Forum Financial Management’s Kirby Corp KEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,148	Closed	-$237K	–	679
2025 Q4	$237K	Buy	+2,148	New	+$218K	﹤0.01%	875
2025 Q3	–	Sell	-2,250	Closed	-$255K	–	1039
2025 Q2	$255K	Buy	2,250 +50	+2%	+$5.25K	﹤0.01%	763
2025 Q1	$222K	Buy	2,200 +2	+0.1%	+$209	﹤0.01%	760
2024 Q4	$233K	Buy	2,198 +43	+2%	+$5.18K	﹤0.01%	768
2024 Q3	$264K	Buy	2,155 +9	+0.4%	+$1.07K	﹤0.01%	580
2024 Q2	$257K	Buy	2,146 +3	+0.1%	+$335	﹤0.01%	543
2024 Q1	$204K	Buy	+2,143	New	+$181K	﹤0.01%	697

Other funds holding KEX

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

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

Forum Financial Management sold out of Kirby Corp (KEX) in Q1 2026, closing a stake of 2,148 shares — an estimated $237K sold.

Forum Financial Management first reported a position in KEX in Q1 2024 and held it in 7 quarters. The position peaked at $264K in Q3 2024. 434 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

Forum Financial Management reported no remaining Kirby Corp position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,148 Kirby Corp shares in Q1 2026, an estimated $237K.
Forum Financial Management first reported a position in Kirby Corp in Q1 2024 and held it in 7 quarters.
Forum Financial Management's Kirby Corp position peaked at $264K in Q3 2024.
434 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

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