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Strategic Planning Inc’s Aramark ARMK Stock Holding History

Strategic Planning Inc’s Portfolio ARMK Stock Details ARMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$311K Buy
7,666
+23
+0.3% +$912 0.16% 44
2025
Q4 		$282K Sell
7,643
-259
-3% -$9.87K 0.15% 47
2025
Q3 		$303K Buy
7,902
+21
+0.3% +$850 0.18% 45
2025
Q2 		$330K Buy
7,881
+20
+0.3% +$743 0.2% 45
2025
Q1 		$271K Buy
+7,861
New +$290K 0.15% 51

Other funds holding ARMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Planning Inc's ARMK Position: Q1 2026 in Review

Strategic Planning Inc increased its Aramark (ARMK) stake by 0.3% in Q1 2026, buying an estimated $912 and bringing the position to 7,666 shares worth $311K. The position accounts for 0.16% of the portfolio, ranked #44.

Strategic Planning Inc first reported a position in ARMK in Q1 2025 and has held it in 5 quarters since. The position peaked at $330K in Q2 2025. 466 funds tracked by Wall St. Rank hold ARMK as of Q1 2026.

  • Strategic Planning Inc held 7,666 shares of Aramark worth $311K as of Q1 2026.
  • Strategic Planning Inc bought 23 Aramark shares in Q1 2026, an estimated $912.
  • Aramark made up 0.16% of Strategic Planning Inc's portfolio in Q1 2026, its #44 holding.
  • Strategic Planning Inc first reported a position in Aramark in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's Aramark position peaked at $330K in Q2 2025.
  • 466 funds tracked by Wall St. Rank held Aramark as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.