Wellington Shields Capital Management’s Arm ARM Stock Holding History

Wellington Shields Capital 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	$413K	Sell	1,164 -350	-23%	-$93.1K	0.05%	185
2026 Q1	$229K	Buy	+1,514	New	+$184K	0.03%	227
2025 Q4	–	Sell	-1,514	Closed	-$214K	–	319
2025 Q3	$214K	Hold	1,514	–	–	0.03%	236
2025 Q2	$245K	Buy	+1,514	New	+$188K	0.04%	217
2025 Q1	–	Sell	-185,040	Closed	-$185K	–	315
2024 Q4	$185K	Buy	185,040 +183,540	+12,236%	+$25.9M	0.03%	237
2024 Q3	$215K	Hold	1,500	–	–	0.04%	234
2024 Q2	$245K	Buy	+1,500	New	+$186K	0.04%	219

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

Wellington Shields Capital Management's ARM Position: Q2 2026 in Review

Wellington Shields Capital Management reduced its Arm (ARM) stake by 23% in Q2 2026, selling an estimated $93.1K and leaving 1,164 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #185.

Wellington Shields Capital Management first reported a position in ARM in Q2 2024 and has held it in 7 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Wellington Shields Capital Management held 1,164 shares of Arm worth $413K as of Q2 2026.
Wellington Shields Capital Management sold 350 Arm shares in Q2 2026, an estimated $93.1K.
Arm made up 0.05% of Wellington Shields Capital Management's portfolio in Q2 2026, its #185 holding.
Wellington Shields Capital Management first reported a position in Arm in Q2 2024 and has held it in 7 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.