FFM
AYI icon

Forum Financial Management’s Acuity Brands AYI Stock Holding History

Forum Financial Management’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,139
Closed -$410K – 397
2025
Q4 		$410K Buy
1,139
+1
+0.1% +$361 0.01% 582
2025
Q3 		$392K Buy
1,138
+1
+0.1% +$319 0.01% 584
2025
Q2 		$339K Sell
1,137
-1
-0.1% -$259 0.01% 598
2025
Q1 		$300K Buy
1,138
+3
+0.3% +$907 0.01% 592
2024
Q4 		$332K Sell
1,135
-199
-15% -$62.1K 0.01% 555
2024
Q3 		$367K Sell
1,334
-15
-1% -$3.73K 0.01% 436
2024
Q2 		$326K Buy
1,349
+2
+0.1% +$511 0.01% 446
2024
Q1 		$362K Sell
1,347
-14
-1% -$3.39K 0.01% 431
2023
Q4 		$279K Hold
1,361
– – 0.01% 482
2023
Q3 		$232K Hold
1,361
– – 0.01% 527
2023
Q2 		$222K Buy
1,361
+266
+24% +$42.5K 0.01% 572
2023
Q1 		$200K Buy
+1,095
New +$202K 0.01% 577
2022
Q2 		– Sell
-1,095
Closed -$207K – 584
2022
Q1 		$207K Hold
1,095
– – 0.01% 554
2021
Q4 		$232K Buy
+1,095
New +$226K 0.01% 543

Other funds holding AYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Forum Financial Management sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 1,139 shares — an estimated $410K sold.

Forum Financial Management first reported a position in AYI in Q4 2021 and held it in 14 quarters. The position peaked at $410K in Q4 2025. 584 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Forum Financial Management reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,139 Acuity Brands shares in Q1 2026, an estimated $410K.
  • Forum Financial Management first reported a position in Acuity Brands in Q4 2021 and held it in 14 quarters.
  • Forum Financial Management's Acuity Brands position peaked at $410K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

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