Forum Financial Management’s JB Hunt Transport Services JBHT Stock Holding History

Forum Financial Management’s Portfolio JBHT Stock Details JBHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,538	Closed	-$299K	–	669
2025 Q4	$299K	Sell	1,538 -267	-15%	-$45.8K	﹤0.01%	751
2025 Q3	$242K	Sell	1,805 -117	-6%	-$16.8K	﹤0.01%	855
2025 Q2	$276K	Buy	1,922 +455	+31%	+$62.9K	﹤0.01%	720
2025 Q1	$217K	Sell	1,467 -332	-18%	-$54.7K	﹤0.01%	772
2024 Q4	$307K	Buy	1,799 +460	+34%	+$82.2K	0.01%	601
2024 Q3	$231K	Buy	1,339 +1	+0.1%	+$168	﹤0.01%	652
2024 Q2	$214K	Buy	1,338 +2	+0.1%	+$335	﹤0.01%	646
2024 Q1	$266K	Hold	1,336	–	–	﹤0.01%	554
2023 Q4	$267K	Hold	1,336	–	–	0.01%	507
2023 Q3	$252K	Hold	1,336	–	–	0.01%	486
2023 Q2	$242K	Hold	1,336	–	–	0.01%	522
2023 Q1	$234K	Sell	1,336 -2	-0.1%	-$364	0.01%	488
2022 Q4	$233K	Buy	1,338 +2	+0.1%	+$349	0.01%	488
2022 Q3	$209K	Hold	1,336	–	–	0.01%	483
2022 Q2	$210K	Hold	1,336	–	–	0.01%	503
2022 Q1	$268K	Hold	1,336	–	–	0.01%	449
2021 Q4	$273K	Buy	+1,336	New	+$257K	0.01%	461

Other funds holding JBHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Forum Financial Management sold out of JB Hunt Transport Services (JBHT) in Q1 2026, closing a stake of 1,538 shares — an estimated $299K sold.

Forum Financial Management first reported a position in JBHT in Q4 2021 and held it in 17 quarters. The position peaked at $307K in Q4 2024. 767 funds tracked by Wall St. Rank hold JBHT as of Q1 2026.

Forum Financial Management reported no remaining JB Hunt Transport Services position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,538 JB Hunt Transport Services shares in Q1 2026, an estimated $299K.
Forum Financial Management first reported a position in JB Hunt Transport Services in Q4 2021 and held it in 17 quarters.
Forum Financial Management's JB Hunt Transport Services position peaked at $307K in Q4 2024.
767 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q1 2026.

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