WIM
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WealthPlan Investment Management’s Arm ARM Stock Holding History

WealthPlan Investment 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 		$2.17M Buy
6,134
+166
+3% +$44.1K 0.11% 157
2026
Q1 		$903K Buy
+5,968
New +$724K 0.05% 229

Other funds holding ARM

RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

WealthPlan Investment Management's ARM Position: Q2 2026 in Review

WealthPlan Investment Management increased its Arm (ARM) stake by 2.8% in Q2 2026, buying an estimated $44.1K and bringing the position to 6,134 shares worth $2.17M. The position accounts for 0.11% of the portfolio, ranked #157.

WealthPlan Investment Management first reported a position in ARM in Q1 2026 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • WealthPlan Investment Management held 6,134 shares of Arm worth $2.17M as of Q2 2026.
  • WealthPlan Investment Management bought 166 Arm shares in Q2 2026, an estimated $44.1K.
  • Arm made up 0.11% of WealthPlan Investment Management's portfolio in Q2 2026, its #157 holding.
  • WealthPlan Investment Management first reported a position in Arm in Q1 2026 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.