IWC
ARM icon

Integrated Wealth Concepts’s Arm ARM Stock Holding History

Integrated Wealth Concepts’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 		$1.88M Buy
12,451
+5,905
+90% +$717K 0.02% 776
2025
Q4 		$716K Sell
6,546
-7,167
-52% -$1.04M 0.01% 922
2025
Q3 		$1.94M Buy
13,713
+3,653
+36% +$532K 0.02% 685
2025
Q2 		$1.63M Sell
10,060
-405
-4% -$50.3K 0.02% 694
2025
Q1 		$1.12M Buy
10,465
+2,025
+24% +$282K 0.01% 781
2024
Q4 		$1.04M Sell
8,440
-2,555
-23% -$360K 0.01% 787
2024
Q3 		$1.57M Buy
10,995
+601
+6% +$85.4K 0.02% 617
2024
Q2 		$1.7M Buy
10,394
+3,167
+44% +$394K 0.02% 565
2024
Q1 		$903K Buy
7,227
+3,387
+88% +$359K 0.01% 799
2023
Q4 		$289K Buy
+3,840
New +$225K ﹤0.01% 1288

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

Integrated Wealth Concepts's ARM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Arm (ARM) stake by 90% in Q1 2026, buying an estimated $717K and bringing the position to 12,451 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #776.

Integrated Wealth Concepts first reported a position in ARM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.94M in Q3 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Integrated Wealth Concepts held 12,451 shares of Arm worth $1.88M as of Q1 2026.
  • Integrated Wealth Concepts bought 5,905 Arm shares in Q1 2026, an estimated $717K.
  • Arm made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #776 holding.
  • Integrated Wealth Concepts first reported a position in Arm in Q4 2023 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's Arm position peaked at $1.94M in Q3 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.