Lake Street Private Wealth’s Arm ARM Stock Holding History

Lake Street Private Wealth’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	$1.61M	Sell	4,531 -879	-16%	-$234K	0.18%	98
2026 Q1	$818K	Sell	5,410 -477	-8%	-$57.9K	0.1%	128
2025 Q4	$644K	Sell	5,887 -1,643	-22%	-$239K	0.08%	149
2025 Q3	$1.07M	Buy	7,530 +495	+7%	+$72.1K	0.14%	108
2025 Q2	$1.14M	Buy	7,035 +1,510	+27%	+$187K	0.16%	102
2025 Q1	$590K	Buy	5,525 +965	+21%	+$135K	0.1%	139
2024 Q4	$563K	Sell	4,560 -378	-8%	-$53.3K	0.09%	142
2024 Q3	$706K	Buy	4,938 +2,273	+85%	+$323K	0.11%	134
2024 Q2	$436K	Buy	+2,665	New	+$331K	0.06%	236

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

Lake Street Private Wealth's ARM Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Arm (ARM) stake by 16% in Q2 2026, selling an estimated $234K and leaving 4,531 shares worth $1.61M. The position accounts for 0.18% of the portfolio, ranked #98.

Lake Street Private Wealth first reported a position in ARM in Q2 2024 and has held it in 9 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Lake Street Private Wealth held 4,531 shares of Arm worth $1.61M as of Q2 2026.
Lake Street Private Wealth sold 879 Arm shares in Q2 2026, an estimated $234K.
Arm made up 0.18% of Lake Street Private Wealth's portfolio in Q2 2026, its #98 holding.
Lake Street Private Wealth first reported a position in Arm in Q2 2024 and has held it in 9 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.