SDWIA
ARM icon

Schwarz Dygos Wheeler Investment Advisors’s Arm ARM Stock Holding History

Schwarz Dygos Wheeler 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 		$764K Sell
5,069
-90
-2% -$10.9K 0.16% 90
2025
Q4 		$564K Buy
5,159
+20
+0.4% +$2.91K 0.12% 101
2025
Q3 		$727K Buy
5,139
+30
+0.6% +$4.37K 0.15% 91
2025
Q2 		$827K Sell
5,109
-85
-2% -$10.6K 0.19% 87
2025
Q1 		$555K Sell
5,194
-35
-0.7% -$4.88K 0.13% 103
2024
Q4 		$645K Buy
5,229
+155
+3% +$21.9K 0.16% 93
2024
Q3 		$726K Sell
5,074
-100
-2% -$14.2K 0.18% 87
2024
Q2 		$847K Buy
5,174
+15
+0.3% +$1.86K 0.23% 71
2024
Q1 		$645K Buy
5,159
+145
+3% +$15.4K 0.18% 86
2023
Q4 		$377K Buy
5,014
+120
+2% +$7.02K 0.12% 109
2023
Q3 		$262K Buy
+4,894
New +$271K 0.09% 118

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 $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's ARM Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Arm (ARM) stake by 1.7% in Q1 2026, selling an estimated $10.9K and leaving 5,069 shares worth $764K. The position accounts for 0.16% of the portfolio, ranked #90.

Schwarz Dygos Wheeler Investment Advisors first reported a position in ARM in Q3 2023 and has held it in 11 quarters since. The position peaked at $847K in Q2 2024. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 5,069 shares of Arm worth $764K as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 90 Arm shares in Q1 2026, an estimated $10.9K.
  • Arm made up 0.16% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #90 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Arm in Q3 2023 and has held it in 11 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Arm position peaked at $847K in Q2 2024.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.