SWM
ARM icon

SHP Wealth Management’s Arm ARM Stock Holding History

SHP Wealth 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
Q1 		$93.9K Sell
621
-9
-1% -$1.09K 0.01% 394
2025
Q4 		$68.9K Buy
+630
New +$91.6K 0.01% 418

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 $10.2B AUM 1.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

SHP Wealth Management's ARM Position: Q1 2026 in Review

SHP Wealth Management reduced its Arm (ARM) stake by 1.4% in Q1 2026, selling an estimated $1.09K and leaving 621 shares worth $93.9K. The position accounts for 0.01% of the portfolio, ranked #394.

SHP Wealth Management first reported a position in ARM in Q4 2025 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • SHP Wealth Management held 621 shares of Arm worth $93.9K as of Q1 2026.
  • SHP Wealth Management sold 9 Arm shares in Q1 2026, an estimated $1.09K.
  • Arm made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #394 holding.
  • SHP Wealth Management first reported a position in Arm in Q4 2025 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.