Forum Financial Management’s Service Corp International SCI Stock Holding History

Forum Financial Management’s Portfolio SCI Stock Details SCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,892	Closed	-$225K	–	872
2025 Q4	$225K	Hold	2,892	–	–	﹤0.01%	902
2025 Q3	$241K	Buy	2,892 +1	+0%	+$80	﹤0.01%	860
2025 Q2	$235K	Buy	2,891 +18	+0.6%	+$1.41K	﹤0.01%	808
2025 Q1	$230K	Sell	2,873 -750	-21%	-$59K	﹤0.01%	746
2024 Q4	$289K	Buy	3,623 +2	+0.1%	+$164	﹤0.01%	638
2024 Q3	$286K	Buy	3,621 +3	+0.1%	+$228	﹤0.01%	541
2024 Q2	$257K	Buy	3,618 +3	+0.1%	+$213	﹤0.01%	542
2024 Q1	$268K	Hold	3,615	–	–	﹤0.01%	551
2023 Q4	$247K	Hold	3,615	–	–	﹤0.01%	546
2023 Q3	$207K	Hold	3,615	–	–	﹤0.01%	582
2023 Q2	$233K	Hold	3,615	–	–	0.01%	540
2023 Q1	$249K	Hold	3,615	–	–	0.01%	464
2022 Q4	$250K	Hold	3,615	–	–	0.01%	455
2022 Q3	$209K	Hold	3,615	–	–	0.01%	485
2022 Q2	$250K	Hold	3,615	–	–	0.01%	426
2022 Q1	$237K	Hold	3,615	–	–	0.01%	493
2021 Q4	$257K	Buy	+3,615	New	+$240K	0.01%	489

Other funds holding SCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Forum Financial Management sold out of Service Corp International (SCI) in Q1 2026, closing a stake of 2,892 shares — an estimated $225K sold.

Forum Financial Management first reported a position in SCI in Q4 2021 and held it in 17 quarters. The position peaked at $289K in Q4 2024. 564 funds tracked by Wall St. Rank hold SCI as of Q1 2026.

Forum Financial Management reported no remaining Service Corp International position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,892 Service Corp International shares in Q1 2026, an estimated $225K.
Forum Financial Management first reported a position in Service Corp International in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Service Corp International position peaked at $289K in Q4 2024.
564 funds tracked by Wall St. Rank held Service Corp International as of Q1 2026.

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