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Forum Financial Management’s Lear LEA Stock Holding History

Forum Financial Management’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,982
Closed -$227K – 692
2025
Q4 		$227K Buy
+1,982
New +$212K ﹤0.01% 897
2022
Q1 		– Sell
-1,364
Closed -$250K – 648
2021
Q4 		$250K Buy
+1,364
New +$240K 0.01% 504

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Forum Financial Management sold out of Lear (LEA) in Q1 2026, closing a stake of 1,982 shares — an estimated $227K sold.

Forum Financial Management first reported a position in LEA in Q4 2021 and held it in 2 quarters. The position peaked at $250K in Q4 2021. 478 funds tracked by Wall St. Rank hold LEA as of Q1 2026.

  • Forum Financial Management reported no remaining Lear position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,982 Lear shares in Q1 2026, an estimated $227K.
  • Forum Financial Management first reported a position in Lear in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Lear position peaked at $250K in Q4 2021.
  • 478 funds tracked by Wall St. Rank held Lear as of Q1 2026.

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