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Forum Financial Management’s Idexx Laboratories IDXX Stock Holding History

Forum Financial Management’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-692
Closed -$468K – 650
2025
Q4 		$468K Buy
692
+1
+0.1% +$681 0.01% 508
2025
Q3 		$441K Buy
691
+96
+16% +$58.3K 0.01% 520
2025
Q2 		$319K Buy
595
+1
+0.2% +$478 ﹤0.01% 639
2025
Q1 		$249K Sell
594
-27
-4% -$11.7K ﹤0.01% 701
2024
Q4 		$257K Buy
621
+29
+5% +$12.7K ﹤0.01% 708
2024
Q3 		$299K Buy
592
+2
+0.3% +$972 0.01% 519
2024
Q2 		$287K Hold
590
– – 0.01% 497
2024
Q1 		$319K Hold
590
– – 0.01% 474
2023
Q4 		$327K Hold
590
– – 0.01% 421
2023
Q3 		$258K Hold
590
– – 0.01% 473
2023
Q2 		$296K Sell
590
-1
-0.2% -$479 0.01% 435
2023
Q1 		$296K Buy
591
+1
+0.2% +$479 0.01% 404
2022
Q4 		$241K Buy
+590
New +$229K 0.01% 474
2022
Q2 		– Sell
-508
Closed -$277K – 614
2022
Q1 		$277K Buy
508
+8
+2% +$4.21K 0.01% 428
2021
Q4 		$329K Buy
+500
New +$314K 0.02% 374

Other funds holding IDXX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forum Financial Management sold out of Idexx Laboratories (IDXX) in Q1 2026, closing a stake of 692 shares — an estimated $468K sold.

Forum Financial Management first reported a position in IDXX in Q4 2021 and held it in 15 quarters. The position peaked at $468K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Forum Financial Management reported no remaining Idexx Laboratories position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 692 Idexx Laboratories shares in Q1 2026, an estimated $468K.
  • Forum Financial Management first reported a position in Idexx Laboratories in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Idexx Laboratories position peaked at $468K in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

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