Position in ARM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$663,397
+$361,597 QoQ
Shares Held
1,871
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#552
of 955 holders
Holding Since
Jun 2024
9 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, 2026EverSource Wealth Advisors, LLC holds $122,867,922 across 53 Semiconductors names. ARM ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
242,540 | $48,529,822 | |
| 2 | AVGO |
Broadcom Inc.
|
87,009 | $32,867,643 | |
| 3 | MU |
Micron Technology Inc
|
10,987 | $12,682,178 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
11,542 | $6,704,858 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,211 | $4,876,461 | |
| 6 | INTC |
Intel Corp
|
27,473 | $3,836,047 | |
| 7 | QCOM |
Qualcomm Inc/De
|
8,797 | $1,625,593 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
4,887 | $1,455,784 |
All Filings in ARM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,397 | 1,871 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $301,800 | 1,995 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $420,951 | 3,851 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,345,427 | 9,509 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,352,792 | 8,364 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $35,239 | 330 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,154 | 58 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,719 | 33 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,308 | 8 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||