Fund Advisors of America Inc/FL ARM — ARM HOLDINGS PLC

Ownership history in Fund Advisors of America Inc/FL  ·  3 quarters on record

AI Ownership Summary

Fund Advisors of America Inc/FL reported ARM HOLDINGS PLC (ARM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.34% in 2026 Q2. The latest visible filing shows ARM at 1.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fund Advisors of America Inc/FL's position in ARM HOLDINGS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ARM was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fund Advisors of America Inc/FL held ARM — position size vs. price
% of Fund (quarterly)    ARM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 16.6% -20.1% ✅ 4,155 -827 -16.6% 1.34% $1.5M 2026-08-11 $268.93
2026 Q1 REDUCED 17.9% +127.1% ❌ 4,982 -1,086 -17.9% 0.76% $754K 2026-05-13 $221.21
2025 Q4 INITIATED — — — 6,068 — — 0.61% $663K 2026-03-13 $115.75

FAQ About Fund Advisors of America Inc/FL and ARM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fund Advisors of America Inc/FL reported owning ARM?

Fund Advisors of America Inc/FL reported ARM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported ARM position in Fund Advisors of America Inc/FL's portfolio?

The largest reported portfolio weight for ARM was 1.34% in 2026 Q2.

What is the latest reported ARM position on this page?

The most recent filing on this page is 2026 Q2, when Fund Advisors of America Inc/FL reported 4,155 shares, equal to 1.34% of portfolio, with an estimated market value of $1.5M.

What does the chart on this ARM ownership page compare?

The chart compares Fund Advisors of America Inc/FL's quarterly ARM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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