J.M. Forbes & Co’s Beyond Air XAIR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-88	Closed	-$6.03K	–	144
2025 Q2	$6.03K	Hold	88	–	–	﹤0.01%	141
2025 Q1	$9.54K	Hold	88	–	–	﹤0.01%	139
2024 Q4	$12.6K	Hold	88	–	–	﹤0.01%	141
2024 Q3	$13.6K	Hold	88	–	–	﹤0.01%	138
2024 Q2	$18.8K	Hold	88	–	–	﹤0.01%	133
2024 Q1	$60.9K	Hold	88	–	–	0.01%	130
2023 Q4	$68.6K	Hold	88	–	–	0.01%	127
2023 Q3	$80.9K	Hold	88	–	–	0.01%	125
2023 Q2	$149K	Hold	88	–	–	0.02%	123
2023 Q1	$236K	Hold	88	–	–	0.03%	104
2022 Q4	$227K	Hold	88	–	–	0.03%	104
2022 Q3	$261K	Hold	88	–	–	0.04%	95
2022 Q2	$234K	Buy	88 +22	+33%	+$53.3K	0.03%	101
2022 Q1	$176K	Hold	66	–	–	0.02%	113
2021 Q4	$249K	Hold	66	–	–	0.03%	106
2021 Q3	$293K	Hold	66	–	–	0.04%	97
2021 Q2	$171K	Buy	66 +22	+50%	+$48.1K	0.02%	114
2021 Q1	$96K	Hold	44	–	–	0.01%	103
2020 Q4	$92K	Hold	44	–	–	0.01%	102
2020 Q3	$90K	Hold	44	–	–	0.01%	97
2020 Q2	$126K	Buy	44 +17	+63%	+$52.5K	0.02%	92
2020 Q1	$87K	Buy	+27	New	+$70.1K	0.02%	85

Other funds holding XAIR

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return

KCM

Kingdon Capital Management New York $976M AUM 66.76% 1-Year Est. Return

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

Wealth Effects Boston, Massachusetts $370M AUM 97.79% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

J.M. Forbes & Co's XAIR Position: Q3 2025 in Review

J.M. Forbes & Co sold out of Beyond Air (XAIR) in Q3 2025, closing a stake of 88 shares — an estimated $6.03K sold.

J.M. Forbes & Co first reported a position in XAIR in Q1 2020 and held it in 22 quarters. The position peaked at $293K in Q3 2021. 29 funds tracked by Wall St. Rank hold XAIR as of Q3 2025.

J.M. Forbes & Co reported no remaining Beyond Air position as of Q3 2025 after selling out during the quarter.
J.M. Forbes & Co sold 88 Beyond Air shares in Q3 2025, an estimated $6.03K.
J.M. Forbes & Co first reported a position in Beyond Air in Q1 2020 and held it in 22 quarters.
J.M. Forbes & Co's Beyond Air position peaked at $293K in Q3 2021.
29 funds tracked by Wall St. Rank held Beyond Air as of Q3 2025.

Based on J.M. Forbes & Co's 13F filing for Q3 2025, filed 28 Oct 2025.