IAM Advisory’s Arm ARM Stock Holding History

IAM Advisory’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 Q1	–	Sell	-4,597	Closed	-$502K	–	97
2025 Q4	$502K	Buy	4,597 +53	+1%	+$7.71K	0.11%	73
2025 Q3	$643K	Sell	4,544 -12	-0.3%	-$1.75K	0.14%	69
2025 Q2	$737K	Buy	4,556 +134	+3%	+$16.6K	0.18%	66
2025 Q1	$472K	Sell	4,422 -289	-6%	-$40.3K	0.12%	76
2024 Q4	$581K	Buy	4,711 +20	+0.4%	+$2.82K	0.15%	73
2024 Q3	$671K	Buy	+4,691	New	+$667K	0.17%	69

Other funds holding ARM

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

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

IAM Advisory's ARM Position: Q1 2026 in Review

IAM Advisory sold out of Arm (ARM) in Q1 2026, closing a stake of 4,597 shares — an estimated $502K sold.

IAM Advisory first reported a position in ARM in Q3 2024 and held it in 6 quarters. The position peaked at $737K in Q2 2025. 746 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

IAM Advisory reported no remaining Arm position as of Q1 2026 after selling out during the quarter.
IAM Advisory sold 4,597 Arm shares in Q1 2026, an estimated $502K.
IAM Advisory first reported a position in Arm in Q3 2024 and held it in 6 quarters.
IAM Advisory's Arm position peaked at $737K in Q2 2025.
746 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on IAM Advisory's 13F filing for Q1 2026, filed 10 Apr 2026.