CFP
ARM icon

Comprehensive Financial Planning’s Arm ARM Stock Holding History

Comprehensive Financial Planning’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 		$249K Buy
701
+1
+0.1% +$266 0.13% 110
2026
Q1 		$106K Hold
700
– – 0.07% 122
2025
Q4 		$76.5K Hold
700
– – 0.05% 141
2025
Q3 		$99K Hold
700
– – 0.07% 131
2025
Q2 		$113K Hold
700
– – 0.09% 118
2025
Q1 		$74.8K Hold
700
– – 0.07% 116
2024
Q4 		$86.4K Buy
+700
New +$98.7K 0.07% 132

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

Comprehensive Financial Planning's ARM Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Arm (ARM) stake by 0.14% in Q2 2026, buying an estimated $266 and bringing the position to 701 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #110.

Comprehensive Financial Planning first reported a position in ARM in Q4 2024 and has held it in 7 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Comprehensive Financial Planning held 701 shares of Arm worth $249K as of Q2 2026.
  • Comprehensive Financial Planning bought 1 Arm share in Q2 2026, an estimated $266.
  • Arm made up 0.13% of Comprehensive Financial Planning's portfolio in Q2 2026, its #110 holding.
  • Comprehensive Financial Planning first reported a position in Arm in Q4 2024 and has held it in 7 quarters since.
  • 956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.