Oakworth Capital’s Arm ARM Stock Holding History

Oakworth Capital’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 Q1	–	Sell	-288	Closed	-$35.5K	–	690
2024 Q4	$35.5K	Hold	288	–	–	﹤0.01%	398
2024 Q3	$41.2K	Hold	288	–	–	﹤0.01%	376
2024 Q2	$47.1K	Buy	+288	New	+$35.8K	﹤0.01%	347

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Oakworth Capital's ARM Position: Q1 2025 in Review

Oakworth Capital sold out of Arm (ARM) in Q1 2025, closing a stake of 288 shares — an estimated $35.5K sold.

Oakworth Capital first reported a position in ARM in Q2 2024 and held it in 3 quarters. The position peaked at $47.1K in Q2 2024. 633 funds tracked by Wall St. Rank hold ARM as of Q1 2025.

Oakworth Capital reported no remaining Arm position as of Q1 2025 after selling out during the quarter.
Oakworth Capital sold 288 Arm shares in Q1 2025, an estimated $35.5K.
Oakworth Capital first reported a position in Arm in Q2 2024 and held it in 3 quarters.
Oakworth Capital's Arm position peaked at $47.1K in Q2 2024.
633 funds tracked by Wall St. Rank held Arm as of Q1 2025.

Based on Oakworth Capital's 13F filing for Q1 2025, filed 24 Apr 2025.