SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI ARM — Arm Holdings

Ownership history in SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI  ·  5 quarters on record

AI Ownership Summary

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported Arm Holdings (ARM) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.88% in 2026 Q2. The latest visible filing shows ARM at 0.74% 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 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's position in Arm Holdings, 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 Q3

ARM was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% 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 Q3 to 2026 Q3

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 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI fund profile SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI full holdings
How SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 38,630 +1,372 +3.7% 0.74% $11.2M 2026-10-09 $266.28
2026 Q2 REDUCED — — — 37,258 -345 -0.9% 0.88% $13.2M 2026-07-21 $289.73
2026 Q1 ADDED — — — 37,603 +4,979 +15.3% 0.43% $5.7M 2026-04-28 $198.65
2025 Q4 ADDED — — — 32,624 +23,361 +252.2% 0.26% $3.6M 2026-01-12 $111.14
2025 Q3 INITIATED — — — 9,263 — — 0.10% $1.3M 2025-10-20 $171.50

🏢 Other funds also holding ARM

As of 2026 Q3 — sorted by position size

Defender Capital, LLC. 3Y 7Y 1.86% HWG Holdings LP 3Y 7Y 1.14% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.73% FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.65% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 0.42% Castle Rock Wealth Management, LLC 3Y 7Y 0.36% Gainplan LLC 3Y 7Y 0.28% Strong Retirement Solutions LLC 0.27% Veracity Capital LLC 3Y 0.2% Kaizen Financial Strategies 3Y 0.19%

FAQ About SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI and ARM

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

How long has SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported owning ARM?

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported ARM across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported ARM position in SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's portfolio?

The largest reported portfolio weight for ARM was 0.88% in 2026 Q2.

What is the latest reported ARM position on this page?

The most recent filing on this page is 2026 Q3, when SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported 38,630 shares, equal to 0.74% of portfolio, with an estimated market value of $11.2M.

What does the chart on this ARM ownership page compare?

The chart compares SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI'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 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI time their ARM position?

Based on 13F filing dates vs. subsequent ARM price moves, SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ARM relative to SPY over the holding period was +48249.6%.

← Back to SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI Holdings