Independent Solutions Wealth Management’s Arm ARM Stock Holding History

Independent Solutions Wealth 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	$5.27M	Sell	14,873 -163	-1%	-$43.3K	0.69%	34
2026 Q1	$2.27M	Buy	15,036 +1,771	+13%	+$215K	0.33%	83
2025 Q4	$1.45M	Sell	13,265 -4,483	-25%	-$652K	0.27%	102
2025 Q3	$2.51M	Buy	17,748 +679	+4%	+$98.9K	0.45%	73
2025 Q2	$2.76M	Buy	17,069 +498	+3%	+$61.8K	0.54%	58
2025 Q1	$1.77M	Buy	16,571 +278	+2%	+$38.8K	0.4%	79
2024 Q4	$2.01M	Buy	16,293 +1,621	+11%	+$229K	0.44%	73
2024 Q3	$2.1M	Sell	14,672 -3,280	-18%	-$466K	0.47%	63
2024 Q2	$2.94M	Buy	17,952 +1,911	+12%	+$238K	0.67%	43
2024 Q1	$2M	Buy	+16,041	New	+$1.7M	0.48%	64

Other funds holding ARM

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Independent Solutions Wealth Management's ARM Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Arm (ARM) stake by 1.1% in Q2 2026, selling an estimated $43.3K and leaving 14,873 shares worth $5.27M. The position accounts for 0.69% of the portfolio, ranked #34.

Independent Solutions Wealth Management first reported a position in ARM in Q1 2024 and has held it in 10 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Independent Solutions Wealth Management held 14,873 shares of Arm worth $5.27M as of Q2 2026.
Independent Solutions Wealth Management sold 163 Arm shares in Q2 2026, an estimated $43.3K.
Arm made up 0.69% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #34 holding.
Independent Solutions Wealth Management first reported a position in Arm in Q1 2024 and has held it in 10 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.