Forum Financial Management’s Globe Life GL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,380	Closed	-$473K	–	601
2025 Q4	$473K	Hold	3,380	–	–	0.01%	503
2025 Q3	$483K	Sell	3,380 -206	-6%	-$27.9K	0.01%	472
2025 Q2	$446K	Buy	3,586 +936	+35%	+$114K	0.01%	464
2025 Q1	$349K	Sell	2,650 -5	-0.2%	-$612	0.01%	514
2024 Q4	$296K	Buy	2,655 +2	+0.1%	+$216	﹤0.01%	626
2024 Q3	$281K	Sell	2,653 -22	-0.8%	-$2.11K	﹤0.01%	551
2024 Q2	$220K	Buy	2,675 +6	+0.2%	+$497	﹤0.01%	628
2024 Q1	$311K	Hold	2,669	–	–	0.01%	489
2023 Q4	$325K	Hold	2,669	–	–	0.01%	424
2023 Q3	$290K	Hold	2,669	–	–	0.01%	431
2023 Q2	$293K	Buy	2,669 +42	+2%	+$4.51K	0.01%	439
2023 Q1	$289K	Hold	2,627	–	–	0.01%	409
2022 Q4	$317K	Hold	2,627	–	–	0.01%	376
2022 Q3	$262K	Hold	2,627	–	–	0.01%	389
2022 Q2	$256K	Buy	+2,627	New	+$258K	0.01%	417
2022 Q1	–	Sell	-2,376	Closed	-$223K	–	638
2021 Q4	$223K	Buy	+2,376	New	+$220K	0.01%	565

Other funds holding GL

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Forum Financial Management sold out of Globe Life (GL) in Q1 2026, closing a stake of 3,380 shares — an estimated $473K sold.

Forum Financial Management first reported a position in GL in Q4 2021 and held it in 16 quarters. The position peaked at $483K in Q3 2025. 669 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Forum Financial Management reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 3,380 Globe Life shares in Q1 2026, an estimated $473K.
Forum Financial Management first reported a position in Globe Life in Q4 2021 and held it in 16 quarters.
Forum Financial Management's Globe Life position peaked at $483K in Q3 2025.
669 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

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