Forum Financial Management’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,366	Closed	-$670K	–	688
2025 Q4	$670K	Hold	6,366	–	–	0.01%	363
2025 Q3	$639K	Buy	6,366 +803	+14%	+$75.9K	0.01%	365
2025 Q2	$510K	Sell	5,563 -555	-9%	-$48.7K	0.01%	400
2025 Q1	$562K	Buy	6,118 +2	+0%	+$171	0.01%	330
2024 Q4	$518K	Hold	6,116	–	–	0.01%	370
2024 Q3	$483K	Buy	6,116 +5	+0.1%	+$392	0.01%	341
2024 Q2	$457K	Buy	6,111 +8	+0.1%	+$606	0.01%	336
2024 Q1	$478K	Sell	6,103 -138	-2%	-$10.2K	0.01%	337
2023 Q4	$434K	Hold	6,241	–	–	0.01%	330
2023 Q3	$395K	Hold	6,241	–	–	0.01%	339
2023 Q2	$371K	Sell	6,241 -40	-0.6%	-$2.31K	0.01%	374
2023 Q1	$364K	Buy	6,281 +40	+0.6%	+$2.37K	0.01%	346
2022 Q4	$364K	Hold	6,241	–	–	0.01%	339
2022 Q3	$311K	Hold	6,241	–	–	0.02%	331
2022 Q2	$370K	Hold	6,241	–	–	0.02%	298
2022 Q1	$404K	Hold	6,241	–	–	0.02%	294
2021 Q4	$360K	Buy	+6,241	New	+$354K	0.02%	335

Other funds holding L

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return