LRI Investments’s Arm ARM Stock Holding History

LRI Investments’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	$34K	Hold	96	–	–	﹤0.01%	626
2026 Q1	$14.5K	Buy	+96	New	+$11.7K	﹤0.01%	779

Other funds holding ARM

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

LRI Investments's ARM Position: Q2 2026 in Review

LRI Investments held its Arm (ARM) position steady in Q2 2026 at 96 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

LRI Investments first reported a position in ARM in Q1 2026 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

LRI Investments held 96 shares of Arm worth $34K as of Q2 2026.
LRI Investments left its Arm share count unchanged in Q2 2026.
Arm made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #626 holding.
LRI Investments first reported a position in Arm in Q1 2026 and has held it in 2 quarters since.
366 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.