Forum Financial Management’s CRH CRH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,398	Closed	-$923K	–	487
2025 Q4	$923K	Hold	7,398	–	–	0.01%	267
2025 Q3	$887K	Buy	7,398 +210	+3%	+$22.2K	0.01%	268
2025 Q2	$660K	Buy	7,188 +4	+0.1%	+$365	0.01%	318
2025 Q1	$632K	Buy	7,184 +2	+0%	+$197	0.01%	292
2024 Q4	$664K	Buy	7,182 +74	+1%	+$7.12K	0.01%	296
2024 Q3	$659K	Hold	7,108	–	–	0.01%	258
2024 Q2	$533K	Hold	7,108	–	–	0.01%	289
2024 Q1	$613K	Hold	7,108	–	–	0.01%	269
2023 Q4	$492K	Hold	7,108	–	–	0.01%	295
2023 Q3	$389K	Hold	7,108	–	–	0.01%	345
2023 Q2	$396K	Hold	7,108	–	–	0.01%	350
2023 Q1	$362K	Sell	7,108 -1	-0%	-$47	0.01%	347
2022 Q4	$283K	Buy	7,109 +1	+0%	+$37	0.01%	409
2022 Q3	$229K	Hold	7,108	–	–	0.01%	446
2022 Q2	$248K	Hold	7,108	–	–	0.01%	427
2022 Q1	$284K	Hold	7,108	–	–	0.01%	418
2021 Q4	$375K	Buy	+7,108	New	+$351K	0.02%	326

Other funds holding CRH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

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

Forum Financial Management sold out of CRH (CRH) in Q1 2026, closing a stake of 7,398 shares — an estimated $923K sold.

Forum Financial Management first reported a position in CRH in Q4 2021 and held it in 17 quarters. The position peaked at $923K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold CRH as of Q1 2026.

Forum Financial Management reported no remaining CRH position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 7,398 CRH shares in Q1 2026, an estimated $923K.
Forum Financial Management first reported a position in CRH in Q4 2021 and held it in 17 quarters.
Forum Financial Management's CRH position peaked at $923K in Q4 2025.
1,013 funds tracked by Wall St. Rank held CRH as of Q1 2026.

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