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Forum Financial Management’s First Majestic Silver AG Stock Holding History

Forum Financial Management’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,085
Closed -$168K – 349
2025
Q4 		$168K Buy
+10,085
New +$140K ﹤0.01% 983

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Vanguard Capital Management
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Arrowstreet Capital
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

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

Forum Financial Management sold out of First Majestic Silver (AG) in Q1 2026, closing a stake of 10,085 shares — an estimated $168K sold.

Forum Financial Management first reported a position in AG in Q4 2025 and held it in 1 quarter. The position peaked at $168K in Q4 2025. 345 funds tracked by Wall St. Rank hold AG as of Q1 2026.

  • Forum Financial Management reported no remaining First Majestic Silver position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,085 First Majestic Silver shares in Q1 2026, an estimated $168K.
  • Forum Financial Management first reported a position in First Majestic Silver in Q4 2025 and held it in 1 quarter.
  • Forum Financial Management's First Majestic Silver position peaked at $168K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held First Majestic Silver as of Q1 2026.

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