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Forum Financial Management’s LyondellBasell Industries LYB Stock Holding History

Forum Financial Management’s Portfolio LYB Stock Details LYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,835
Closed -$340K – 971
2025
Q1 		$340K Sell
4,835
-348
-7% -$26.2K 0.01% 534
2024
Q4 		$385K Buy
5,183
+2,039
+65% +$171K 0.01% 494
2024
Q3 		$302K Buy
3,144
+5
+0.2% +$479 0.01% 512
2024
Q2 		$300K Buy
3,139
+8
+0.3% +$794 0.01% 480
2024
Q1 		$320K Hold
3,131
– – 0.01% 473
2023
Q4 		$298K Hold
3,131
– – 0.01% 455
2023
Q3 		$297K Sell
3,131
-24
-0.8% -$2.31K 0.01% 425
2023
Q2 		$290K Buy
3,155
+16
+0.5% +$1.46K 0.01% 444
2023
Q1 		$295K Buy
3,139
+8
+0.3% +$744 0.01% 405
2022
Q4 		$260K Sell
3,131
-59
-2% -$4.83K 0.01% 439
2022
Q3 		$240K Sell
3,190
-304
-9% -$25.7K 0.01% 429
2022
Q2 		$306K Buy
3,494
+59
+2% +$6.15K 0.02% 346
2022
Q1 		$353K Buy
3,435
+305
+10% +$30.4K 0.02% 327
2021
Q4 		$289K Buy
+3,130
New +$290K 0.01% 440

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Forum Financial Management's LYB Position: Q2 2025 in Review

Forum Financial Management sold out of LyondellBasell Industries (LYB) in Q2 2025, closing a stake of 4,835 shares — an estimated $340K sold.

Forum Financial Management first reported a position in LYB in Q4 2021 and held it in 14 quarters. The position peaked at $385K in Q4 2024. 880 funds tracked by Wall St. Rank hold LYB as of Q2 2025.

  • Forum Financial Management reported no remaining LyondellBasell Industries position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 4,835 LyondellBasell Industries shares in Q2 2025, an estimated $340K.
  • Forum Financial Management first reported a position in LyondellBasell Industries in Q4 2021 and held it in 14 quarters.
  • Forum Financial Management's LyondellBasell Industries position peaked at $385K in Q4 2024.
  • 880 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.