Forum Financial Management’s W.W. Grainger GWW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-364
Closed -$367K 618
2025
Q4
$367K Sell
364
-23
-6% -$22.3K ﹤0.01% 640
2025
Q3
$369K Buy
387
+23
+6% +$23.1K 0.01% 618
2025
Q2
$379K Hold
364
0.01% 533
2025
Q1
$360K Sell
364
-1
-0.3% -$1.03K 0.01% 498
2024
Q4
$385K Buy
365
+4
+1% +$4.51K 0.01% 495
2024
Q3
$375K Buy
361
+3
+0.8% +$2.9K 0.01% 423
2024
Q2
$323K Sell
358
-3
-0.8% -$2.82K 0.01% 448
2024
Q1
$367K Buy
361
+3
+0.8% +$2.8K 0.01% 424
2023
Q4
$297K Sell
358
-20
-5% -$15.4K 0.01% 459
2023
Q3
$262K Buy
378
+20
+6% +$14.5K 0.01% 469
2023
Q2
$282K Buy
358
+2
+0.6% +$1.38K 0.01% 458
2023
Q1
$245K Buy
+356
New +$227K 0.01% 466

Other funds holding GWW

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

Forum Financial Management sold out of W.W. Grainger (GWW) in Q1 2026, closing a stake of 364 shares — an estimated $367K sold.

Forum Financial Management first reported a position in GWW in Q1 2023 and held it in 12 quarters. The position peaked at $385K in Q4 2024. 1,273 funds tracked by Wall St. Rank hold GWW as of Q1 2026.

  • Forum Financial Management reported no remaining W.W. Grainger position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 364 W.W. Grainger shares in Q1 2026, an estimated $367K.
  • Forum Financial Management first reported a position in W.W. Grainger in Q1 2023 and held it in 12 quarters.
  • Forum Financial Management's W.W. Grainger position peaked at $385K in Q4 2024.
  • 1,273 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2026.

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