J.W. Cole Advisors’s Arm ARM Stock Holding History

J.W. Cole Advisors’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	$1.04M	Sell	2,938 -4,403	-60%	-$1.17M	0.02%	742
2026 Q1	$1.11M	Buy	7,341 +4,646	+172%	+$564K	0.04%	359
2025 Q4	$270K	Buy	2,695 +633	+31%	+$92K	0.01%	1151
2025 Q3	$292K	Sell	2,062 -1,082	-34%	-$158K	0.01%	1230
2025 Q2	$509K	Sell	3,144 -171	-5%	-$21.2K	0.01%	909
2025 Q1	$354K	Buy	+3,315	New	+$462K	0.01%	884

Other funds holding ARM

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

DSAM

Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

J.W. Cole Advisors's ARM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Arm (ARM) stake by 60% in Q2 2026, selling an estimated $1.17M and leaving 2,938 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #742.

J.W. Cole Advisors first reported a position in ARM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q1 2026. 366 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

J.W. Cole Advisors held 2,938 shares of Arm worth $1.04M as of Q2 2026.
J.W. Cole Advisors sold 4,403 Arm shares in Q2 2026, an estimated $1.17M.
Arm made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #742 holding.
J.W. Cole Advisors first reported a position in Arm in Q1 2025 and has held it in 6 quarters since.
J.W. Cole Advisors's Arm position peaked at $1.11M in Q1 2026.
366 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.