Venturi Wealth Management’s Arm ARM Stock Holding History

Venturi 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 Q2	$355K	Buy	+1,000	New	+$266K	0.01%	461
2025 Q4	–	Sell	-1,500	Closed	-$212K	–	588
2025 Q3	$212K	Hold	1,500	–	–	0.01%	534
2025 Q2	$243K	Buy	+1,500	New	+$186K	0.01%	473
2025 Q1	–	Sell	-1,500	Closed	-$185K	–	650
2024 Q4	$185K	Buy	+1,500	New	+$211K	0.01%	567

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Venturi Wealth Management's ARM Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Arm (ARM) in Q2 2026: 1,000 shares worth $355K. The stake represents 0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in ARM as recently as Q3 2025.

Venturi Wealth Management first reported a position in ARM in Q4 2024 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Venturi Wealth Management held 1,000 shares of Arm worth $355K as of Q2 2026.
Arm was a new Venturi Wealth Management position in Q2 2026.
Arm made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #461 holding.
Venturi Wealth Management first reported a position in Arm in Q4 2024 and has held it in 4 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.