Position in ARM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,276,088
+$709,555 QoQ
Shares Held
3,599
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#451
of 955 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $1,730,562,791 across 22 Semiconductors names. ARM ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,849,032 | $770,152,773 | |
| 2 | AVGO |
Broadcom Inc.
|
787,667 | $297,541,180 | |
| 3 | MU |
Micron Technology Inc
|
254,095 | $293,299,275 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
325,655 | $189,176,205 | |
| 5 | INTC |
Intel Corp
|
445,107 | $62,150,249 | |
| 6 | TXN |
Texas Instruments Inc
|
87,534 | $26,091,224 | |
| 7 | SWKS |
Skyworks Solutions, Inc.
|
345,014 | $23,391,921 | |
| 8 | ADI |
Analog Devices Inc
|
53,058 | $21,073,011 |
All Filings in ARM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,276,088 | 3,599 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $566,533 | 3,745 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $245,503 | 2,246 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $237,593 | 1,469 | Shares | Other | 2025-08-06 | |
| 2024-12-31 | $3,207,113 | 25,998 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,994,269 | 27,930 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,934,451 | 30,158 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||