MWA
ARM icon

Medallion Wealth Advisors’s Arm ARM Stock Holding History

Medallion Wealth Advisors’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 		$47.9K Hold
135
– – 0.02% 476
2026
Q1 		$20.4K Hold
135
– – 0.01% 653
2025
Q4 		$14.8K Hold
135
– – 0.01% 692
2025
Q3 		$19.1K Hold
135
– – 0.01% 640
2025
Q2 		$21.1K Hold
135
– – 0.01% 612
2025
Q1 		$14.4K Hold
135
– – 0.01% 627
2024
Q4 		$16.7K Buy
+135
New +$19K 0.01% 591

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

Medallion Wealth Advisors's ARM Position: Q2 2026 in Review

Medallion Wealth Advisors held its Arm (ARM) position steady in Q2 2026 at 135 shares worth $47.9K. The position accounts for 0.02% of the portfolio, ranked #476.

Medallion Wealth Advisors first reported a position in ARM in Q4 2024 and has held it in 7 quarters since. 960 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Medallion Wealth Advisors held 135 shares of Arm worth $47.9K as of Q2 2026.
  • Medallion Wealth Advisors left its Arm share count unchanged in Q2 2026.
  • Arm made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #476 holding.
  • Medallion Wealth Advisors first reported a position in Arm in Q4 2024 and has held it in 7 quarters since.
  • 960 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.