Whipplewood Advisors’s Arm ARM Stock Holding History

Whipplewood Advisors’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	Closed	-$437	–	1066
2025 Q4	$437	Buy	+4	New	+$582	﹤0.01%	467
2025 Q3	–	Sell	-4	Closed	-$647	–	359
2025 Q2	$647	Sell	4 -11	-73%	-$1.36K	﹤0.01%	1091
2025 Q1	$427	Buy	15 +11	+275%	+$1.53K	﹤0.01%	1141
2024 Q4	$493	Buy	+4	New	+$564	﹤0.01%	1117

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Whipplewood Advisors's ARM Position: Q1 2026 in Review

Whipplewood Advisors sold out of Arm (ARM) in Q1 2026, closing a stake of 4 shares — an estimated $437 sold.

Whipplewood Advisors first reported a position in ARM in Q4 2024 and held it in 4 quarters. The position peaked at $647 in Q2 2025. 744 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

Whipplewood Advisors reported no remaining Arm position as of Q1 2026 after selling out during the quarter.
Whipplewood Advisors sold 4 Arm shares in Q1 2026, an estimated $437.
Whipplewood Advisors first reported a position in Arm in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Arm position peaked at $647 in Q2 2025.
744 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.