WBI Investments’s Arm ARM Stock Holding History

WBI Investments’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	$2.43M	Buy	+6,863	New	+$1.82M	0.6%	40
2026 Q1	–	Sell	-5,222	Closed	-$571K	–	296
2025 Q4	$571K	Buy	5,222 +2,156	+70%	+$313K	0.15%	186
2025 Q3	$434K	Buy	+3,066	New	+$447K	0.11%	209

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

WBI Investments's ARM Position: Q2 2026 in Review

WBI Investments opened a new position in Arm (ARM) in Q2 2026: 6,863 shares worth $2.43M. The stake represents 0.6% of the portfolio and ranks #40 among its holdings. This is a return to the name: WBI Investments previously reported a position in ARM as recently as Q4 2025.

WBI Investments first reported a position in ARM in Q3 2025 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

WBI Investments held 6,863 shares of Arm worth $2.43M as of Q2 2026.
Arm was a new WBI Investments position in Q2 2026.
Arm made up 0.6% of WBI Investments's portfolio in Q2 2026, its #40 holding.
WBI Investments first reported a position in Arm in Q3 2025 and has held it in 3 quarters since.
963 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.