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
2025
Q4 		– Sell
-2,600
Closed -$368K – 5881
2025
Q3 		$368K Hold
2,600
– – ﹤0.01% 4882
2025
Q2 		$421K Buy
2,600
+600
+30% +$74.5K ﹤0.01% 4521
2025
Q1 		$214K Buy
+2,000
New +$279K ﹤0.01% 4820

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

LPL Financial's ARM Position: Q1 2026 in Review

LPL Financial reduced its Arm (ARM) stake by 2.8% in Q1 2026, selling an estimated $907K and leaving 260,253 shares worth $39.4M. The position accounts for 0.01% of the portfolio, ranked #1041.

LPL Financial first reported a position in ARM in Q3 2023 and has held it in 11 quarters since. The position peaked at $46.1M in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • LPL Financial held 260,253 shares of Arm worth $39.4M as of Q1 2026.
  • LPL Financial sold 7,477 Arm shares in Q1 2026, an estimated $907K.
  • Arm made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1041 holding.
  • LPL Financial first reported a position in Arm in Q3 2023 and has held it in 11 quarters since.
  • LPL Financial's Arm position peaked at $46.1M in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.