JWA
ALRM icon

JFS Wealth Advisors’s Alarm.com ALRM Stock Holding History

JFS Wealth Advisors’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07K Buy
23
+2
+10% +$90 ﹤0.01% 1788
2026
Q1 		$907 Sell
21
-1
-5% -$48 ﹤0.01% 1685
2025
Q4 		$1.12K Buy
22
+9
+69% +$459 ﹤0.01% 1685
2025
Q3 		$691 Buy
13
+8
+160% +$446 ﹤0.01% 1697
2025
Q2 		$283 Sell
5
-17
-77% -$943 ﹤0.01% 1763
2025
Q1 		$1.23K Hold
22
– – ﹤0.01% 1608
2024
Q4 		$1.34K Buy
22
+5
+29% +$298 ﹤0.01% 1615
2024
Q3 		$930 Buy
17
+1
+6% +$61 ﹤0.01% 1710
2024
Q2 		$1.02K Hold
16
– – ﹤0.01% 1664
2024
Q1 		$1.16K Hold
16
– – ﹤0.01% 1619
2023
Q4 		$1.03K Sell
16
-8
-33% -$459 ﹤0.01% 1656
2023
Q3 		$1.47K Buy
24
+5
+26% +$283 ﹤0.01% 1480
2023
Q2 		$982 Sell
19
-1
-5% -$49 ﹤0.01% 1613
2023
Q1 		$1.01K Hold
20
– – ﹤0.01% 1583
2022
Q4 		$990 Buy
20
+2
+11% +$110 ﹤0.01% 1606
2022
Q3 		$1K Hold
18
– – ﹤0.01% 1467
2022
Q2 		$1K Buy
18
+2
+13% +$123 ﹤0.01% 1453
2022
Q1 		$1K Buy
16
+10
+167% +$708 ﹤0.01% 1559
2021
Q4 		$1K Buy
+6
New +$491 ﹤0.01% 1238

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JFS Wealth Advisors's ALRM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Alarm.com (ALRM) stake by 9.5% in Q2 2026, buying an estimated $90 and bringing the position to 23 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

JFS Wealth Advisors first reported a position in ALRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.47K in Q3 2023. 314 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • JFS Wealth Advisors held 23 shares of Alarm.com worth $1.07K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Alarm.com shares in Q2 2026, an estimated $90.
  • Alarm.com made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1788 holding.
  • JFS Wealth Advisors first reported a position in Alarm.com in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Alarm.com position peaked at $1.47K in Q3 2023.
  • 314 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.