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Westwood Wealth Management’s Arm ARM Stock Holding History

Westwood 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
Q1 		$3.8M Buy
+25,135
New +$3.05M 1.49% 14
2025
Q4 		– Sell
-8,175
Closed -$1.16M – 107
2025
Q3 		$1.16M Sell
8,175
-7,925
-49% -$1.15M 0.42% 24
2025
Q2 		$2.6M Sell
16,100
-2,250
-12% -$279K 0.87% 18
2025
Q1 		$1.96M Buy
18,350
+8,625
+89% +$1.2M 0.85% 18
2024
Q4 		$1.2M Hold
9,725
– – 0.43% 26
2024
Q3 		$1.39M Sell
9,725
-13,950
-59% -$1.98M 0.55% 20
2024
Q2 		$3.87M Buy
+23,675
New +$2.94M 1.44% 15

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Westwood Wealth Management's ARM Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Arm (ARM) in Q1 2026: 25,135 shares worth $3.8M. The stake represents 1.49% of the portfolio and ranks #14 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in ARM as recently as Q3 2025.

Westwood Wealth Management first reported a position in ARM in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q2 2024. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Westwood Wealth Management held 25,135 shares of Arm worth $3.8M as of Q1 2026.
  • Arm was a new Westwood Wealth Management position in Q1 2026.
  • Arm made up 1.49% of Westwood Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Westwood Wealth Management first reported a position in Arm in Q2 2024 and has held it in 7 quarters since.
  • Westwood Wealth Management's Arm position peaked at $3.87M in Q2 2024.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.