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Forum Financial Management’s Littelfuse LFUS Stock Holding History

Forum Financial Management’s Portfolio LFUS Stock Details LFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-971
Closed -$246K – 695
2025
Q4 		$246K Buy
971
+21
+2% +$5.35K ﹤0.01% 852
2025
Q3 		$246K Buy
+950
New +$238K ﹤0.01% 846
2025
Q1 		– Sell
-942
Closed -$222K – 905
2024
Q4 		$222K Buy
+942
New +$235K ﹤0.01% 794

Other funds holding LFUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Forum Financial Management sold out of Littelfuse (LFUS) in Q1 2026, closing a stake of 971 shares — an estimated $246K sold.

Forum Financial Management first reported a position in LFUS in Q4 2024 and held it in 3 quarters. The position peaked at $246K in Q3 2025. 532 funds tracked by Wall St. Rank hold LFUS as of Q1 2026.

  • Forum Financial Management reported no remaining Littelfuse position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 971 Littelfuse shares in Q1 2026, an estimated $246K.
  • Forum Financial Management first reported a position in Littelfuse in Q4 2024 and held it in 3 quarters.
  • Forum Financial Management's Littelfuse position peaked at $246K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Littelfuse as of Q1 2026.

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