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Forum Financial Management’s Owens Corning OC Stock Holding History

Forum Financial Management’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,456
Closed -$275K – 774
2025
Q4 		$275K Sell
2,456
-305
-11% -$35.8K ﹤0.01% 794
2025
Q3 		$391K Buy
2,761
+302
+12% +$44.3K 0.01% 587
2025
Q2 		$338K Sell
2,459
-81
-3% -$11.2K 0.01% 604
2025
Q1 		$363K Buy
2,540
+6
+0.2% +$992 0.01% 492
2024
Q4 		$432K Sell
2,534
-101
-4% -$18.9K 0.01% 436
2024
Q3 		$465K Sell
2,635
-58
-2% -$9.77K 0.01% 356
2024
Q2 		$468K Buy
2,693
+159
+6% +$27.5K 0.01% 327
2024
Q1 		$423K Buy
2,534
+3
+0.1% +$458 0.01% 381
2023
Q4 		$375K Hold
2,531
– – 0.01% 376
2023
Q3 		$345K Sell
2,531
-3
-0.1% -$412 0.01% 376
2023
Q2 		$331K Buy
2,534
+3
+0.1% +$329 0.01% 401
2023
Q1 		$242K Hold
2,531
– – 0.01% 467
2022
Q4 		$216K Sell
2,531
-54
-2% -$4.73K 0.01% 522
2022
Q3 		$203K Buy
+2,585
New +$217K 0.01% 494
2022
Q2 		– Sell
-2,447
Closed -$223K – 629
2022
Q1 		$223K Hold
2,447
– – 0.01% 521
2021
Q4 		$221K Buy
+2,447
New +$222K 0.01% 567

Other funds holding OC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Forum Financial Management sold out of Owens Corning (OC) in Q1 2026, closing a stake of 2,456 shares — an estimated $275K sold.

Forum Financial Management first reported a position in OC in Q4 2021 and held it in 16 quarters. The position peaked at $468K in Q2 2024. 629 funds tracked by Wall St. Rank hold OC as of Q1 2026.

  • Forum Financial Management reported no remaining Owens Corning position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,456 Owens Corning shares in Q1 2026, an estimated $275K.
  • Forum Financial Management first reported a position in Owens Corning in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Owens Corning position peaked at $468K in Q2 2024.
  • 629 funds tracked by Wall St. Rank held Owens Corning as of Q1 2026.

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