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Forum Financial Management’s Louisiana-Pacific LPX Stock Holding History

Forum Financial Management’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,554
Closed -$206K – 702
2025
Q4 		$206K Sell
2,554
-3
-0.1% -$253 ﹤0.01% 957
2025
Q3 		$227K Buy
2,557
+1
+0% +$92 ﹤0.01% 897
2025
Q2 		$220K Buy
2,556
+5
+0.2% +$444 ﹤0.01% 856
2025
Q1 		$235K Buy
2,551
+5
+0.2% +$522 ﹤0.01% 728
2024
Q4 		$264K Buy
2,546
+2
+0.1% +$218 ﹤0.01% 691
2024
Q3 		$273K Buy
2,544
+2
+0.1% +$189 ﹤0.01% 563
2024
Q2 		$209K Buy
2,542
+2
+0.1% +$167 ﹤0.01% 657
2024
Q1 		$213K Buy
+2,540
New +$183K ﹤0.01% 676

Other funds holding LPX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Forum Financial Management sold out of Louisiana-Pacific (LPX) in Q1 2026, closing a stake of 2,554 shares — an estimated $206K sold.

Forum Financial Management first reported a position in LPX in Q1 2024 and held it in 8 quarters. The position peaked at $273K in Q3 2024. 411 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

  • Forum Financial Management reported no remaining Louisiana-Pacific position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,554 Louisiana-Pacific shares in Q1 2026, an estimated $206K.
  • Forum Financial Management first reported a position in Louisiana-Pacific in Q1 2024 and held it in 8 quarters.
  • Forum Financial Management's Louisiana-Pacific position peaked at $273K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

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