Forum Financial Management’s Textron TXT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,989	Closed	-$435K	–	948
2025 Q4	$435K	Buy	4,989 +4	+0.1%	+$335	0.01%	549
2025 Q3	$421K	Buy	4,985 +103	+2%	+$8.39K	0.01%	543
2025 Q2	$392K	Sell	4,882 -443	-8%	-$32.1K	0.01%	517
2025 Q1	$385K	Buy	5,325 +30	+0.6%	+$2.25K	0.01%	468
2024 Q4	$405K	Buy	5,295 +84	+2%	+$7.04K	0.01%	472
2024 Q3	$462K	Buy	5,211 +3	+0.1%	+$265	0.01%	357
2024 Q2	$447K	Buy	5,208 +4	+0.1%	+$356	0.01%	344
2024 Q1	$499K	Sell	5,204 -24	-0.5%	-$2.08K	0.01%	327
2023 Q4	$420K	Buy	5,228 +24	+0.5%	+$1.86K	0.01%	347
2023 Q3	$407K	Hold	5,204	–	–	0.01%	335
2023 Q2	$352K	Hold	5,204	–	–	0.01%	388
2023 Q1	$368K	Sell	5,204 -2	-0%	-$143	0.01%	342
2022 Q4	$369K	Buy	5,206 +2	+0%	+$136	0.01%	333
2022 Q3	$303K	Hold	5,204	–	–	0.01%	342
2022 Q2	$318K	Hold	5,204	–	–	0.02%	337
2022 Q1	$387K	Hold	5,204	–	–	0.02%	299
2021 Q4	$402K	Buy	+5,204	New	+$386K	0.02%	307

Other funds holding TXT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Forum Financial Management sold out of Textron (TXT) in Q1 2026, closing a stake of 4,989 shares — an estimated $435K sold.

Forum Financial Management first reported a position in TXT in Q4 2021 and held it in 17 quarters. The position peaked at $499K in Q1 2024. 789 funds tracked by Wall St. Rank hold TXT as of Q1 2026.

Forum Financial Management reported no remaining Textron position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 4,989 Textron shares in Q1 2026, an estimated $435K.
Forum Financial Management first reported a position in Textron in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Textron position peaked at $499K in Q1 2024.
789 funds tracked by Wall St. Rank held Textron as of Q1 2026.

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