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Forum Financial Management’s D.R. Horton DHI Stock Holding History

Forum Financial Management’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,819
Closed -$838K – 513
2025
Q4 		$838K Buy
5,819
+1
+0% +$152 0.01% 296
2025
Q3 		$986K Buy
5,818
+1
+0% +$157 0.01% 242
2025
Q2 		$750K Buy
5,817
+149
+3% +$18.3K 0.01% 282
2025
Q1 		$721K Sell
5,668
-11
-0.2% -$1.48K 0.01% 264
2024
Q4 		$794K Buy
5,679
+45
+0.8% +$7.52K 0.01% 245
2024
Q3 		$1.07M Sell
5,634
-290
-5% -$51K 0.02% 181
2024
Q2 		$835K Buy
5,924
+91
+2% +$13.4K 0.02% 204
2024
Q1 		$960K Buy
5,833
+25
+0.4% +$3.75K 0.02% 199
2023
Q4 		$883K Hold
5,808
– – 0.02% 183
2023
Q3 		$624K Sell
5,808
-2
-0% -$239 0.01% 229
2023
Q2 		$707K Buy
5,810
+117
+2% +$12.8K 0.02% 219
2023
Q1 		$556K Buy
5,693
+2
+0% +$191 0.02% 242
2022
Q4 		$507K Hold
5,691
– – 0.02% 250
2022
Q3 		$383K Hold
5,691
– – 0.02% 281
2022
Q2 		$377K Buy
5,691
+884
+18% +$62.1K 0.02% 291
2022
Q1 		$358K Hold
4,807
– – 0.02% 317
2021
Q4 		$521K Buy
+4,807
New +$463K 0.03% 234

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forum Financial Management sold out of D.R. Horton (DHI) in Q1 2026, closing a stake of 5,819 shares — an estimated $838K sold.

Forum Financial Management first reported a position in DHI in Q4 2021 and held it in 17 quarters. The position peaked at $1.07M in Q3 2024. 1,148 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Forum Financial Management reported no remaining D.R. Horton position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,819 D.R. Horton shares in Q1 2026, an estimated $838K.
  • Forum Financial Management first reported a position in D.R. Horton in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's D.R. Horton position peaked at $1.07M in Q3 2024.
  • 1,148 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

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