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Forum Financial Management’s APi Group APG Stock Holding History

Forum Financial Management’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,689
Closed -$371K – 376
2025
Q4 		$371K Buy
9,689
+3
+0% +$111 ﹤0.01% 632
2025
Q3 		$333K Buy
9,686
+902
+10% +$31.5K ﹤0.01% 678
2025
Q2 		$299K Buy
8,784
+6
+0.1% +$172 ﹤0.01% 668
2025
Q1 		$209K Buy
8,778
+33
+0.4% +$827 ﹤0.01% 792
2024
Q4 		$210K Buy
+8,745
New +$208K ﹤0.01% 826
2024
Q3 		– Sell
-8,736
Closed -$219K – 770
2024
Q2 		$219K Buy
8,736
+6
+0.1% +$151 ﹤0.01% 629
2024
Q1 		$229K Hold
8,730
– – ﹤0.01% 640
2023
Q4 		$201K Buy
+8,730
New +$168K ﹤0.01% 643

Other funds holding APG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Forum Financial Management sold out of APi Group (APG) in Q1 2026, closing a stake of 9,689 shares — an estimated $371K sold.

Forum Financial Management first reported a position in APG in Q4 2023 and held it in 8 quarters. The position peaked at $371K in Q4 2025. 577 funds tracked by Wall St. Rank hold APG as of Q1 2026.

  • Forum Financial Management reported no remaining APi Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,689 APi Group shares in Q1 2026, an estimated $371K.
  • Forum Financial Management first reported a position in APi Group in Q4 2023 and held it in 8 quarters.
  • Forum Financial Management's APi Group position peaked at $371K in Q4 2025.
  • 577 funds tracked by Wall St. Rank held APi Group as of Q1 2026.

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