STA
ARM icon

Summit Trail Advisors’s Arm ARM Stock Holding History

Summit Trail 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 		$303K Sell
2,000
-101
-5% -$12.3K ﹤0.01% 1302
2025
Q4 		$230K Sell
2,101
-3,226
-61% -$469K ﹤0.01% 1251
2025
Q3 		$754K Buy
5,327
+1,000
+23% +$146K 0.01% 958
2025
Q2 		$700K Buy
+4,327
New +$537K 0.01% 600

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

Summit Trail Advisors's ARM Position: Q1 2026 in Review

Summit Trail Advisors reduced its Arm (ARM) stake by 4.8% in Q1 2026, selling an estimated $12.3K and leaving 2,000 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Summit Trail Advisors first reported a position in ARM in Q2 2025 and has held it in 4 quarters since. The position peaked at $754K in Q3 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Summit Trail Advisors held 2,000 shares of Arm worth $303K as of Q1 2026.
  • Summit Trail Advisors sold 101 Arm shares in Q1 2026, an estimated $12.3K.
  • Arm made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1302 holding.
  • Summit Trail Advisors first reported a position in Arm in Q2 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's Arm position peaked at $754K in Q3 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.