Speece Thorson Capital Group’s Arrow Electronics ARW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Sell |
101,062
-44,169
| -30% | -$6.06M | 3.3% | 8 |
|
|
2025
Q4 | $16M | Sell |
145,231
-8,415
| -5% | -$956K | 3.46% | 5 |
|
|
2025
Q3 | $18.6M | Sell |
153,646
-1,797
| -1% | -$226K | 3.71% | 6 |
|
|
2025
Q2 | $19.8M | Buy |
155,443
+3,164
| +2% | +$363K | 4.03% | 2 |
|
|
2025
Q1 | $15.8M | Sell |
152,279
-2,670
| -2% | -$295K | 3.26% | 8 |
|
|
2024
Q4 | $17.5M | Buy |
154,949
+18,203
| +13% | +$2.25M | 3.46% | 6 |
|
|
2024
Q3 | $18.2M | Sell |
136,746
-402
| -0.3% | -$51K | 3.36% | 5 |
|
|
2024
Q2 | $16.6M | Sell |
137,148
-2,595
| -2% | -$332K | 3.39% | 7 |
|
|
2024
Q1 | $18.1M | Buy |
139,743
+22,670
| +19% | +$2.65M | 3.5% | 6 |
|
|
2023
Q4 | $14.3M | Buy |
117,073
+1,900
| +2% | +$227K | 2.93% | 13 |
|
|
2023
Q3 | $14.4M | Sell |
115,173
-636
| -0.5% | -$84.8K | 3.18% | 9 |
|
|
2023
Q2 | $16.6M | Sell |
115,809
-1,206
| -1% | -$150K | 3.4% | 7 |
|
|
2023
Q1 | $14.6M | Sell |
117,015
-20,888
| -15% | -$2.48M | 3.08% | 10 |
|
|
2022
Q4 | $14.4M | Hold |
137,903
| – | – | 3.09% | 9 |
|
|
2022
Q3 | $12.7M | Buy |
137,903
+4,370
| +3% | +$477K | 2.9% | 11 |
|
|
2022
Q2 | $15M | Buy |
133,533
+20,368
| +18% | +$2.38M | 3.53% | 7 |
|
|
2022
Q1 | $13.4M | Sell |
113,165
-20,221
| -15% | -$2.53M | 2.87% | 14 |
|
|
2021
Q4 | $17.9M | Sell |
133,386
-33,030
| -20% | -$4.05M | 3.42% | 11 |
|
|
2021
Q3 | $18.7M | Sell |
166,416
-98
| -0.1% | -$11.3K | 3.91% | 4 |
|
|
2021
Q2 | $19M | Sell |
166,514
-844
| -0.5% | -$98.9K | 3.96% | 5 |
|
|
2021
Q1 | $18.5M | Sell |
167,358
-974
| -0.6% | -$101K | 3.91% | 4 |
|
|
2020
Q4 | $16.4M | Sell |
168,332
-22,836
| -12% | -$2.02M | 3.89% | 6 |
|
|
2020
Q3 | $15M | Buy |
191,168
+10,789
| +6% | +$797K | 3.98% | 5 |
|
|
2020
Q2 | $12.4M | Sell |
180,379
-2,163
| -1% | -$137K | 3.57% | 9 |
|
|
2020
Q1 | $9.47M | Sell |
182,542
-2,882
| -2% | -$205K | 3.26% | 14 |
|
|
2019
Q4 | $15.7M | Sell |
185,424
-1,448
| -0.8% | -$115K | 4.07% | 5 |
|
|
2019
Q3 | $13.9M | Sell |
186,872
-4,165
| -2% | -$295K | 3.72% | 6 |
|
|
2019
Q2 | $13.6M | Buy |
191,037
+32,533
| +21% | +$2.4M | 3.63% | 7 |
|
|
2019
Q1 | $12.2M | Sell |
158,504
-4,526
| -3% | -$347K | 3.36% | 10 |
|
|
2018
Q4 | $11.2M | Sell |
163,030
-16,858
| -9% | -$1.2M | 3.37% | 8 |
|
|
2018
Q3 | $13.3M | Sell |
179,888
-27,020
| -13% | -$2.08M | 3.08% | 10 |
|
|
2018
Q2 | $15.6M | Buy |
206,908
+21,713
| +12% | +$1.65M | 3.28% | 9 |
|
|
2018
Q1 | $14.3M | Sell |
185,195
-13,173
| -7% | -$1.07M | 3.03% | 12 |
|
|
2017
Q4 | $16M | Sell |
