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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
Q2 		$10.2M Buy
28,860
+3,725
+15% +$990K 2.97% 8
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

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Westwood Wealth Management's ARM Position: Q2 2026 in Review

Westwood Wealth Management increased its Arm (ARM) stake by 15% in Q2 2026, buying an estimated $990K and bringing the position to 28,860 shares worth $10.2M. The position accounts for 2.97% of the portfolio, ranked #8.

Westwood Wealth Management first reported a position in ARM in Q2 2024 and has held it in 8 quarters since. 962 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Westwood Wealth Management held 28,860 shares of Arm worth $10.2M as of Q2 2026.
  • Westwood Wealth Management bought 3,725 Arm shares in Q2 2026, an estimated $990K.
  • Arm made up 2.97% of Westwood Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Westwood Wealth Management first reported a position in Arm in Q2 2024 and has held it in 8 quarters since.
  • 962 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.