Wilkerson Advisory Group’s Arm ARM Stock Holding History

Wilkerson Advisory Group’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	$82.3K	Buy	+232	New	+$61.7K	0.03%	175
2026 Q1	–	Sell	-150	Closed	-$16.4K	–	617
2025 Q4	$16.4K	Buy	+150	New	+$21.8K	0.01%	268

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

Wilkerson Advisory Group's ARM Position: Q2 2026 in Review

Wilkerson Advisory Group opened a new position in Arm (ARM) in Q2 2026: 232 shares worth $82.3K. The stake represents 0.03% of the portfolio and ranks #175 among its holdings. This is a return to the name: Wilkerson Advisory Group previously reported a position in ARM as recently as Q4 2025.

Wilkerson Advisory Group first reported a position in ARM in Q4 2025 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Wilkerson Advisory Group held 232 shares of Arm worth $82.3K as of Q2 2026.
Arm was a new Wilkerson Advisory Group position in Q2 2026.
Arm made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #175 holding.
Wilkerson Advisory Group first reported a position in Arm in Q4 2025 and has held it in 2 quarters since.
963 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.