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
Q2 		$1.65M Sell
4,644
-425
-8% -$113K 0.31% 53
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

AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's ARM Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Arm (ARM) stake by 8.4% in Q2 2026, selling an estimated $113K and leaving 4,644 shares worth $1.65M. The position accounts for 0.31% of the portfolio, ranked #53.

Schwarz Dygos Wheeler Investment Advisors first reported a position in ARM in Q3 2023 and has held it in 12 quarters since. 491 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 4,644 shares of Arm worth $1.65M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 425 Arm shares in Q2 2026, an estimated $113K.
  • Arm made up 0.31% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Arm in Q3 2023 and has held it in 12 quarters since.
  • 491 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.