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Forum Financial Management’s Alaska Air ALK Stock Holding History

Forum Financial Management’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,546
Closed -$229K – 361
2025
Q4 		$229K Sell
4,546
-1,091
-19% -$50.4K ﹤0.01% 891
2025
Q3 		$281K Buy
5,637
+131
+2% +$7.29K ﹤0.01% 782
2025
Q2 		$272K Sell
5,506
-3,083
-36% -$150K ﹤0.01% 724
2025
Q1 		$423K Buy
+8,589
New +$564K 0.01% 435
2022
Q2 		– Sell
-3,493
Closed -$202K – 579
2022
Q1 		$202K Buy
+3,493
New +$190K 0.01% 566

Other funds holding ALK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return