Position in ARM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$709,848
+$400,482 QoQ
Shares Held
2,002
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#540
of 955 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Heritage Trust Co holds $59,815,310 across 10 Semiconductors names. ARM ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
14,069 | $16,239,705 | |
| 2 | QCOM |
Qualcomm Inc/De
|
86,901 | $16,058,435 | |
| 3 | NVDA |
Nvidia Corp
|
54,334 | $10,871,689 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
9,498 | $5,517,482 | |
| 5 | AVGO |
Broadcom Inc.
|
12,662 | $4,783,070 | |
| 6 | INTC |
Intel Corp
|
16,571 | $2,313,808 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,634 | $1,735,488 | |
| 8 | ADI |
Analog Devices Inc
|
2,112 | $838,822 |
All Filings in ARM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,848 | 2,002 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $309,366 | 2,045 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $223,538 | 2,045 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $274,207 | 1,938 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $281,750 | 1,742 | Shares | Other | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||