Forum Financial Management’s TopBuild BLD Stock Holding History

Forum Financial Management’s Portfolio BLD Stock Details BLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-765	Closed	-$319K	–	416
2025 Q4	$319K	Buy	765 +1	+0.1%	+$429	﹤0.01%	714
2025 Q3	$299K	Buy	764 +78	+11%	+$31.1K	﹤0.01%	742
2025 Q2	$222K	Buy	+686	New	+$203K	﹤0.01%	845
2025 Q1	–	Sell	-646	Closed	-$201K	–	872
2024 Q4	$201K	Hold	646	–	–	﹤0.01%	852
2024 Q3	$263K	Buy	646 +1	+0.2%	+$403	﹤0.01%	584
2024 Q2	$249K	Buy	645 +1	+0.2%	+$408	﹤0.01%	559
2024 Q1	$284K	Hold	644	–	–	﹤0.01%	523
2023 Q4	$241K	Buy	+644	New	+$184K	﹤0.01%	560

Other funds holding BLD

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Forum Financial Management sold out of TopBuild (BLD) in Q1 2026, closing a stake of 765 shares — an estimated $319K sold.

Forum Financial Management first reported a position in BLD in Q4 2023 and held it in 8 quarters. The position peaked at $319K in Q4 2025. 547 funds tracked by Wall St. Rank hold BLD as of Q1 2026.

Forum Financial Management reported no remaining TopBuild position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 765 TopBuild shares in Q1 2026, an estimated $319K.
Forum Financial Management first reported a position in TopBuild in Q4 2023 and held it in 8 quarters.
Forum Financial Management's TopBuild position peaked at $319K in Q4 2025.
547 funds tracked by Wall St. Rank held TopBuild as of Q1 2026.

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