198,368
-1,388
| -0.7% | -$112K | 3.17% | 14 |
|
|
2017
Q3 | $16.1M | Buy |
199,756
+2,193
| +1% | +$173K | 3.34% | 12 |
|
|
2017
Q2 | $15.5M | Buy |
197,563
+1,021
| +0.5% | +$76.3K | 3.23% | 13 |
|
|
2017
Q1 | $14.4M | Buy |
196,542
+5,476
| +3% | +$401K | 3.05% | 16 |
|
|
2016
Q4 | $13.6M | Sell |
191,066
-20,887
| -10% | -$1.38M | 3.05% | 14 |
|
|
2016
Q3 | $13.6M | Buy |
211,953
+1,999
| +1% | +$129K | 2.91% | 17 |
|
|
2016
Q2 | $13M | Buy |
209,954
+2,811
| +1% | +$178K | 2.82% | 15 |
|
|
2016
Q1 | $13.3M | Buy |
207,143
+3,003
| +1% | +$167K | 3% | 12 |
|
|
2015
Q4 | $11.1M | Buy |
204,140
+40,254
| +25% | +$2.29M | 2.69% | 17 |
|
|
2015
Q3 | $9.06M | Sell |
163,886
-490
| -0.3% | -$27.2K | 2.25% | 22 |
|
|
2015
Q2 | $9.17M | Sell |
164,376
-1,240
| -0.7% | -$75.4K | 2.21% | 23 |
|
|
2015
Q1 | $10.1M | Buy |
165,616
+28,550
| +21% | +$1.7M | 2.38% | 21 |
|
|
2014
Q4 | $7.93M | Sell |
137,066
-1,870
| -1% | -$104K | 1.93% | 27 |
|
|
2014
Q3 | $7.69M | Sell |
138,936
-25,820
| -16% | -$1.56M | 1.97% | 26 |
|
|
2014
Q2 | $9.95M | Sell |
164,756
-1,390
| -0.8% | -$81K | 2.53% | 19 |
|
|
2014
Q1 | $9.86M | Sell |
166,146
-36,540
| -18% | -$1.99M | 2.6% | 19 |
|
|
2013
Q4 | $11M | Sell |
202,686
-41,870
| -17% | -$2.13M | 2.92% | 16 |
|
|
2013
Q3 | $11.9M | Sell |
244,556
-3,430
| -1% | -$157K | 3.28% | 10 |
|
|
2013
Q2 | $9.88M | Buy |
+247,986
| New | +$9.66M | 2.88% | 11 |
|
Other funds holding ARW
AACR
VPM
VCM
GA
Speece Thorson Capital Group's ARW Position: Q1 2026 in Review
Speece Thorson Capital Group reduced its Arrow Electronics (ARW) stake by 30% in Q1 2026, selling an estimated $6.06M and leaving 101,062 shares worth $14.5M. The position accounts for 3.3% of the portfolio, ranked #8.
Speece Thorson Capital Group first reported a position in ARW in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.8M in Q2 2025. 526 funds tracked by Wall St. Rank hold ARW as of Q1 2026.
- Speece Thorson Capital Group held 101,062 shares of Arrow Electronics worth $14.5M as of Q1 2026.
- Speece Thorson Capital Group sold 44,169 Arrow Electronics shares in Q1 2026, an estimated $6.06M.
- Arrow Electronics made up 3.3% of Speece Thorson Capital Group's portfolio in Q1 2026, its #8 holding.
- Speece Thorson Capital Group first reported a position in Arrow Electronics in Q2 2013 and has held it in 52 quarters since.
- Speece Thorson Capital Group's Arrow Electronics position peaked at $19.8M in Q2 2025.
- 526 funds tracked by Wall St. Rank held Arrow Electronics as of Q1 2026.
Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.