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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Aramark ARMK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ARMK Stock Details ARMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,636
Closed -$61.1K – 482
2024
Q4 		$61.1K Buy
1,636
+62
+4% +$2.41K 0.02% 232
2024
Q3 		$61K Buy
+1,574
New +$55.5K 0.03% 203

Other funds holding ARMK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ARMK Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Aramark (ARMK) in Q1 2025, closing a stake of 1,636 shares — an estimated $61.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ARMK in Q3 2024 and held it in 2 quarters. The position peaked at $61.1K in Q4 2024. 360 funds tracked by Wall St. Rank hold ARMK as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Aramark position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,636 Aramark shares in Q1 2025, an estimated $61.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Aramark in Q3 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Aramark position peaked at $61.1K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Aramark as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.