FFM
IR icon

Forum Financial Management’s Ingersoll Rand IR Stock Holding History

Forum Financial Management’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,580
Closed -$521K – 662
2025
Q4 		$521K Buy
6,580
+1,486
+29% +$117K 0.01% 450
2025
Q3 		$421K Buy
5,094
+69
+1% +$5.66K 0.01% 544
2025
Q2 		$418K Sell
5,025
-8
-0.2% -$630 0.01% 485
2025
Q1 		$403K Sell
5,033
-13
-0.3% -$1.13K 0.01% 451
2024
Q4 		$456K Sell
5,046
-67
-1% -$6.67K 0.01% 414
2024
Q3 		$502K Buy
5,113
+44
+0.9% +$4.09K 0.01% 326
2024
Q2 		$460K Buy
5,069
+14
+0.3% +$1.29K 0.01% 332
2024
Q1 		$480K Buy
5,055
+139
+3% +$11.9K 0.01% 334
2023
Q4 		$380K Buy
4,916
+76
+2% +$5.2K 0.01% 373
2023
Q3 		$308K Hold
4,840
– – 0.01% 413
2023
Q2 		$316K Buy
4,840
+34
+0.7% +$2.01K 0.01% 416
2023
Q1 		$280K Buy
4,806
+105
+2% +$5.92K 0.01% 426
2022
Q4 		$246K Hold
4,701
– – 0.01% 463
2022
Q3 		$203K Sell
4,701
-990
-17% -$46.6K 0.01% 493
2022
Q2 		$239K Buy
5,691
+176
+3% +$8.01K 0.01% 449
2022
Q1 		$277K Hold
5,515
– – 0.01% 429
2021
Q4 		$341K Buy
+5,515
New +$314K 0.02% 353

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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

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

Forum Financial Management sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 6,580 shares — an estimated $521K sold.

Forum Financial Management first reported a position in IR in Q4 2021 and held it in 17 quarters. The position peaked at $521K in Q4 2025. 902 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Forum Financial Management reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,580 Ingersoll Rand shares in Q1 2026, an estimated $521K.
  • Forum Financial Management first reported a position in Ingersoll Rand in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Ingersoll Rand position peaked at $521K in Q4 2025.
  • 902 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

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