O'Shaughnessy Asset Management’s Arm ARM Stock Holding History

O'Shaughnessy Asset 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	$912K	Buy	2,572 +415	+19%	+$110K	﹤0.01%	1301
2026 Q1	$326K	Buy	2,157 +273	+14%	+$33.1K	﹤0.01%	1740
2025 Q4	$206K	Buy	1,884 +20	+1%	+$2.91K	﹤0.01%	1974
2025 Q3	$264K	Buy	1,864 +36	+2%	+$5.24K	﹤0.01%	1816
2025 Q2	$296K	Sell	1,828 -132	-7%	-$16.4K	﹤0.01%	1637
2025 Q1	$209K	Buy	+1,960	New	+$273K	﹤0.01%	1763
2024 Q4	–	Sell	-1,531	Closed	-$248K	–	2202
2024 Q3	$248K	Buy	+1,531	New	+$218K	﹤0.01%	1567

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

O'Shaughnessy Asset Management's ARM Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Arm (ARM) stake by 19% in Q2 2026, buying an estimated $110K and bringing the position to 2,572 shares worth $912K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

O'Shaughnessy Asset Management first reported a position in ARM in Q3 2024 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

O'Shaughnessy Asset Management held 2,572 shares of Arm worth $912K as of Q2 2026.
O'Shaughnessy Asset Management bought 415 Arm shares in Q2 2026, an estimated $110K.
Arm made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1301 holding.
O'Shaughnessy Asset Management first reported a position in Arm in Q3 2024 and has held it in 7 quarters since.
961 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.