Forum Financial Management’s Curtiss-Wright CW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,089	Closed	-$600K	–	500
2025 Q4	$600K	Hold	1,089	–	–	0.01%	402
2025 Q3	$591K	Buy	1,089 +1	+0.1%	+$493	0.01%	387
2025 Q2	$532K	Sell	1,088 -133	-11%	-$52.5K	0.01%	381
2025 Q1	$387K	Buy	1,221 +4	+0.3%	+$1.35K	0.01%	462
2024 Q4	$432K	Hold	1,217	–	–	0.01%	434
2024 Q3	$400K	Buy	1,217 +1	+0.1%	+$296	0.01%	402
2024 Q2	$330K	Buy	1,216 +1	+0.1%	+$267	0.01%	444
2024 Q1	$311K	Hold	1,215	–	–	0.01%	487
2023 Q4	$271K	Hold	1,215	–	–	0.01%	501
2023 Q3	$238K	Hold	1,215	–	–	0.01%	516
2023 Q2	$223K	Hold	1,215	–	–	0.01%	567
2023 Q1	$214K	Hold	1,215	–	–	0.01%	535
2022 Q4	$203K	Buy	+1,215	New	+$202K	0.01%	544

Other funds holding CW

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Forum Financial Management sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 1,089 shares — an estimated $600K sold.

Forum Financial Management first reported a position in CW in Q4 2022 and held it in 13 quarters. The position peaked at $600K in Q4 2025. 905 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Forum Financial Management reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,089 Curtiss-Wright shares in Q1 2026, an estimated $600K.
Forum Financial Management first reported a position in Curtiss-Wright in Q4 2022 and held it in 13 quarters.
Forum Financial Management's Curtiss-Wright position peaked at $600K in Q4 2025.
905 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

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