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Forum Financial Management’s Liberty Media Series C FWONK Stock Holding History

Forum Financial Management’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,825
Closed -$672K – 593
2025
Q4 		$672K Buy
6,825
+1,849
+37% +$181K 0.01% 362
2025
Q3 		$520K Buy
4,976
+597
+14% +$60.5K 0.01% 442
2025
Q2 		$458K Sell
4,379
-143
-3% -$13.3K 0.01% 452
2025
Q1 		$407K Buy
4,522
+13
+0.3% +$1.21K 0.01% 444
2024
Q4 		$418K Buy
4,509
+711
+19% +$60.4K 0.01% 453
2024
Q3 		$294K Buy
3,798
+2
+0.1% +$154 ﹤0.01% 528
2024
Q2 		$273K Buy
3,796
+5
+0.1% +$353 ﹤0.01% 521
2024
Q1 		$249K Hold
3,791
– – ﹤0.01% 590
2023
Q4 		$239K Hold
3,791
– – ﹤0.01% 562
2023
Q3 		$236K Sell
3,791
-130
-3% -$8.92K 0.01% 520
2023
Q2 		$285K Hold
3,921
– – 0.01% 452
2023
Q1 		$284K Buy
3,921
+19
+0.5% +$1.28K 0.01% 420
2022
Q4 		$226K Sell
3,902
-69
-2% -$3.95K 0.01% 504
2022
Q3 		$225K Hold
3,971
– – 0.01% 457
2022
Q2 		$244K Buy
3,971
+70
+2% +$4.29K 0.01% 438
2022
Q1 		$263K Sell
3,901
-1,033
-21% -$61.5K 0.01% 458
2021
Q4 		$302K Buy
+4,934
New +$277K 0.02% 421

Other funds holding FWONK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Forum Financial Management sold out of Liberty Media Series C (FWONK) in Q1 2026, closing a stake of 6,825 shares — an estimated $672K sold.

Forum Financial Management first reported a position in FWONK in Q4 2021 and held it in 17 quarters. The position peaked at $672K in Q4 2025. 612 funds tracked by Wall St. Rank hold FWONK as of Q1 2026.

  • Forum Financial Management reported no remaining Liberty Media Series C position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,825 Liberty Media Series C shares in Q1 2026, an estimated $672K.
  • Forum Financial Management first reported a position in Liberty Media Series C in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Liberty Media Series C position peaked at $672K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2026.

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