Position in ARM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,927
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#907
of 955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $200,499,834 across 25 Semiconductors names. ARM ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
739,474 | $147,961,352 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
27,331 | $15,876,851 | |
| 3 | AVGO |
Broadcom Inc.
|
22,745 | $8,591,923 | |
| 4 | TXN |
Texas Instruments Inc
|
28,671 | $8,545,964 | |
| 5 | MU |
Micron Technology Inc
|
6,939 | $8,009,618 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
20,311 | $6,050,443 | |
| 7 | QCOM |
Qualcomm Inc/De
|
11,886 | $2,196,413 | |
| 8 | INTC |
Intel Corp
|
10,336 | $1,443,215 |
All Filings in ARM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,927 | 28 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||