Medallion Wealth Advisors
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
Q3 		$39.1K Hold
135
– – 0.01% 496
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 $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Medallion Wealth Advisors's ARM Position: Q3 2026 in Review

Medallion Wealth Advisors held its Arm (ARM) position steady in Q3 2026 at 135 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #496.

Medallion Wealth Advisors first reported a position in ARM in Q4 2024 and has held it in 8 quarters since. The position peaked at $47.9K in Q2 2026. 778 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

  • Medallion Wealth Advisors held 135 shares of Arm worth $39.1K as of Q3 2026.
  • Medallion Wealth Advisors left its Arm share count unchanged in Q3 2026.
  • Arm made up 0.01% of Medallion Wealth Advisors's portfolio in Q3 2026, its #496 holding.
  • Medallion Wealth Advisors first reported a position in Arm in Q4 2024 and has held it in 8 quarters since.
  • Medallion Wealth Advisors's Arm position peaked at $47.9K in Q2 2026.
  • 778 funds tracked by Wall St. Rank held Arm as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.