LCM
FWRD icon

Logan Capital Management’s Forward Air FWRD Stock Holding History

Logan Capital Management’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$114K Buy
+8,454
New +$126K ﹤0.01% 289
2025
Q4 		– Sell
-7,575
Closed -$194K – 344
2025
Q3 		$194K Buy
7,575
+791
+12% +$22.8K 0.01% 272
2025
Q2 		$166K Sell
6,784
-1,632
-19% -$29K 0.01% 269
2025
Q1 		$169K Sell
8,416
-6
-0.1% -$166 0.01% 288
2024
Q4 		$272K Sell
8,422
-2,618
-24% -$91.4K 0.01% 272
2024
Q3 		$391K Sell
11,040
-414
-4% -$11.8K 0.02% 262
2024
Q2 		$218K Sell
11,454
-314
-3% -$6.48K 0.01% 282
2024
Q1 		$366K Sell
11,768
-41
-0.3% -$1.72K 0.02% 262
2023
Q4 		$742K Sell
11,809
-828
-7% -$55.7K 0.03% 228
2023
Q3 		$869K Hold
12,637
– – 0.04% 218
2023
Q2 		$1.34M Hold
12,637
– – 0.06% 191
2023
Q1 		$1.36M Sell
12,637
-871
-6% -$91.4K 0.07% 206
2022
Q4 		$1.42M Sell
13,508
-1,872
-12% -$196K 0.07% 202
2022
Q3 		$1.39M Sell
15,380
-313
-2% -$30.7K 0.08% 186
2022
Q2 		$1.44M Sell
15,693
-4,541
-22% -$421K 0.08% 185
2022
Q1 		$1.98M Sell
20,234
-462
-2% -$48.7K 0.1% 165
2021
Q4 		$2.51M Buy
20,696
+57
+0.3% +$5.83K 0.11% 153
2021
Q3 		$1.71M Buy
20,639
+513
+3% +$44.9K 0.08% 180
2021
Q2 		$1.81M Buy
20,126
+289
+1% +$26.6K 0.08% 171
2021
Q1 		$1.76M Buy
19,837
+1,153
+6% +$96.5K 0.09% 163
2020
Q4 		$1.44M Buy
18,684
+556
+3% +$38.6K 0.07% 182
2020
Q3 		$1.04M Sell
18,128
-660
-4% -$36.2K 0.06% 258
2020
Q2 		$936K Buy
18,788
+1,170
+7% +$57.4K 0.05% 199
2020
Q1 		$892K Sell
17,618
-193
-1% -$11.7K 0.06% 216
2019
Q4 		$1.25M Sell
17,811
-392
-2% -$26.6K 0.07% 186
2019
Q3 		$1.16M Sell
18,203
-260
-1% -$15.9K 0.07% 188
2019
Q2 		$1.09M Sell
18,463
-182
-1% -$11.2K 0.06% 184
2019
Q1 		$1.21M Buy
18,645
+225
+1% +$13.8K 0.07% 169
2018
Q4 		$1.01M Buy
18,420
+493
+3% +$30.3K 0.08% 161
2018
Q3 		$1.28M Buy
17,927
+792
+5% +$50.4K 0.08% 149
2018
Q2 		$1.01M Buy
17,135
+4,920
+40% +$282K 0.07% 172
2018
Q1 		$646K Buy
12,215
+1,335
+12% +$76K 0.05% 215
2017
Q4 		$625K Sell
10,880
-3,122
-22% -$179K 0.04% 211
2017
Q3 		$801K Hold
14,002
– – 0.06% 192
2017
Q2 		$746K Hold
14,002
– – 0.06% 190
2017
Q1 		$666K Buy
14,002
+435
+3% +$21.1K 0.05% 200
2016
Q4 		$643K Sell
13,567
-667
-5% -$30.5K 0.05% 206
2016
Q3 		$616K Hold
14,234
– – 0.05% 208
2016
Q2 		$634K Hold
14,234
– – 0.05% 202
2016
Q1 		$645K Hold
14,234
– – 0.05% 215
2015
Q4 		$612K Sell
14,234
-472
-3% -$21.2K 0.05% 212
2015
Q3 		$610K Hold
14,706
– – 0.05% 212
2015
Q2 		$769K Buy
14,706
+3,855
+36% +$203K 0.06% 197
2015
Q1 		$589K Sell
10,851
-141
-1% -$7.21K 0.04% 222
2014
Q4 		$554K Hold
10,992
– – 0.04% 216
2014
Q3 		$493K Hold
10,992
– – 0.04% 212
2014
Q2 		$526K Buy
10,992
+3,026
+38% +$136K 0.04% 204
2014
Q1 		$367K Buy
7,966
+765
+11% +$33.8K 0.03% 224
2013
Q4 		$316K Hold
7,201
– – 0.02% 241
2013
Q3 		$290K Buy
+7,201
New +$274K 0.02% 239

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Logan Capital Management's FWRD Position: Q2 2026 in Review

Logan Capital Management opened a new position in Forward Air (FWRD) in Q2 2026: 8,454 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in FWRD as recently as Q3 2025.

Logan Capital Management first reported a position in FWRD in Q3 2013 and has held it in 50 quarters since. The position peaked at $2.51M in Q4 2021. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Logan Capital Management held 8,454 shares of Forward Air worth $114K as of Q2 2026.
  • Forward Air was a new Logan Capital Management position in Q2 2026.
  • Forward Air made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #289 holding.
  • Logan Capital Management first reported a position in Forward Air in Q3 2013 and has held it in 50 quarters since.
  • Logan Capital Management's Forward Air position peaked at $2.51M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.