Forum Financial Management’s Comfort Systems FIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-504	Closed	-$470K	–	577
2025 Q4	$470K	Sell	504 -87	-15%	-$80.3K	0.01%	506
2025 Q3	$488K	Sell	591 -244	-29%	-$165K	0.01%	465
2025 Q2	$448K	Buy	835 +2	+0.2%	+$871	0.01%	461
2025 Q1	$269K	Buy	833 +2	+0.2%	+$807	﹤0.01%	652
2024 Q4	$352K	Buy	831 +1	+0.1%	+$439	0.01%	523
2024 Q3	$324K	Sell	830 -2	-0.2%	-$659	0.01%	479
2024 Q2	$253K	Buy	832 +4	+0.5%	+$1.27K	﹤0.01%	551
2024 Q1	$263K	Buy	+828	New	+$212K	﹤0.01%	559

Other funds holding FIX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Forum Financial Management sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 504 shares — an estimated $470K sold.

Forum Financial Management first reported a position in FIX in Q1 2024 and held it in 8 quarters. The position peaked at $488K in Q3 2025. 1,201 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Forum Financial Management reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 504 Comfort Systems shares in Q1 2026, an estimated $470K.
Forum Financial Management first reported a position in Comfort Systems in Q1 2024 and held it in 8 quarters.
Forum Financial Management's Comfort Systems position peaked at $488K in Q3 2025.
1,201 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

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