LPL Financial
ARM icon

LPL Financial’s Arm ARM Stock Holding History

LPL Financial’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 		$110M Buy
310,127
+49,874
+19% +$13.3M 0.02% 607
2026
Q1 		$39.4M Sell
260,253
-7,477
-3% -$907K 0.01% 1041
2025
Q4 		$29.3M Sell
267,730
-29,303
-10% -$4.26M 0.01% 1161
2025
Q3 		$42M Buy
297,033
+12,034
+4% +$1.75M 0.01% 929
2025
Q2 		$46.1M Buy
284,999
+32,066
+13% +$3.98M 0.02% 802
2025
Q1 		$27M Buy
252,933
+18,929
+8% +$2.64M 0.01% 978
2024
Q4 		$28.9M Buy
234,004
+11,852
+5% +$1.67M 0.01% 894
2024
Q3 		$31.8M Buy
222,152
+37,595
+20% +$5.34M 0.01% 814
2024
Q2 		$30.2M Buy
184,557
+46,014
+33% +$5.72M 0.02% 783
2024
Q1 		$17.3M Buy
138,543
+78,264
+130% +$8.29M 0.01% 1007
2023
Q4 		$4.53M Buy
60,279
+29,908
+98% +$1.75M ﹤0.01% 1749
2023
Q3 		$1.63M Buy
+30,371
New +$1.68M ﹤0.01% 2479

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

LPL Financial's ARM Position: Q2 2026 in Review

LPL Financial increased its Arm (ARM) stake by 19% in Q2 2026, buying an estimated $13.3M and bringing the position to 310,127 shares worth $110M. The position accounts for 0.02% of the portfolio, ranked #607.

LPL Financial first reported a position in ARM in Q3 2023 and has held it in 12 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • LPL Financial held 310,127 shares of Arm worth $110M as of Q2 2026.
  • LPL Financial bought 49,874 Arm shares in Q2 2026, an estimated $13.3M.
  • Arm made up 0.02% of LPL Financial's portfolio in Q2 2026, its #607 holding.
  • LPL Financial first reported a position in Arm in Q3 2023 and has held it in 12 quarters since.
  • 956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.