Forum Financial Management
GXO icon

Forum Financial Management’s GXO Logistics GXO Stock Holding History

Forum Financial Management’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,447
Closed -$234K – 619
2025
Q4 		$234K Hold
4,447
– – ﹤0.01% 880
2025
Q3 		$235K Buy
+4,447
New +$229K ﹤0.01% 873

Other funds holding GXO

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BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Forum Financial Management sold out of GXO Logistics (GXO) in Q1 2026, closing a stake of 4,447 shares — an estimated $234K sold.

Forum Financial Management first reported a position in GXO in Q3 2025 and held it in 2 quarters. The position peaked at $235K in Q3 2025. 473 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Forum Financial Management reported no remaining GXO Logistics position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,447 GXO Logistics shares in Q1 2026, an estimated $234K.
  • Forum Financial Management first reported a position in GXO Logistics in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's GXO Logistics position peaked at $235K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

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