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Forum Financial Management’s Live Nation Entertainment LYV Stock Holding History

Forum Financial Management’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,199
Closed -$456K – 710
2025
Q4 		$456K Sell
3,199
-1
-0% -$144 0.01% 526
2025
Q3 		$523K Buy
3,200
+1
+0% +$158 0.01% 441
2025
Q2 		$484K Buy
3,199
+4
+0.1% +$551 0.01% 427
2025
Q1 		$417K Buy
3,195
+4
+0.1% +$546 0.01% 440
2024
Q4 		$413K Sell
3,191
-8
-0.3% -$1.01K 0.01% 466
2024
Q3 		$350K Buy
3,199
+2
+0.1% +$193 0.01% 454
2024
Q2 		$300K Buy
3,197
+1
+0% +$95 0.01% 481
2024
Q1 		$338K Sell
3,196
-11
-0.3% -$1.04K 0.01% 450
2023
Q4 		$300K Sell
3,207
-30
-0.9% -$2.58K 0.01% 452
2023
Q3 		$269K Hold
3,237
– – 0.01% 457
2023
Q2 		$295K Hold
3,237
– – 0.01% 438
2023
Q1 		$227K Hold
3,237
– – 0.01% 504
2022
Q4 		$226K Sell
3,237
-50
-2% -$3.71K 0.01% 502
2022
Q3 		$250K Sell
3,287
-7
-0.2% -$627 0.01% 409
2022
Q2 		$272K Buy
3,294
+63
+2% +$6.06K 0.01% 389
2022
Q1 		$380K Hold
3,231
– – 0.02% 301
2021
Q4 		$387K Buy
+3,231
New +$348K 0.02% 319

Other funds holding LYV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

Forum Financial Management sold out of Live Nation Entertainment (LYV) in Q1 2026, closing a stake of 3,199 shares — an estimated $456K sold.

Forum Financial Management first reported a position in LYV in Q4 2021 and held it in 17 quarters. The position peaked at $523K in Q3 2025. 813 funds tracked by Wall St. Rank hold LYV as of Q1 2026.

  • Forum Financial Management reported no remaining Live Nation Entertainment position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,199 Live Nation Entertainment shares in Q1 2026, an estimated $456K.
  • Forum Financial Management first reported a position in Live Nation Entertainment in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Live Nation Entertainment position peaked at $523K in Q3 2025.
  • 813 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q1 2026.

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