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 Q3	$739K	Buy	3,852 +1,280	+50%	+$349K	﹤0.01%	1459
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%	1569

Other funds holding ARM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

O'Shaughnessy Asset Management's ARM Position: Q3 2026 in Review

O'Shaughnessy Asset Management increased its Arm (ARM) stake by 50% in Q3 2026, buying an estimated $349K and bringing the position to 3,852 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

O'Shaughnessy Asset Management first reported a position in ARM in Q3 2024 and has held it in 8 quarters since. The position peaked at $912K in Q2 2026. 778 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

O'Shaughnessy Asset Management held 3,852 shares of Arm worth $739K as of Q3 2026.
O'Shaughnessy Asset Management bought 1,280 Arm shares in Q3 2026, an estimated $349K.
Arm made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #1459 holding.
O'Shaughnessy Asset Management first reported a position in Arm in Q3 2024 and has held it in 8 quarters since.
O'Shaughnessy Asset Management's Arm position peaked at $912K in Q2 2026.
778 funds tracked by Wall St. Rank held Arm as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.