Concord Wealth Partners’s Arm ARM Stock Holding History

Concord Wealth Partners’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	$57.1K	Buy	+161	New	+$42.8K	0.01%	351
2026 Q1	–	Sell	-161	Closed	-$17.6K	–	244
2025 Q4	$17.6K	Hold	161	–	–	﹤0.01%	461
2025 Q3	$22.8K	Hold	161	–	–	﹤0.01%	444
2025 Q2	$26K	Hold	161	–	–	﹤0.01%	434
2025 Q1	$17.2K	Hold	161	–	–	﹤0.01%	449
2024 Q4	$19.9K	Hold	161	–	–	﹤0.01%	455
2024 Q3	$23K	Buy	+161	New	+$22.9K	﹤0.01%	449

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Concord Wealth Partners's ARM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Arm (ARM) in Q2 2026: 161 shares worth $57.1K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ARM as recently as Q4 2025.

Concord Wealth Partners first reported a position in ARM in Q3 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Concord Wealth Partners held 161 shares of Arm worth $57.1K as of Q2 2026.
Arm was a new Concord Wealth Partners position in Q2 2026.
Arm made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #351 holding.
Concord Wealth Partners first reported a position in Arm in Q3 2024 and has held it in 7 quarters since.
955 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.