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Forum Financial Management’s Boot Barn BOOT Stock Holding History

Forum Financial Management’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,230
Closed -$217K – 425
2025
Q4 		$217K Hold
1,230
– – ﹤0.01% 927
2025
Q3 		$204K Buy
+1,230
New +$212K ﹤0.01% 968

Other funds holding BOOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Forum Financial Management sold out of Boot Barn (BOOT) in Q1 2026, closing a stake of 1,230 shares — an estimated $217K sold.

Forum Financial Management first reported a position in BOOT in Q3 2025 and held it in 2 quarters. The position peaked at $217K in Q4 2025. 450 funds tracked by Wall St. Rank hold BOOT as of Q1 2026.

  • Forum Financial Management reported no remaining Boot Barn position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,230 Boot Barn shares in Q1 2026, an estimated $217K.
  • Forum Financial Management first reported a position in Boot Barn in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Boot Barn position peaked at $217K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Boot Barn as of Q1 2026.

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