FFM
GS icon

Forum Financial Management’s Goldman Sachs GS Stock Holding History

Forum Financial Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,790
Closed -$4.21M – 612
2025
Q4 		$4.21M Buy
4,790
+18
+0.4% +$14.7K 0.05% 73
2025
Q3 		$3.8M Buy
4,772
+545
+13% +$404K 0.05% 77
2025
Q2 		$2.99M Sell
4,227
-269
-6% -$156K 0.05% 85
2025
Q1 		$2.46M Sell
4,496
-230
-5% -$138K 0.04% 95
2024
Q4 		$2.71M Buy
4,726
+722
+18% +$403K 0.04% 87
2024
Q3 		$1.98M Sell
4,004
-134
-3% -$65.5K 0.03% 110
2024
Q2 		$1.87M Buy
4,138
+300
+8% +$132K 0.03% 110
2024
Q1 		$1.6M Buy
3,838
+55
+1% +$21.3K 0.03% 142
2023
Q4 		$1.46M Sell
3,783
-661
-15% -$221K 0.03% 123
2023
Q3 		$1.44M Sell
4,444
-7
-0.2% -$2.34K 0.03% 118
2023
Q2 		$1.44M Buy
4,451
+926
+26% +$304K 0.03% 116
2023
Q1 		$1.15M Sell
3,525
-62
-2% -$21.6K 0.03% 126
2022
Q4 		$1.23M Sell
3,587
-36
-1% -$12.5K 0.04% 109
2022
Q3 		$1.06M Buy
3,623
+62
+2% +$20.1K 0.05% 110
2022
Q2 		$1.06M Sell
3,561
-175
-5% -$54.5K 0.05% 118
2022
Q1 		$1.23M Buy
3,736
+293
+9% +$103K 0.06% 100
2021
Q4 		$1.32M Buy
+3,443
New +$1.36M 0.07% 91

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Forum Financial Management sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 4,790 shares — an estimated $4.21M sold.

Forum Financial Management first reported a position in GS in Q4 2021 and held it in 17 quarters. The position peaked at $4.21M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Forum Financial Management reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,790 Goldman Sachs shares in Q1 2026, an estimated $4.21M.
  • Forum Financial Management first reported a position in Goldman Sachs in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Goldman Sachs position peaked at $4.21M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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