WH
ARM icon

Willner & Heller’s Arm ARM Stock Holding History

Willner & Heller’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 		$3.2M Sell
9,021
-3,392
-27% -$902K 2% 11
2026
Q1 		$1.88M Buy
12,413
+1,155
+10% +$140K 1.4% 15
2025
Q4 		$1.23M Buy
11,258
+973
+9% +$141K 0.88% 28
2025
Q3 		$1.46M Buy
10,285
+195
+2% +$28.4K 1.12% 22
2025
Q2 		$1.63M Buy
10,090
+1,780
+21% +$221K 1.37% 13
2025
Q1 		$887K Buy
8,310
+1,720
+26% +$240K 0.82% 32
2024
Q4 		$813K Sell
6,590
-209
-3% -$29.5K 0.71% 38
2024
Q3 		$972K Buy
6,799
+4,484
+194% +$637K 0.87% 33
2024
Q2 		$379K Buy
+2,315
New +$288K 0.36% 94

Other funds holding ARM

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Willner & Heller's ARM Position: Q2 2026 in Review

Willner & Heller reduced its Arm (ARM) stake by 27% in Q2 2026, selling an estimated $902K and leaving 9,021 shares worth $3.2M. The position accounts for 2% of the portfolio, ranked #11.

Willner & Heller first reported a position in ARM in Q2 2024 and has held it in 9 quarters since. 113 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Willner & Heller held 9,021 shares of Arm worth $3.2M as of Q2 2026.
  • Willner & Heller sold 3,392 Arm shares in Q2 2026, an estimated $902K.
  • Arm made up 2% of Willner & Heller's portfolio in Q2 2026, its #11 holding.
  • Willner & Heller first reported a position in Arm in Q2 2024 and has held it in 9 quarters since.
  • 113 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.