Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Arrow Electronics (ARW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.04 SEC
2020   Q4 31,199 0.04 Reduce 3.07% <0.01 $97.31 $3,036,000 SEC
2020   Q3 32,186 0.03 Reduce 26.67% 0.01 $78.67 $2,532,000 SEC
2020   Q2 43,892 0.04 Reduce 16.71% <0.01 $68.69 $3,015,000 SEC
2020   Q1 52,700 0.04 Reduce 9.91% <0.01 $51.88 $2,734,000 SEC
2019   Q4 58,498 0.05 Reduce 33.88% 0.02 $84.74 $4,957,000 SEC
2019   Q3 88,473 0.06 Add 53.56% 0.02 $74.58 $6,598,000 SEC
2019   Q2 57,615 0.04 Add 3.75% <0.01 $71.27 $4,106,000 SEC
2019   Q1 55,531 0.04 Reduce 9.84% <0.01 $77.06 $4,279,000 SEC
2018   Q4 61,595 0.04 Reduce 46.89% 0.03 $68.95 $4,247,000 SEC
2018   Q3 115,986 0.06 Add 225.42% 0.04 $73.72 $8,550,000 SEC
2018   Q2 35,642 0.02 Reduce 83.33% 0.11 $75.28 $2,683,000 SEC
2018   Q1 213,789 0.13 Reduce 20.97% 0.04 $77.02 $16,466,000 SEC
2017   Q4 270,526 0.17 Reduce 22.65% 0.05 $80.41 $21,753,000 SEC
2017   Q3 349,740 0.22 Reduce 16.95% 0.04 $80.41 $28,123,000 SEC
2017   Q2 421,113 0.26 Reduce 19.53% 0.06 $78.42 $33,024,000 SEC
2017   Q1 523,323 0.32 Reduce 0.23% <0.01 $73.41 $38,417,000 SEC
2016   Q4 524,523 0.31 Reduce 6.23% 0.02 $71.30 $37,398,000 SEC
2016   Q3 559,353 0.31 Reduce 5.35% 0.02 $63.97 $35,782,000 SEC
2016   Q2 590,963 0.32 Reduce 18.15% 0.08 $61.90 $36,581,000 SEC
2016   Q1 722,050 0.44 Reduce 24.61% 0.12 $64.41 $46,507,000 SEC
2015   Q4 957,740 0.48 Reduce 28.52% 0.19 $54.18 $51,890,000 SEC
2015   Q3 1,339,950 0.66 Add 3.11% 0.02 $55.28 $74,072,000 SEC
2015   Q2 1,299,525 0.60 Reduce 12.46% 0.10 $55.80 $72,513,000 SEC
2015   Q1 1,484,525 0.77 Reduce 26.78% 0.25 $61.15 $90,779,000 SEC
2014   Q4 2,027,600 0.95 Reduce 10.35% 0.11 $57.89 $117,378,000 SEC
2014   Q3 2,261,700 1.07 Add 4.60% 0.05 $55.35 $125,185,000 SEC
2014   Q2 2,162,200 1.09 Reduce 12.68% 0.17 $60.41 $130,618,000 SEC
2014   Q1 2,476,300 1.33 Reduce 15.33% 0.24 $59.36 $146,993,000 SEC
2013   Q4 2,924,500 1.54 Reduce 4.70% 0.07 $54.25 $158,654,000 SEC
2013   Q3 3,068,600 1.59 Reduce 27.66% 0.52 $48.53 $148,919,000 SEC
2013   Q2 4,242,000 1.87 Reduce 1.36% 0.03 $39.85 $169,044,000 SEC
2013   Q1 4,300,400 1.97 Reduce 0.14% <0.01 $40.62 $174,682,000 SEC
2012   Q4 4,306,600 2.06 Add 0.08% <0.01 $38.08 $163,995,000 SEC
2012   Q3 4,303,300 1.85 Reduce 1.49% 0.03 $33.71 $145,064,000 SEC
2012   Q2 4,368,500 1.88 Reduce 1.35% 0.04 $32.81 $143,331,000 SEC
2012   Q1 4,428,500 2.65 Reduce 8.23% 0.23 $41.97 $185,865,000 SEC
2011   Q4 4,825,600 2.79 $37.41 $180,526,000 SEC
2011   Q3 4,825,600 2.44 $27.78 $134,056,000 SEC
2011   Q2 4,825,600 3.32 Reduce 4.61% 0.22 $41.50 $200,262,000 SEC
2011   Q1 5,058,800 4.78 $41.88 $211,863,000 SEC
2010   Q4 5,058,800 4.63 Reduce 1.02% 0.04 $34.25 $173,264,000 SEC
2010   Q3 5,110,800 4.34 $26.73 $136,612,000 SEC
2010   Q2 5,110,800 4.57 Add 2.09% 0.09 $22.35 $114,226,000 SEC
2010   Q1 5,006,400 5.28 Reduce 3.62% 0.17 $30.13 $150,843,000 SEC
2009   Q4 5,194,300 4.59 Reduce 1.47% 0.07 $29.61 $153,803,000 SEC
2009   Q3 5,271,900 4.98 Reduce 14.25% 0.75 $28.15 $148,404,000 SEC
2009   Q2 6,147,800 5.28 Reduce 2.94% 0.18 $21.24 $130,579,000 SEC
2009   Q1 6,334,200 6.03 Reduce 0.17% <0.01 $19.06 $120,729,000 SEC
2008   Q4 6,345,300 5.36 Add 88.10% 2.51 $18.84 $119,546,000 SEC
2008   Q3 3,373,350 2.96 $26.22 $88,449,000 SEC
2008   Q2 3,373,350 3.06 $30.72 $103,629,000 SEC
2008   Q1 3,373,350 3.33 Add 1.75% 0.06 $33.65 $113,513,000 SEC
2007   Q4 3,315,450 3.64 Reduce 0.24% <0.01 $39.28 $130,231,000 SEC
2007   Q3 3,323,350 3.63 $42.52 $141,309,000 SEC
2007   Q2 3,323,350 2.93 $38.43 $127,717,000 SEC
2007   Q1 3,323,350 2.92 Reduce 4.19% 0.11 $37.75 $125,457,000 SEC
2006   Q4 3,468,650 2.58 $31.55 $109,436,000 SEC