Position in ARM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$57,085
+$39,487 QoQ
Shares Held
161
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#831
of 955 holders
Holding Since
Sep 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, 2026Concord Wealth Partners holds $67,193,419 across 22 Semiconductors names. ARM ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
200,224 | $40,062,820 | |
| 2 | AVGO |
Broadcom Inc.
|
34,005 | $12,845,388 | |
| 3 | MU |
Micron Technology Inc
|
2,938 | $3,391,304 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
10,201 | $3,038,775 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,809 | $2,793,596 | |
| 6 | INTC |
Intel Corp
|
17,185 | $2,399,541 | |
| 7 | QCOM |
Qualcomm Inc/De
|
6,561 | $1,212,407 | |
| 8 | SWKS |
Skyworks Solutions, Inc.
|
8,555 | $580,029 |
All Filings in ARM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,085 | 161 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $17,598 | 161 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $22,779 | 161 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $26,040 | 161 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $17,193 | 161 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $19,860 | 161 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $23,024 | 161 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||