Forum Financial Management’s Texas Pacific Land TPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-834	Closed	-$240K	–	931
2025 Q4	$240K	Sell	834 -225	-21%	-$68.7K	﹤0.01%	868
2025 Q3	$330K	Buy	1,059 +246	+30%	+$77.5K	﹤0.01%	684
2025 Q2	$286K	Hold	813	–	–	﹤0.01%	700
2025 Q1	$359K	Buy	813 +6	+0.7%	+$2.67K	0.01%	499
2024 Q4	$298K	Hold	807	–	–	﹤0.01%	623
2024 Q3	$238K	Buy	+807	New	+$222K	﹤0.01%	635
2024 Q1	–	Sell	-1,152	Closed	-$201K	–	756
2023 Q4	$201K	Sell	1,152 -297	-20%	-$56.4K	﹤0.01%	645
2023 Q3	$294K	Buy	+1,449	New	+$273K	0.01%	427
2023 Q2	–	Sell	-1,089	Closed	-$206K	–	674
2023 Q1	$206K	Hold	1,089	–	–	0.01%	558
2022 Q4	$284K	Hold	1,089	–	–	0.01%	408
2022 Q3	$215K	Buy	+1,089	New	+$210K	0.01%	476

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

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

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

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

Forum Financial Management sold out of Texas Pacific Land (TPL) in Q1 2026, closing a stake of 834 shares — an estimated $240K sold.

Forum Financial Management first reported a position in TPL in Q3 2022 and held it in 11 quarters. The position peaked at $359K in Q1 2025. 863 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

Forum Financial Management reported no remaining Texas Pacific Land position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 834 Texas Pacific Land shares in Q1 2026, an estimated $240K.
Forum Financial Management first reported a position in Texas Pacific Land in Q3 2022 and held it in 11 quarters.
Forum Financial Management's Texas Pacific Land position peaked at $359K in Q1 2025.
863 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

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