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Forum Financial Management’s Burlington BURL Stock Holding History

Forum Financial Management’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,005
Closed -$290K – 432
2025
Q4 		$290K Buy
1,005
+1
+0.1% +$271 ﹤0.01% 763
2025
Q3 		$256K Buy
1,004
+58
+6% +$15.8K ﹤0.01% 820
2025
Q2 		$220K Sell
946
-47
-5% -$11.2K ﹤0.01% 853
2025
Q1 		$237K Buy
993
+2
+0.2% +$518 ﹤0.01% 721
2024
Q4 		$282K Buy
+991
New +$268K ﹤0.01% 653

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Forum Financial Management sold out of Burlington (BURL) in Q1 2026, closing a stake of 1,005 shares — an estimated $290K sold.

Forum Financial Management first reported a position in BURL in Q4 2024 and held it in 5 quarters. The position peaked at $290K in Q4 2025. 626 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Forum Financial Management reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,005 Burlington shares in Q1 2026, an estimated $290K.
  • Forum Financial Management first reported a position in Burlington in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Burlington position peaked at $290K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

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