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WealthPLAN Partners’s Arm ARM Stock Holding History

WealthPLAN Partners’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 		– Sell
-4,850
Closed -$530K – 224
2025
Q4 		$530K Sell
4,850
-5
-0.1% -$727 0.08% 175
2025
Q3 		$687K Sell
4,855
-196
-4% -$28.5K 0.1% 151
2025
Q2 		$817K Buy
5,051
+970
+24% +$120K 0.13% 137
2025
Q1 		$436K Hold
4,081
– – 0.06% 177
2024
Q4 		$503K Buy
4,081
+479
+13% +$67.5K 0.07% 171
2024
Q3 		$515K Buy
3,602
+392
+12% +$55.7K 0.07% 179
2024
Q2 		$525K Buy
3,210
+1,247
+64% +$155K 0.06% 201
2024
Q1 		$245K Buy
+1,963
New +$208K 0.03% 277

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

WealthPLAN Partners's ARM Position: Q1 2026 in Review

WealthPLAN Partners sold out of Arm (ARM) in Q1 2026, closing a stake of 4,850 shares — an estimated $530K sold.

WealthPLAN Partners first reported a position in ARM in Q1 2024 and held it in 8 quarters. The position peaked at $817K in Q2 2025. 744 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • WealthPLAN Partners reported no remaining Arm position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 4,850 Arm shares in Q1 2026, an estimated $530K.
  • WealthPLAN Partners first reported a position in Arm in Q1 2024 and held it in 8 quarters.
  • WealthPLAN Partners's Arm position peaked at $817K in Q2 2025.
  • 744 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.