Forum Financial Management’s Arrow Electronics ARW Stock Holding History

Forum Financial Management’s Portfolio ARW Stock Details ARW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,186	Closed	-$241K	–	384
2025 Q4	$241K	Sell	2,186 -1	-0%	-$114	﹤0.01%	866
2025 Q3	$265K	Buy	2,187 +373	+21%	+$46.9K	﹤0.01%	808
2025 Q2	$231K	Buy	+1,814	New	+$208K	﹤0.01%	816
2024 Q4	–	Sell	-1,722	Closed	-$229K	–	916
2024 Q3	$229K	Sell	1,722 -4	-0.2%	-$507	﹤0.01%	657
2024 Q2	$208K	Buy	1,726 +9	+0.5%	+$1.15K	﹤0.01%	658
2024 Q1	$222K	Hold	1,717	–	–	﹤0.01%	650
2023 Q4	$210K	Hold	1,717	–	–	﹤0.01%	626
2023 Q3	$215K	Hold	1,717	–	–	﹤0.01%	562
2023 Q2	$246K	Hold	1,717	–	–	0.01%	515
2023 Q1	$214K	Buy	+1,717	New	+$204K	0.01%	534
2022 Q2	–	Sell	-1,717	Closed	-$203K	–	582
2022 Q1	$203K	Hold	1,717	–	–	0.01%	563
2021 Q4	$231K	Buy	+1,717	New	+$211K	0.01%	545

Other funds holding ARW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forum Financial Management's ARW Position: Q1 2026 in Review

Forum Financial Management sold out of Arrow Electronics (ARW) in Q1 2026, closing a stake of 2,186 shares — an estimated $241K sold.

Forum Financial Management first reported a position in ARW in Q4 2021 and held it in 12 quarters. The position peaked at $265K in Q3 2025. 530 funds tracked by Wall St. Rank hold ARW as of Q1 2026.

Forum Financial Management reported no remaining Arrow Electronics position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,186 Arrow Electronics shares in Q1 2026, an estimated $241K.
Forum Financial Management first reported a position in Arrow Electronics in Q4 2021 and held it in 12 quarters.
Forum Financial Management's Arrow Electronics position peaked at $265K in Q3 2025.
530 funds tracked by Wall St. Rank held Arrow Electronics as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.