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Forum Financial Management’s ArcelorMittal MT Stock Holding History

Forum Financial Management’s Portfolio MT Stock Details MT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,344
Closed -$289K – 740
2025
Q4 		$289K Hold
6,344
– – ﹤0.01% 768
2025
Q3 		$229K Hold
6,344
– – ﹤0.01% 891
2025
Q2 		$200K Buy
+6,344
New +$188K ﹤0.01% 910

Other funds holding MT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Forum Financial Management sold out of ArcelorMittal (MT) in Q1 2026, closing a stake of 6,344 shares — an estimated $289K sold.

Forum Financial Management first reported a position in MT in Q2 2025 and held it in 3 quarters. The position peaked at $289K in Q4 2025. 298 funds tracked by Wall St. Rank hold MT as of Q1 2026.

  • Forum Financial Management reported no remaining ArcelorMittal position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,344 ArcelorMittal shares in Q1 2026, an estimated $289K.
  • Forum Financial Management first reported a position in ArcelorMittal in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's ArcelorMittal position peaked at $289K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held ArcelorMittal as of Q1 2026.

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