J.M. Forbes & Co’s Enterprise Products Partners EPD Stock Holding History

J.M. Forbes & Co’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$386K	Hold	10,500	–	–	0.03%	123
2026 Q1	$397K	Buy	10,500 +2,000	+24%	+$70.8K	0.03%	114
2025 Q4	$273K	Hold	8,500	–	–	0.02%	129
2025 Q3	$266K	Hold	8,500	–	–	0.02%	127
2025 Q2	$264K	Hold	8,500	–	–	0.02%	128
2025 Q1	$290K	Buy	+8,500	New	+$283K	0.03%	124

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

J.M. Forbes & Co's EPD Position: Q2 2026 in Review

J.M. Forbes & Co held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 10,500 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #123.

J.M. Forbes & Co first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $397K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

J.M. Forbes & Co held 10,500 shares of Enterprise Products Partners worth $386K as of Q2 2026.
J.M. Forbes & Co left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.03% of J.M. Forbes & Co's portfolio in Q2 2026, its #123 holding.
J.M. Forbes & Co first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
J.M. Forbes & Co's Enterprise Products Partners position peaked at $397K in Q1 2026.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.