Forum Financial Management’s Builders FirstSource BLDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,816	Closed	-$290K	–	417
2025 Q4	$290K	Sell	2,816 -3	-0.1%	-$337	﹤0.01%	764
2025 Q3	$342K	Hold	2,819	–	–	﹤0.01%	664
2025 Q2	$329K	Sell	2,819 -400	-12%	-$46.2K	0.01%	625
2025 Q1	$402K	Sell	3,219 -1,364	-30%	-$198K	0.01%	452
2024 Q4	$655K	Sell	4,583 -2,082	-31%	-$368K	0.01%	297
2024 Q3	$1.29M	Hold	6,665	–	–	0.02%	151
2024 Q2	$923K	Buy	6,665 +1,814	+37%	+$308K	0.02%	186
2024 Q1	$1.01M	Hold	4,851	–	–	0.02%	193
2023 Q4	$810K	Buy	4,851 +200	+4%	+$26.6K	0.02%	195
2023 Q3	$579K	Hold	4,651	–	–	0.01%	249
2023 Q2	$633K	Hold	4,651	–	–	0.01%	242
2023 Q1	$413K	Hold	4,651	–	–	0.01%	307
2022 Q4	$302K	Hold	4,651	–	–	0.01%	392
2022 Q3	$274K	Hold	4,651	–	–	0.01%	372
2022 Q2	$250K	Buy	4,651 +90	+2%	+$5.52K	0.01%	424
2022 Q1	$294K	Hold	4,561	–	–	0.01%	402
2021 Q4	$391K	Buy	+4,561	New	+$309K	0.02%	317

Other funds holding BLDR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Forum Financial Management sold out of Builders FirstSource (BLDR) in Q1 2026, closing a stake of 2,816 shares — an estimated $290K sold.

Forum Financial Management first reported a position in BLDR in Q4 2021 and held it in 17 quarters. The position peaked at $1.29M in Q3 2024. 724 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Forum Financial Management reported no remaining Builders FirstSource position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,816 Builders FirstSource shares in Q1 2026, an estimated $290K.
Forum Financial Management first reported a position in Builders FirstSource in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Builders FirstSource position peaked at $1.29M in Q3 2024.
724 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

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