J.M. Forbes & Co’s Intuit INTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$329K	Sell	1,260 -375	-23%	-$131K	0.03%	131
2026 Q1	$707K	Hold	1,635	–	–	0.06%	90
2025 Q4	$1.08M	Hold	1,635	–	–	0.09%	77
2025 Q3	$1.12M	Sell	1,635 -247	-13%	-$178K	0.09%	76
2025 Q2	$1.48M	Sell	1,882 -178	-9%	-$120K	0.14%	74
2025 Q1	$1.26M	Sell	2,060 -314	-13%	-$189K	0.12%	75
2024 Q4	$1.49M	Buy	2,374 +526	+28%	+$336K	0.14%	73
2024 Q3	$1.15M	Buy	1,848 +29	+2%	+$18.5K	0.11%	76
2024 Q2	$1.2M	Sell	1,819 -124	-6%	-$76.9K	0.12%	74
2024 Q1	$1.26M	Sell	1,943 -20	-1%	-$12.8K	0.14%	73
2023 Q4	$1.23M	Hold	1,963	–	–	0.14%	70
2023 Q3	$1M	Hold	1,963	–	–	0.13%	73
2023 Q2	$899K	Hold	1,963	–	–	0.11%	80
2023 Q1	$875K	Hold	1,963	–	–	0.12%	62
2022 Q4	$764K	Hold	1,963	–	–	0.11%	62
2022 Q3	$760K	Hold	1,963	–	–	0.12%	63
2022 Q2	$757K	Sell	1,963 -47	-2%	-$19.5K	0.11%	65
2022 Q1	$966K	Hold	2,010	–	–	0.12%	61
2021 Q4	$1.29M	Hold	2,010	–	–	0.15%	55
2021 Q3	$1.08M	Sell	2,010 -175	-8%	-$94.3K	0.14%	53
2021 Q2	$1.07M	Hold	2,185	–	–	0.14%	53
2021 Q1	$837K	Hold	2,185	–	–	0.12%	57
2020 Q4	$830K	Hold	2,185	–	–	0.12%	55
2020 Q3	$713K	Hold	2,185	–	–	0.11%	59
2020 Q2	$647K	Hold	2,185	–	–	0.12%	55
2020 Q1	$503K	Hold	2,185	–	–	0.11%	59
2019 Q4	$572K	Sell	2,185 -120	-5%	-$31.4K	0.09%	70
2019 Q3	$613K	Hold	2,305	–	–	0.12%	65
2019 Q2	$602K	Hold	2,305	–	–	0.12%	63
2019 Q1	$603K	Hold	2,305	–	–	0.13%	63
2018 Q4	$454K	Hold	2,305	–	–	0.11%	69
2018 Q3	$524K	Sell	2,305 -40	-2%	-$8.59K	0.11%	70
2018 Q2	$479K	Sell	2,345 -160	-6%	-$30.7K	0.11%	73
2018 Q1	$434K	Hold	2,505	–	–	0.1%	77
2017 Q4	$395K	Hold	2,505	–	–	0.09%	80
2017 Q3	$356K	Hold	2,505	–	–	0.09%	80
2017 Q2	$332K	Hold	2,505	–	–	0.08%	79
2017 Q1	$291K	Hold	2,505	–	–	0.08%	85
2016 Q4	$287K	Hold	2,505	–	–	0.08%	80
2016 Q3	$276K	Hold	2,505	–	–	0.08%	82
2016 Q2	$279K	Hold	2,505	–	–	0.08%	80
2016 Q1	$260K	Hold	2,505	–	–	0.07%	79
2015 Q4	$241K	Hold	2,505	–	–	0.06%	81
2015 Q3	$222K	Hold	2,505	–	–	0.06%	84
2015 Q2	$252K	Hold	2,505	–	–	0.07%	80
2015 Q1	$243K	Hold	2,505	–	–	0.06%	82
2014 Q4	$223K	Sell	2,505 -125	-5%	-$11.1K	0.06%	82
2014 Q3	$230K	Buy	+2,630	New	+$219K	0.06%	84

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

J.M. Forbes & Co reduced its Intuit (INTU) stake by 23% in Q2 2026, selling an estimated $131K and leaving 1,260 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #131.

J.M. Forbes & Co first reported a position in INTU in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.49M in Q4 2024. 644 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

J.M. Forbes & Co held 1,260 shares of Intuit worth $329K as of Q2 2026.
J.M. Forbes & Co sold 375 Intuit shares in Q2 2026, an estimated $131K.
Intuit made up 0.03% of J.M. Forbes & Co's portfolio in Q2 2026, its #131 holding.
J.M. Forbes & Co first reported a position in Intuit in Q3 2014 and has held it in 48 quarters since.
J.M. Forbes & Co's Intuit position peaked at $1.49M in Q4 2024.
644 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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