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Forum Financial Management’s Arm ARM Stock Holding History

Forum Financial 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 		– Sell
-1,678
Closed -$254K – 354
2026
Q1 		$254K Buy
+1,678
New +$204K ﹤0.01% 280
2025
Q3 		– Sell
-1,311
Closed -$212K – 1011
2025
Q2 		$212K Buy
+1,311
New +$163K ﹤0.01% 877

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

Forum Financial Management's ARM Position: Q2 2026 in Review

Forum Financial Management sold out of Arm (ARM) in Q2 2026, closing a stake of 1,678 shares — an estimated $254K sold.

Forum Financial Management first reported a position in ARM in Q2 2025 and held it in 2 quarters. The position peaked at $254K in Q1 2026. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Forum Financial Management reported no remaining Arm position as of Q2 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,678 Arm shares in Q2 2026, an estimated $254K.
  • Forum Financial Management first reported a position in Arm in Q2 2025 and held it in 2 quarters.
  • Forum Financial Management's Arm position peaked at $254K in Q1 2026.
  • 956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.