WOSD
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WFA of San Diego’s Arm ARM Stock Holding History

WFA of San Diego’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 		$45.4K Hold
300
– – 0.04% 190
2025
Q4 		$32.8K Hold
300
– – 0.02% 227
2025
Q3 		$42.4K Hold
300
– – 0.03% 218
2025
Q2 		$48.5K Buy
+300
New +$37.2K 0.04% 204

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

WFA of San Diego's ARM Position: Q1 2026 in Review

WFA of San Diego held its Arm (ARM) position steady in Q1 2026 at 300 shares worth $45.4K. The position accounts for 0.04% of the portfolio, ranked #190.

WFA of San Diego first reported a position in ARM in Q2 2025 and has held it in 4 quarters since. The position peaked at $48.5K in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • WFA of San Diego held 300 shares of Arm worth $45.4K as of Q1 2026.
  • WFA of San Diego left its Arm share count unchanged in Q1 2026.
  • Arm made up 0.04% of WFA of San Diego's portfolio in Q1 2026, its #190 holding.
  • WFA of San Diego first reported a position in Arm in Q2 2025 and has held it in 4 quarters since.
  • WFA of San Diego's Arm position peaked at $48.5K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.