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Forum Financial Management’s SPX Corp SPXC Stock Holding History

Forum Financial Management’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,677
Closed -$336K – 896
2025
Q4 		$336K Hold
1,677
– – ﹤0.01% 686
2025
Q3 		$313K Buy
1,677
+1
+0.1% +$185 ﹤0.01% 714
2025
Q2 		$281K Buy
1,676
+2
+0.1% +$293 ﹤0.01% 709
2025
Q1 		$216K Buy
1,674
+4
+0.2% +$573 ﹤0.01% 776
2024
Q4 		$243K Hold
1,670
– – ﹤0.01% 747
2024
Q3 		$266K Buy
1,670
+1
+0.1% +$151 ﹤0.01% 576
2024
Q2 		$237K Buy
1,669
+2
+0.1% +$264 ﹤0.01% 586
2024
Q1 		$205K Buy
+1,667
New +$181K ﹤0.01% 694

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Forum Financial Management sold out of SPX Corp (SPXC) in Q1 2026, closing a stake of 1,677 shares — an estimated $336K sold.

Forum Financial Management first reported a position in SPXC in Q1 2024 and held it in 8 quarters. The position peaked at $336K in Q4 2025. 482 funds tracked by Wall St. Rank hold SPXC as of Q1 2026.

  • Forum Financial Management reported no remaining SPX Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,677 SPX Corp shares in Q1 2026, an estimated $336K.
  • Forum Financial Management first reported a position in SPX Corp in Q1 2024 and held it in 8 quarters.
  • Forum Financial Management's SPX Corp position peaked at $336K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held SPX Corp as of Q1 2026.

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