LWM
ARM icon

Lodestone Wealth Management’s Arm ARM Stock Holding History

Lodestone 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 		$709 Hold
2
– – ﹤0.01% 744
2026
Q1 		$303 Sell
2
-74
-97% -$8.98K ﹤0.01% 757
2025
Q4 		$8.31K Buy
+76
New +$11.1K ﹤0.01% 531

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

Lodestone Wealth Management's ARM Position: Q2 2026 in Review

Lodestone Wealth Management held its Arm (ARM) position steady in Q2 2026 at 2 shares worth $709. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Lodestone Wealth Management first reported a position in ARM in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.31K in Q4 2025. 955 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Lodestone Wealth Management held 2 shares of Arm worth $709 as of Q2 2026.
  • Lodestone Wealth Management left its Arm share count unchanged in Q2 2026.
  • Arm made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #744 holding.
  • Lodestone Wealth Management first reported a position in Arm in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Arm position peaked at $8.31K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.