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Forum Financial Management’s Alcoa AA Stock Holding History

Forum Financial Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,392
Closed -$605K – 332
2025
Q4 		$605K Hold
11,392
– – 0.01% 399
2025
Q3 		$375K Buy
11,392
+4,086
+56% +$127K 0.01% 608
2025
Q2 		$216K Sell
7,306
-384
-5% -$10.4K ﹤0.01% 869
2025
Q1 		$235K Buy
+7,690
New +$269K ﹤0.01% 729
2023
Q2 		– Sell
-4,792
Closed -$204K – 660
2023
Q1 		$204K Buy
4,792
+66
+1% +$3.18K 0.01% 565
2022
Q4 		$215K Buy
+4,726
New +$206K 0.01% 528
2022
Q3 		– Sell
-4,805
Closed -$219K – 544
2022
Q2 		$219K Buy
4,805
+79
+2% +$5.13K 0.01% 477
2022
Q1 		$425K Hold
4,726
– – 0.02% 279
2021
Q4 		$282K Buy
+4,726
New +$237K 0.01% 443

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forum Financial Management sold out of Alcoa (AA) in Q1 2026, closing a stake of 11,392 shares — an estimated $605K sold.

Forum Financial Management first reported a position in AA in Q4 2021 and held it in 9 quarters. The position peaked at $605K in Q4 2025. 761 funds tracked by Wall St. Rank hold AA as of Q1 2026.

  • Forum Financial Management reported no remaining Alcoa position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 11,392 Alcoa shares in Q1 2026, an estimated $605K.
  • Forum Financial Management first reported a position in Alcoa in Q4 2021 and held it in 9 quarters.
  • Forum Financial Management's Alcoa position peaked at $605K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

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