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Forum Financial Management’s Tapestry TPR Stock Holding History

Forum Financial Management’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,888
Closed -$625K – 932
2025
Q4 		$625K Buy
4,888
+6
+0.1% +$686 0.01% 386
2025
Q3 		$553K Sell
4,882
-114
-2% -$11.9K 0.01% 423
2025
Q2 		$439K Buy
4,996
+11
+0.2% +$833 0.01% 469
2025
Q1 		$351K Sell
4,985
-104
-2% -$7.87K 0.01% 511
2024
Q4 		$333K Buy
+5,089
New +$278K 0.01% 553
2024
Q2 		– Sell
-4,212
Closed -$200K – 767
2024
Q1 		$200K Buy
+4,212
New +$181K ﹤0.01% 707

Other funds holding TPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Forum Financial Management sold out of Tapestry (TPR) in Q1 2026, closing a stake of 4,888 shares — an estimated $625K sold.

Forum Financial Management first reported a position in TPR in Q1 2024 and held it in 6 quarters. The position peaked at $625K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

  • Forum Financial Management reported no remaining Tapestry position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,888 Tapestry shares in Q1 2026, an estimated $625K.
  • Forum Financial Management first reported a position in Tapestry in Q1 2024 and held it in 6 quarters.
  • Forum Financial Management's Tapestry position peaked at $625K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

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