Forum Financial Management’s Steel Dynamics STLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,140	Closed	-$871K	–	901
2025 Q4	$871K	Buy	5,140 +1	+0%	+$159	0.01%	279
2025 Q3	$717K	Buy	5,139 +615	+14%	+$80.7K	0.01%	321
2025 Q2	$579K	Buy	4,524 +109	+2%	+$13.9K	0.01%	363
2025 Q1	$552K	Buy	4,415 +1,302	+42%	+$165K	0.01%	334
2024 Q4	$355K	Buy	3,113 +75	+2%	+$9.97K	0.01%	520
2024 Q3	$383K	Buy	3,038 +2	+0.1%	+$243	0.01%	413
2024 Q2	$393K	Sell	3,036 -6	-0.2%	-$801	0.01%	395
2024 Q1	$451K	Buy	3,042 +117	+4%	+$14.7K	0.01%	359
2023 Q4	$345K	Hold	2,925	–	–	0.01%	402
2023 Q3	$314K	Hold	2,925	–	–	0.01%	411
2023 Q2	$319K	Hold	2,925	–	–	0.01%	413
2023 Q1	$331K	Hold	2,925	–	–	0.01%	371
2022 Q4	$286K	Hold	2,925	–	–	0.01%	407
2022 Q3	$208K	Buy	+2,925	New	+$221K	0.01%	488
2022 Q2	–	Sell	-2,925	Closed	-$244K	–	643
2022 Q1	$244K	Sell	2,925 -1,228	-30%	-$82.8K	0.01%	481
2021 Q4	$258K	Buy	+4,153	New	+$260K	0.01%	487

Other funds holding STLD

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LCIP

Life Cycle Investment Partners London $21.4B AUM

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Forum Financial Management sold out of Steel Dynamics (STLD) in Q1 2026, closing a stake of 5,140 shares — an estimated $871K sold.

Forum Financial Management first reported a position in STLD in Q4 2021 and held it in 16 quarters. The position peaked at $871K in Q4 2025. 937 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

Forum Financial Management reported no remaining Steel Dynamics position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 5,140 Steel Dynamics shares in Q1 2026, an estimated $871K.
Forum Financial Management first reported a position in Steel Dynamics in Q4 2021 and held it in 16 quarters.
Forum Financial Management's Steel Dynamics position peaked at $871K in Q4 2025.
937 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

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