Mission Wealth Management’s Arm ARM Stock Holding History

Mission Wealth Management’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	$851K	Buy	+2,400	New	+$638K	0.01%	525
2025 Q3	–	Sell	-1,210	Closed	-$196K	–	708
2025 Q2	$196K	Sell	1,210 -20,087	-94%	-$2.49M	﹤0.01%	661
2025 Q1	$2.27M	Buy	21,297 +19,730	+1,259%	+$2.75M	0.06%	181
2024 Q4	$193K	Buy	1,567 +205	+15%	+$28.9K	﹤0.01%	629
2024 Q3	$195K	Buy	1,362 +140	+11%	+$19.9K	﹤0.01%	643
2024 Q2	$200K	Sell	1,222 -560	-31%	-$69.6K	0.01%	621
2024 Q1	$223K	Buy	+1,782	New	+$189K	0.01%	620

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mission Wealth Management's ARM Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Arm (ARM) in Q2 2026: 2,400 shares worth $851K. The stake represents 0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in ARM as recently as Q2 2025.

Mission Wealth Management first reported a position in ARM in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q1 2025. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Mission Wealth Management held 2,400 shares of Arm worth $851K as of Q2 2026.
Arm was a new Mission Wealth Management position in Q2 2026.
Arm made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #525 holding.
Mission Wealth Management first reported a position in Arm in Q1 2024 and has held it in 7 quarters since.
Mission Wealth Management's Arm position peaked at $2.27M in Q1 2025.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.