Position in ARM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,174,932
+$1,272,093 QoQ
Shares Held
6,134
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#367
of 955 holders
Holding Since
Mar 2026
2 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, 2026WealthPlan Investment Management, LLC holds $118,557,814 across 10 Semiconductors names. ARM ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
262,484 | $52,520,423 | |
| 2 | INTC |
Intel Corp
|
102,069 | $14,251,894 | |
| 3 | AVGO |
Broadcom Inc.
|
35,818 | $13,530,249 | |
| 4 | MU |
Micron Technology Inc
|
9,983 | $11,523,276 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
18,847 | $10,948,410 | |
| 6 | TXN |
Texas Instruments Inc
|
17,878 | $5,328,895 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
10,564 | $3,146,909 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,873 | $3,117,960 |
All Filings in ARM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,174,932 | 6,134 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $902,839 | 5,968 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||