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Mount Yale Investment Advisors’s Arm ARM Stock Holding History

Mount Yale Investment 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
Q1 		$2.03M Buy
13,443
+1,029
+8% +$125K 0.05% 367
2025
Q4 		$1.36M Buy
12,414
+8,957
+259% +$1.3M 0.07% 256
2025
Q3 		$489K Buy
3,457
+3,401
+6,073% +$495K 0.03% 421
2025
Q2 		$9.06K Buy
+56
New +$6.95K ﹤0.01% 1154

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Mount Yale Investment Advisors's ARM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Arm (ARM) stake by 8.3% in Q1 2026, buying an estimated $125K and bringing the position to 13,443 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #367.

Mount Yale Investment Advisors first reported a position in ARM in Q2 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Mount Yale Investment Advisors held 13,443 shares of Arm worth $2.03M as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,029 Arm shares in Q1 2026, an estimated $125K.
  • Arm made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #367 holding.
  • Mount Yale Investment Advisors first reported a position in Arm in Q2 2025 and has held it in 4 quarters since.
  • 743 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.