Forum Financial Management’s Jones Lang LaSalle JLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,558	Closed	-$524K	–	676
2025 Q4	$524K	Buy	1,558 +1	+0.1%	+$313	0.01%	449
2025 Q3	$464K	Buy	1,557 +112	+8%	+$32K	0.01%	497
2025 Q2	$370K	Sell	1,445 -114	-7%	-$26.1K	0.01%	544
2025 Q1	$386K	Buy	1,559 +3	+0.2%	+$789	0.01%	463
2024 Q4	$394K	Buy	1,556 +341	+28%	+$90.9K	0.01%	486
2024 Q3	$328K	Buy	1,215 +2	+0.2%	+$485	0.01%	474
2024 Q2	$249K	Buy	1,213 +2	+0.2%	+$388	﹤0.01%	558
2024 Q1	$236K	Hold	1,211	–	–	﹤0.01%	621
2023 Q4	$229K	Buy	+1,211	New	+$183K	﹤0.01%	581
2022 Q3	–	Sell	-1,203	Closed	-$210K	–	573
2022 Q2	$210K	Buy	1,203 +38	+3%	+$7.57K	0.01%	504
2022 Q1	$278K	Hold	1,165	–	–	0.01%	425
2021 Q4	$314K	Buy	+1,165	New	+$300K	0.02%	396

Other funds holding JLL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Forum Financial Management sold out of Jones Lang LaSalle (JLL) in Q1 2026, closing a stake of 1,558 shares — an estimated $524K sold.

Forum Financial Management first reported a position in JLL in Q4 2021 and held it in 12 quarters. The position peaked at $524K in Q4 2025. 661 funds tracked by Wall St. Rank hold JLL as of Q1 2026.

Forum Financial Management reported no remaining Jones Lang LaSalle position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,558 Jones Lang LaSalle shares in Q1 2026, an estimated $524K.
Forum Financial Management first reported a position in Jones Lang LaSalle in Q4 2021 and held it in 12 quarters.
Forum Financial Management's Jones Lang LaSalle position peaked at $524K in Q4 2025.
661 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.

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