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Forum Financial Management’s Crown Holdings CCK Stock Holding History

Forum Financial Management’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,591
Closed -$370K – 446
2025
Q4 		$370K Sell
3,591
-33
-0.9% -$3.22K ﹤0.01% 636
2025
Q3 		$350K Buy
3,624
+265
+8% +$26.6K ﹤0.01% 653
2025
Q2 		$346K Buy
3,359
+406
+14% +$38.7K 0.01% 583
2025
Q1 		$264K Hold
2,953
– – ﹤0.01% 658
2024
Q4 		$244K Buy
+2,953
New +$269K ﹤0.01% 743
2022
Q2 		– Sell
-2,087
Closed -$261K – 593
2022
Q1 		$261K Hold
2,087
– – 0.01% 462
2021
Q4 		$231K Buy
+2,087
New +$222K 0.01% 546

Other funds holding CCK

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Forum Financial Management sold out of Crown Holdings (CCK) in Q1 2026, closing a stake of 3,591 shares — an estimated $370K sold.

Forum Financial Management first reported a position in CCK in Q4 2021 and held it in 7 quarters. The position peaked at $370K in Q4 2025. 633 funds tracked by Wall St. Rank hold CCK as of Q1 2026.

  • Forum Financial Management reported no remaining Crown Holdings position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,591 Crown Holdings shares in Q1 2026, an estimated $370K.
  • Forum Financial Management first reported a position in Crown Holdings in Q4 2021 and held it in 7 quarters.
  • Forum Financial Management's Crown Holdings position peaked at $370K in Q4 2025.
  • 633 funds tracked by Wall St. Rank held Crown Holdings as of Q1 2026.

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