Quantum Private Wealth, LLC ARM — ARM HOLDINGS PLC

Ownership history in Quantum Private Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

Quantum Private Wealth, LLC reported ARM HOLDINGS PLC (ARM) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.64% in 2025 Q2. The latest visible filing shows ARM at 0.51% 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 Quantum Private Wealth, LLC'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 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 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 Quantum Private Wealth, LLC fund profile Quantum Private Wealth, LLC full holdings
How Quantum Private Wealth, LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 10,975 -1,000 -8.4% 0.51% $1.7M 2026-04-27 $215.88
2025 Q4 REDUCED 6.9% +38.4% ❌ 11,975 -881 -6.9% 0.38% $1.3M 2026-02-06 $123.70
2025 Q3 ADDED — — — 12,856 +543 +4.4% 0.53% $1.8M 2025-11-10 $154.84
2025 Q2 ADDED — — — 12,313 +874 +7.6% 0.64% $2.0M 2025-08-12 $142.39
2025 Q1 ADDED — — — 11,439 +1,139 +11.1% 0.46% $1.2M 2025-05-13 $126.68
2024 Q4 ADDED — — — 10,300 +838 +8.9% 0.41% $1.3M 2025-01-30 $153.23
2024 Q3 ADDED — — — 9,462 +7,028 +288.7% 0.46% $1.4M 2024-10-31 $141.30
2024 Q2 INITIATED — — — 2,434 — — 0.14% $398K 2024-07-17 $161.70

🏢 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% Longitude (Cayman) Ltd. 3Y 3.41% 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%

FAQ About Quantum Private Wealth, LLC and ARM

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

How long has Quantum Private Wealth, LLC reported owning ARM?

Quantum Private Wealth, LLC reported ARM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ARM position in Quantum Private Wealth, LLC's portfolio?

The largest reported portfolio weight for ARM was 0.64% in 2025 Q2.

What is the latest reported ARM position on this page?

The most recent filing on this page is 2026 Q1, when Quantum Private Wealth, LLC reported 10,975 shares, equal to 0.51% of portfolio, with an estimated market value of $1.7M.

What does the chart on this ARM ownership page compare?

The chart compares Quantum Private Wealth, LLC'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 Quantum Private Wealth, LLC time their ARM position?

Based on 13F filing dates vs. subsequent ARM price moves, Quantum Private Wealth, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on ARM relative to SPY over the holding period was +1.0%.

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