Forum Financial Management’s New York Times NYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-5,134
Closed -$356K 773
2025
Q4
$356K Buy
5,134
+6
+0.1% +$372 ﹤0.01% 655
2025
Q3
$294K Buy
5,128
+801
+19% +$45.7K ﹤0.01% 754
2025
Q2
$242K Buy
4,327
+54
+1% +$2.86K ﹤0.01% 792
2025
Q1
$212K Buy
+4,273
New +$215K ﹤0.01% 782

Other funds holding NYT

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

Forum Financial Management sold out of New York Times (NYT) in Q1 2026, closing a stake of 5,134 shares — an estimated $356K sold.

Forum Financial Management first reported a position in NYT in Q1 2025 and held it in 4 quarters. The position peaked at $356K in Q4 2025. 629 funds tracked by Wall St. Rank hold NYT as of Q1 2026.

  • Forum Financial Management reported no remaining New York Times position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,134 New York Times shares in Q1 2026, an estimated $356K.
  • Forum Financial Management first reported a position in New York Times in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's New York Times position peaked at $356K in Q4 2025.
  • 629 funds tracked by Wall St. Rank held New York Times as of Q1 2026.

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