KFP
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Kerr Financial Planning’s Arm ARM Stock Holding History

Kerr Financial Planning’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 		$860K Hold
2,425
– – 0.96% 22
2026
Q1 		$481K Sell
2,425
-250
-9% -$30.3K 0.34% 39
2025
Q4 		$302K Hold
2,675
– – 0.41% 55
2025
Q3 		$381K Buy
+2,675
New +$390K 0.54% 42

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kerr Financial Planning's ARM Position: Q2 2026 in Review

Kerr Financial Planning held its Arm (ARM) position steady in Q2 2026 at 2,425 shares worth $860K. The position accounts for 0.96% of the portfolio, ranked #22.

Kerr Financial Planning first reported a position in ARM in Q3 2025 and has held it in 4 quarters since. 955 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Kerr Financial Planning held 2,425 shares of Arm worth $860K as of Q2 2026.
  • Kerr Financial Planning left its Arm share count unchanged in Q2 2026.
  • Arm made up 0.96% of Kerr Financial Planning's portfolio in Q2 2026, its #22 holding.
  • Kerr Financial Planning first reported a position in Arm in Q3 2025 and has held it in 4 quarters since.
  • 955 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.