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Forum Financial Management’s Mohawk Industries MHK Stock Holding History

Forum Financial Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,011
Closed -$220K – 720
2025
Q4 		$220K Hold
2,011
– – ﹤0.01% 921
2025
Q3 		$259K Sell
2,011
-132
-6% -$16.3K ﹤0.01% 815
2025
Q2 		$225K Sell
2,143
-165
-7% -$17.2K ﹤0.01% 837
2025
Q1 		$264K Buy
2,308
+16
+0.7% +$1.91K ﹤0.01% 660
2024
Q4 		$273K Buy
+2,292
New +$320K ﹤0.01% 675
2022
Q3 		– Sell
-1,685
Closed -$209K – 584
2022
Q2 		$209K Buy
+1,685
New +$224K 0.01% 509
2022
Q1 		– Sell
-1,231
Closed -$224K – 653
2021
Q4 		$224K Buy
+1,231
New +$220K 0.01% 563

Other funds holding MHK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Forum Financial Management sold out of Mohawk Industries (MHK) in Q1 2026, closing a stake of 2,011 shares — an estimated $220K sold.

Forum Financial Management first reported a position in MHK in Q4 2021 and held it in 7 quarters. The position peaked at $273K in Q4 2024. 470 funds tracked by Wall St. Rank hold MHK as of Q1 2026.

  • Forum Financial Management reported no remaining Mohawk Industries position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,011 Mohawk Industries shares in Q1 2026, an estimated $220K.
  • Forum Financial Management first reported a position in Mohawk Industries in Q4 2021 and held it in 7 quarters.
  • Forum Financial Management's Mohawk Industries position peaked at $273K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2026.

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