Evanson Asset Management’s Alarm.com ALRM Stock Holding History

Evanson Asset Management’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	$7.02M	Sell	162,538 -6,376	-4%	-$304K	0.38%	38
2025 Q4	$8.62M	Sell	168,914 -542	-0.3%	-$27.6K	0.47%	32
2025 Q3	$8.99M	Sell	169,456 -55	-0%	-$3.07K	0.51%	32
2025 Q2	$9.59M	Sell	169,511 -275	-0.2%	-$15.3K	0.6%	31
2025 Q1	$9.45M	Sell	169,786 -40,300	-19%	-$2.42M	0.67%	29
2024 Q4	$12.8M	Sell	210,086 -4,039	-2%	-$241K	0.87%	24
2024 Q3	$11.7M	Sell	214,125 -2,000	-0.9%	-$123K	0.83%	27
2024 Q2	$13.7M	Hold	216,125	–	–	1.01%	22
2024 Q1	$15.7M	Hold	216,125	–	–	1.17%	19
2023 Q4	$14M	Buy	216,125 +21,600	+11%	+$1.24M	1.13%	18
2023 Q3	$11.9M	Buy	194,525 +138,850	+249%	+$7.85M	1.1%	18
2023 Q2	$2.88M	Hold	55,675	–	–	0.26%	42
2023 Q1	$2.8M	Sell	55,675 -300	-0.5%	-$15.4K	0.28%	40
2022 Q4	$2.77M	Hold	55,975	–	–	0.3%	41
2022 Q3	$3.63M	Buy	55,975 +300	+0.5%	+$20.6K	0.43%	26
2022 Q2	$3.44M	Hold	55,675	–	–	0.38%	29
2022 Q1	$3.7M	Hold	55,675	–	–	0.36%	32
2021 Q4	$4.72M	Hold	55,675	–	–	0.42%	27
2021 Q3	$4.89M	Hold	55,675	–	–	0.5%	28
2021 Q2	$4.72M	Sell	55,675 -125	-0.2%	-$10.7K	0.49%	28
2021 Q1	$4.82M	Sell	55,800 -200	-0.4%	-$18.9K	0.71%	23
2020 Q4	$5.79M	Sell	56,000 -30,000	-35%	-$2.18M	0.92%	18
2020 Q3	$4.75M	Sell	86,000 -12,000	-12%	-$742K	0.86%	19
2020 Q2	$6.35M	Sell	98,000 -52,000	-35%	-$2.62M	1.26%	12
2020 Q1	$5.84M	Hold	150,000	–	–	1.39%	13
2019 Q4	$6.45M	Sell	150,000 -4,000	-3%	-$180K	1.27%	16
2019 Q3	$7.18M	Sell	154,000 -2,000	-1%	-$98K	1.48%	15
2019 Q2	$8.35M	Hold	156,000	–	–	1.69%	12
2019 Q1	$10.1M	Sell	156,000 -28,000	-15%	-$1.7M	2.09%	7
2018 Q4	$9.54M	Sell	184,000 -15,500	-8%	-$749K	2.18%	6
2018 Q3	$11.5M	Hold	199,500	–	–	2.33%	5
2018 Q2	$8.06M	Hold	199,500	–	–	1.6%	10
2018 Q1	$7.53M	Hold	199,500	–	–	1.55%	10
2017 Q4	$7.53M	Hold	199,500	–	–	1.53%	10
2017 Q3	$9.01M	Hold	199,500	–	–	1.93%	8
2017 Q2	$7.51M	Hold	199,500	–	–	1.73%	10
2017 Q1	$6.13M	Hold	199,500	–	–	1.51%	13
2016 Q4	$5.55M	Sell	199,500 -38,000	-16%	-$1.1M	1.54%	11
2016 Q3	$6.85M	Sell	237,500 -54,100	-19%	-$1.51M	1.95%	9
2016 Q2	$7.47M	Buy	+291,600	New	+$6.56M	2.26%	8

Other funds holding ALRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Evanson Asset Management's ALRM Position: Q1 2026 in Review

Evanson Asset Management reduced its Alarm.com (ALRM) stake by 3.8% in Q1 2026, selling an estimated $304K and leaving 162,538 shares worth $7.02M. The position accounts for 0.38% of the portfolio, ranked #38.

Evanson Asset Management first reported a position in ALRM in Q2 2016 and has held it in 40 quarters since. The position peaked at $15.7M in Q1 2024. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.

Evanson Asset Management held 162,538 shares of Alarm.com worth $7.02M as of Q1 2026.
Evanson Asset Management sold 6,376 Alarm.com shares in Q1 2026, an estimated $304K.
Alarm.com made up 0.38% of Evanson Asset Management's portfolio in Q1 2026, its #38 holding.
Evanson Asset Management first reported a position in Alarm.com in Q2 2016 and has held it in 40 quarters since.
Evanson Asset Management's Alarm.com position peaked at $15.7M in Q1 2024.
295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.