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Forum Financial Management’s GATX Corp GATX Stock Holding History

Forum Financial Management’s Portfolio GATX Stock Details GATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,430
Closed -$243K – 595
2025
Q4 		$243K Hold
1,430
– – ﹤0.01% 859
2025
Q3 		$250K Buy
1,430
+1
+0.1% +$162 ﹤0.01% 837
2025
Q2 		$219K Buy
1,429
+92
+7% +$13.8K ﹤0.01% 858
2025
Q1 		$208K Buy
+1,337
New +$213K ﹤0.01% 799

Other funds holding GATX

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Forum Financial Management sold out of GATX Corp (GATX) in Q1 2026, closing a stake of 1,430 shares — an estimated $243K sold.

Forum Financial Management first reported a position in GATX in Q1 2025 and held it in 4 quarters. The position peaked at $250K in Q3 2025. 396 funds tracked by Wall St. Rank hold GATX as of Q1 2026.

  • Forum Financial Management reported no remaining GATX Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,430 GATX Corp shares in Q1 2026, an estimated $243K.
  • Forum Financial Management first reported a position in GATX Corp in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's GATX Corp position peaked at $250K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held GATX Corp as of Q1 2026.

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