Costello Asset Management’s Arm ARM Stock Holding History

Costello Asset Management’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	$1.09M	Sell	3,064 -193	-6%	-$51.3K	0.33%	48
2026 Q1	$493K	Buy	3,257 +34	+1%	+$4.13K	0.17%	69
2025 Q4	$352K	Buy	3,223 +789	+32%	+$115K	0.12%	81
2025 Q3	$344K	Buy	2,434 +2	+0.1%	+$291	0.12%	85
2025 Q2	$393K	Buy	2,432 +38	+2%	+$4.72K	0.15%	74
2025 Q1	$256K	Buy	+2,394	New	+$334K	0.1%	96

Other funds holding ARM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

DSAM

Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Costello Asset Management's ARM Position: Q2 2026 in Review

Costello Asset Management reduced its Arm (ARM) stake by 5.9% in Q2 2026, selling an estimated $51.3K and leaving 3,064 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #48.

Costello Asset Management first reported a position in ARM in Q1 2025 and has held it in 6 quarters since. 398 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Costello Asset Management held 3,064 shares of Arm worth $1.09M as of Q2 2026.
Costello Asset Management sold 193 Arm shares in Q2 2026, an estimated $51.3K.
Arm made up 0.33% of Costello Asset Management's portfolio in Q2 2026, its #48 holding.
Costello Asset Management first reported a position in Arm in Q1 2025 and has held it in 6 quarters since.
398 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.