Mubadala Investment Company’s Arm ARM Stock Holding History

Mubadala Investment Company’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	$320M	Sell	901,960 -475,000	-34%	-$126M	0.92%	3
2026 Q1	$208M	Hold	1,376,960	–	–	1.02%	4
2025 Q4	$151M	Sell	1,376,960 -125,000	-8%	-$18.2M	0.86%	4
2025 Q3	$213M	Hold	1,501,960	–	–	1.19%	4
2025 Q2	$243M	Hold	1,501,960	–	–	1.28%	4
2025 Q1	$160M	Hold	1,501,960	–	–	0.91%	3
2024 Q4	$185M	Hold	1,501,960	–	–	0.91%	3
2024 Q3	$215M	Hold	1,501,960	–	–	1.14%	2
2024 Q2	$246M	Hold	1,501,960	–	–	0.99%	2
2024 Q1	$188M	Sell	1,501,960 -500,000	-25%	-$53M	0.74%	2
2023 Q4	$150M	Buy	+2,001,960	New	+$117M	0.46%	4

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

Mubadala Investment Company's ARM Position: Q2 2026 in Review

Mubadala Investment Company reduced its Arm (ARM) stake by 34% in Q2 2026, selling an estimated $126M and leaving 901,960 shares worth $320M. The position accounts for 0.92% of the portfolio, ranked #3.

Mubadala Investment Company first reported a position in ARM in Q4 2023 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Mubadala Investment Company held 901,960 shares of Arm worth $320M as of Q2 2026.
Mubadala Investment Company sold 475,000 Arm shares in Q2 2026, an estimated $126M.
Arm made up 0.92% of Mubadala Investment Company's portfolio in Q2 2026, its #3 holding.
Mubadala Investment Company first reported a position in Arm in Q4 2023 and has held it in 11 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Mubadala Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.