Forum Financial Management’s STMicroelectronics STM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-23,785	Closed	-$617K	–	902
2025 Q4	$617K	Hold	23,785	–	–	0.01%	392
2025 Q3	$672K	Buy	+23,785	New	+$665K	0.01%	344
2025 Q2	–	Sell	-10,737	Closed	-$236K	–	983
2025 Q1	$236K	Hold	10,737	–	–	﹤0.01%	724
2024 Q4	$268K	Buy	10,737 +65	+0.6%	+$1.73K	﹤0.01%	682
2024 Q3	$317K	Hold	10,672	–	–	0.01%	490
2024 Q2	$419K	Hold	10,672	–	–	0.01%	362
2024 Q1	$461K	Hold	10,672	–	–	0.01%	350
2023 Q4	$535K	Hold	10,672	–	–	0.01%	276
2023 Q3	$461K	Hold	10,672	–	–	0.01%	302
2023 Q2	$533K	Hold	10,672	–	–	0.01%	278
2023 Q1	$571K	Sell	10,672 -7	-0.1%	-$327	0.02%	235
2022 Q4	$380K	Buy	10,679 +7	+0.1%	+$247	0.01%	323
2022 Q3	$330K	Hold	10,672	–	–	0.02%	316
2022 Q2	$336K	Hold	10,672	–	–	0.02%	322
2022 Q1	$461K	Hold	10,672	–	–	0.02%	257
2021 Q4	$522K	Buy	+10,672	New	+$505K	0.03%	233

Other funds holding STM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Forum Financial Management sold out of STMicroelectronics (STM) in Q1 2026, closing a stake of 23,785 shares — an estimated $617K sold.

Forum Financial Management first reported a position in STM in Q4 2021 and held it in 16 quarters. The position peaked at $672K in Q3 2025. 393 funds tracked by Wall St. Rank hold STM as of Q1 2026.

Forum Financial Management reported no remaining STMicroelectronics position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 23,785 STMicroelectronics shares in Q1 2026, an estimated $617K.
Forum Financial Management first reported a position in STMicroelectronics in Q4 2021 and held it in 16 quarters.
Forum Financial Management's STMicroelectronics position peaked at $672K in Q3 2025.
393 funds tracked by Wall St. Rank held STMicroelectronics as of Q1 2026.

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