FFM
WAB icon

Forum Financial Management’s Wabtec WAB Stock Holding History

Forum Financial Management’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,297
Closed -$704K – 983
2025
Q4 		$704K Sell
3,297
-45
-1% -$9.24K 0.01% 345
2025
Q3 		$670K Sell
3,342
-27
-0.8% -$5.33K 0.01% 348
2025
Q2 		$706K Sell
3,369
-139
-4% -$26.7K 0.01% 299
2025
Q1 		$636K Sell
3,508
-418
-11% -$80.2K 0.01% 289
2024
Q4 		$745K Sell
3,926
-25
-0.6% -$4.84K 0.01% 262
2024
Q3 		$718K Sell
3,951
-7
-0.2% -$1.15K 0.01% 240
2024
Q2 		$626K Sell
3,958
-6
-0.2% -$959 0.01% 249
2024
Q1 		$578K Buy
3,964
+25
+0.6% +$3.39K 0.01% 285
2023
Q4 		$500K Sell
3,939
-789
-17% -$89.1K 0.01% 290
2023
Q3 		$502K Sell
4,728
-20
-0.4% -$2.23K 0.01% 282
2023
Q2 		$521K Buy
4,748
+1,219
+35% +$121K 0.01% 284
2023
Q1 		$357K Buy
3,529
+2
+0.1% +$204 0.01% 352
2022
Q4 		$352K Sell
3,527
-104
-3% -$9.94K 0.01% 347
2022
Q3 		$295K Hold
3,631
– – 0.01% 353
2022
Q2 		$298K Buy
3,631
+97
+3% +$8.64K 0.02% 362
2022
Q1 		$339K Buy
3,534
+5
+0.1% +$463 0.02% 344
2021
Q4 		$325K Buy
+3,529
New +$324K 0.02% 381

Other funds holding WAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Forum Financial Management sold out of Wabtec (WAB) in Q1 2026, closing a stake of 3,297 shares — an estimated $704K sold.

Forum Financial Management first reported a position in WAB in Q4 2021 and held it in 17 quarters. The position peaked at $745K in Q4 2024. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Forum Financial Management reported no remaining Wabtec position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,297 Wabtec shares in Q1 2026, an estimated $704K.
  • Forum Financial Management first reported a position in Wabtec in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Wabtec position peaked at $745K in Q4 2024.
  • 1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

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