HOEY INVESTMENTS, INC ARM — ARM HOLDINGS PLC

Ownership history in HOEY INVESTMENTS, INC  ·  13 quarters on record

AI Ownership Summary

HOEY INVESTMENTS, INC reported ARM HOLDINGS PLC (ARM) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.94% in 2024 Q1. The latest visible filing shows ARM at 0.14% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOEY INVESTMENTS, INC'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 Q1

ARM was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

ARM stock page HOEY INVESTMENTS, INC fund profile HOEY INVESTMENTS, INC full holdings
How HOEY INVESTMENTS, INC 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 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,585 -100 -1.5% 0.14% $996K 2026-04-29 $201.69
2025 Q4 REDUCED 48.9% +38.4% ❌ 6,685 -6,406 -48.9% 0.10% $731K 2026-01-28 $109.96
2025 Q3 REDUCED 13.9% -21.9% ✅ 13,091 -2,115 -13.9% 0.25% $1.9M 2025-11-13 $140.31
2025 Q2 ADDED — — — 15,206 +9,341 +159.3% 0.36% $2.5M 2025-07-14 $144.54
2025 Q1 ADDED — — — 5,865 +5,215 +802.3% 0.12% $626K 2025-04-16 $101.00
2024 Q4 REDUCED 64.3% -13.4% ✅ 650 -1,170 -64.3% 0.01% $80K 2025-02-12 $155.41
2024 Q3 UNCHANGED — — — 1,820 — 0% 0.06% $298K 2024-10-28 $150.02
2024 Q2 ADDED — — — 1,820 +1,420 +355.0% 0.06% $298K 2024-07-31 $144.17
2024 Q1 REDUCED 98.8% +27.1% ❌ 400 -33,914 -98.8% 0.01% $50K 2024-05-10 $108.84
2024 Q1 ADDED — — — 34,314 +33,314 +3331.4% 0.94% $4.3M 2024-05-10 $108.84
2023 Q4 REDUCED 80.5% +68.9% ❌ 1,000 -4,116 -80.5% 0.02% $75K 2024-02-13 $119.98
2023 Q4 ADDED — — — 5,116 +4,616 +923.2% 0.11% $384K 2024-02-13 $119.98
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ARM

As of 2026 Q1 — sorted by position size

Tensor Edge Capital, LLC 7.53% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 5.67% Defender Capital, LLC. 3Y 5.31% Robocap Asset Management Ltd 4.62% DOCK STREET ASSET MANAGEMENT INC 3Y 7Y 3.42% Gunderson Capital Management LLC 3Y 2.85% Westend Capital Management, LLC 3Y 7Y 2.44% Haven Capital Group, Inc. 2.42% Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3Y 7Y 2.25% WILLNER & HELLER, LLC 3Y 1.4%

FAQ About HOEY INVESTMENTS, INC and ARM

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

How long has HOEY INVESTMENTS, INC reported owning ARM?

HOEY INVESTMENTS, INC reported ARM across 12 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ARM position in HOEY INVESTMENTS, INC's portfolio?

The largest reported portfolio weight for ARM was 0.94% in 2024 Q1.

What is the latest reported ARM position on this page?

The most recent filing on this page is 2026 Q1, when HOEY INVESTMENTS, INC reported 6,585 shares, equal to 0.14% of portfolio, with an estimated market value of $996K.

What does the chart on this ARM ownership page compare?

The chart compares HOEY INVESTMENTS, INC'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.

How well did HOEY INVESTMENTS, INC time their ARM position?

Based on 13F filing dates vs. subsequent ARM price moves, HOEY INVESTMENTS, INC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on ARM relative to SPY over the holding period was +37.4%.

← Back to HOEY INVESTMENTS, INC Holdings