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Forum Financial Management’s Nucor NUE Stock Holding History

Forum Financial Management’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,220
Closed -$688K – 763
2025
Q4 		$688K Buy
4,220
+16
+0.4% +$2.4K 0.01% 352
2025
Q3 		$569K Buy
4,204
+1,032
+33% +$146K 0.01% 412
2025
Q2 		$411K Sell
3,172
-498
-14% -$58.2K 0.01% 492
2025
Q1 		$442K Sell
3,670
-712
-16% -$91.7K 0.01% 421
2024
Q4 		$511K Buy
4,382
+271
+7% +$39K 0.01% 372
2024
Q3 		$618K Buy
4,111
+4
+0.1% +$602 0.01% 271
2024
Q2 		$649K Buy
4,107
+14
+0.3% +$2.43K 0.01% 238
2024
Q1 		$810K Buy
4,093
+16
+0.4% +$2.92K 0.01% 222
2023
Q4 		$710K Sell
4,077
-22
-0.5% -$3.49K 0.01% 212
2023
Q3 		$641K Buy
4,099
+22
+0.5% +$3.64K 0.01% 225
2023
Q2 		$669K Buy
4,077
+122
+3% +$17.8K 0.02% 228
2023
Q1 		$611K Hold
3,955
– – 0.02% 221
2022
Q4 		$521K Sell
3,955
-95
-2% -$12.9K 0.02% 245
2022
Q3 		$433K Buy
4,050
+252
+7% +$31.6K 0.02% 249
2022
Q2 		$397K Buy
3,798
+64
+2% +$8.66K 0.02% 283
2022
Q1 		$555K Hold
3,734
– – 0.03% 222
2021
Q4 		$426K Buy
+3,734
New +$408K 0.02% 285

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Forum Financial Management sold out of Nucor (NUE) in Q1 2026, closing a stake of 4,220 shares — an estimated $688K sold.

Forum Financial Management first reported a position in NUE in Q4 2021 and held it in 17 quarters. The position peaked at $810K in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Forum Financial Management reported no remaining Nucor position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,220 Nucor shares in Q1 2026, an estimated $688K.
  • Forum Financial Management first reported a position in Nucor in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Nucor position peaked at $810K in Q1 2024.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

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