MWM
ARM icon

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
2025
Q3 		– Hold
0
– -$80.9K – 709
2025
Q2 		– Hold
0
– – – 673
2025
Q1 		– Hold
0
– – – 663
2024
Q4 		– Hold
0
– – – 649
2024
Q3 		– Hold
0
– – – 667
2024
Q2 		– Hold
0
– – – 644

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

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.