FFM
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Forum Financial Management’s Warrior Met Coal HCC Stock Holding History

Forum Financial Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,334
Closed -$206K – 624
2025
Q4 		$206K Buy
+2,334
New +$175K ﹤0.01% 962

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Forum Financial Management sold out of Warrior Met Coal (HCC) in Q1 2026, closing a stake of 2,334 shares — an estimated $206K sold.

Forum Financial Management first reported a position in HCC in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 344 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Forum Financial Management reported no remaining Warrior Met Coal position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,334 Warrior Met Coal shares in Q1 2026, an estimated $206K.
  • Forum Financial Management first reported a position in Warrior Met Coal in Q4 2025 and held it in 1 quarter.
  • Forum Financial Management's Warrior Met Coal position peaked at $206K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

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