.