Laurel Oak Wealth Management’s Arm ARM Stock Holding History

Laurel Oak Wealth Management’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	$504K	Hold	1,421	–	–	0.07%	202
2026 Q1	$215K	Buy	+1,421	New	+$172K	0.04%	323

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

Laurel Oak Wealth Management's ARM Position: Q2 2026 in Review

Laurel Oak Wealth Management held its Arm (ARM) position steady in Q2 2026 at 1,421 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #202.

Laurel Oak Wealth Management first reported a position in ARM in Q1 2026 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Laurel Oak Wealth Management held 1,421 shares of Arm worth $504K as of Q2 2026.
Laurel Oak Wealth Management left its Arm share count unchanged in Q2 2026.
Arm made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #202 holding.
Laurel Oak Wealth Management first reported a position in Arm in Q1 2026 and has held it in 2 quarters since.
955 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.