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Sowell Financial Services’s Arm ARM Stock Holding History

Sowell Financial Services’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 		$448K Buy
+1,262
New +$336K 0.01% 687
2025
Q3 		– Sell
-1,577
Closed -$255K – 1075
2025
Q2 		$255K Sell
1,577
-570
-27% -$70.8K 0.01% 866
2025
Q1 		$229K Buy
+2,147
New +$299K 0.01% 879

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sowell Financial Services's ARM Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Arm (ARM) in Q2 2026: 1,262 shares worth $448K. The stake represents 0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in ARM as recently as Q2 2025.

Sowell Financial Services first reported a position in ARM in Q1 2025 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Sowell Financial Services held 1,262 shares of Arm worth $448K as of Q2 2026.
  • Arm was a new Sowell Financial Services position in Q2 2026.
  • Arm made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #687 holding.
  • Sowell Financial Services first reported a position in Arm in Q1 2025 and has held it in 3 quarters since.
  • 963 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.