FFM
TPR icon

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 – 933
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 – 768
2024
Q1 		$200K Buy
+4,212
New +$181K ﹤0.01% 707

Other funds holding TPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return