IAA
ARM icon

Independent Advisor Alliance’s Arm ARM Stock Holding History

Independent Advisor Alliance’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 		$402K Sell
2,658
-415
-14% -$50.4K ﹤0.01% 1203
2025
Q4 		$336K Sell
3,073
-27
-0.9% -$3.93K 0.01% 764
2025
Q3 		$439K Buy
3,100
+193
+7% +$28.1K 0.01% 662
2025
Q2 		$470K Buy
2,907
+623
+27% +$77.3K 0.01% 605
2025
Q1 		$244K Sell
2,284
-24
-1% -$3.35K 0.01% 715
2024
Q4 		$285K Buy
2,308
+18
+0.8% +$2.54K ﹤0.01% 1158
2024
Q3 		$327K Sell
2,290
-176
-7% -$25K 0.01% 542
2024
Q2 		$403K Buy
2,466
+748
+44% +$93K 0.01% 505
2024
Q1 		$215K Buy
+1,718
New +$182K 0.01% 645

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Independent Advisor Alliance's ARM Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Arm (ARM) stake by 14% in Q1 2026, selling an estimated $50.4K and leaving 2,658 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Independent Advisor Alliance first reported a position in ARM in Q1 2024 and has held it in 9 quarters since. The position peaked at $470K in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Independent Advisor Alliance held 2,658 shares of Arm worth $402K as of Q1 2026.
  • Independent Advisor Alliance sold 415 Arm shares in Q1 2026, an estimated $50.4K.
  • Arm made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1203 holding.
  • Independent Advisor Alliance first reported a position in Arm in Q1 2024 and has held it in 9 quarters since.
  • Independent Advisor Alliance's Arm position peaked at $470K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.