Forbes J M 13F Holdings & Latest Moves
Latest 13F moves (filed Oct 16, 2026): 1 new position, 17 added, 9 reduced, 3 sold out. Largest change by value: added $LLY ($17.22M held).
- New positions
- 1
- Added / reduced
- 17 / 9
- Sold out
- 3
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $LLY | Added | +3.09K (+26.21%) | 14.89K | $17.22M | — | ||||
| $XLV | Added | +7.20K (+13.29%) | 61.37K | $10.34M | — | ||||
| $SPCX | Added | +29.62K (+180.59%) | 46.03K | $6.94M | — | ||||
| $CAT | Added | +22 (+1.17%) | 1.91K | $1.55M | — | ||||
| $CRM | Added | +68 (+1.39%) | 4.96K | $1.14M | — |
Biggest reduced and exited positions
New position in the latest 13F
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $LLY | Added | +3.09K (+26.21%) | 14.89K | $17.22M | — | ||||
| $XLV | Added | +7.20K (+13.29%) | 61.37K | $10.34M | — | ||||
| $SPCX | Added | +29.62K (+180.59%) | 46.03K | $6.94M | — | ||||
| $CAT | Added | +22 (+1.17%) | 1.91K | $1.55M | — | ||||
| $CRM | Added | +68 (+1.39%) | 4.96K | $1.14M | — | ||||
| $USB | Added | +130 (+1.14%) | 11.51K | $664.59K | — | ||||
| $NSRGY | Added | +112 (+1.94%) | 5.89K | $534.88K | — | ||||
| $PFE | Added | +221 (+1.28%) | 17.53K | $500.04K | — | ||||
| $GE | Added | +17 (+1.08%) | 1.60K | $498.73K | — | ||||
| $GLW | Added | +30 (+1.13%) | 2.68K | $411.92K | — | ||||
| $DHR | Added | +18 (+1.02%) | 1.79K | $396.13K | — | ||||
| $EPD | Added | +333 (+3.17%) | 10.83K | $385.76K | — | ||||
| $CARR | Added | +96 (+1.73%) | 5.65K | $309.90K | — | ||||
| $PCAR | Added | +47 (+1.76%) | 2.71K | $297.69K | — | ||||
| $GEV | Added | +7 (+2.66%) | 270 | $256.63K | — | ||||
| $MS | Added | +63 (+5.31%) | 1.25K | $234.91K | — | ||||
| $NFLX | Added | +60 (+1.87%) | 3.27K | $227.18K | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $DNA | Reduced | -22.54K (-2.25%) | 977.37K | $12.54M | — | ||||
| $BDX | Reduced | -31.50K (-86.53%) | 4.90K | $877.28K | — | ||||
| $BX | Reduced | -100 (-1.97%) | 4.98K | $558.54K | — | ||||
| $ISRG | Reduced | -51 (-4.59%) | 1.06K | $431.43K | — | ||||
| $SBUX | Reduced | -81 (-2.15%) | 3.68K | $345.68K | — | ||||
| $CNI | Reduced | -237 (-7.67%) | 2.85K | $339.22K | — | ||||
| $WY | Reduced | -420 (-3.05%) | 13.36K | $254.43K | — | ||||
| $NKE | Reduced | -1.75K (-20.01%) | 7K | $247.98K | — | ||||
| $IEF | Reduced | -35 (-1.31%) | 2.64K | $235.51K | — |
Sold out positions in the latest 13F
All tracked 13F moves by Forbes J M
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $WY | Reduced | -420 (-3.05%) | 13.36K | $254.43K | — | ||||
| $SBUX | Reduced | -81 (-2.15%) | 3.68K | $345.68K | — | ||||
| $IEF | Reduced | -35 (-1.31%) | 2.64K | $235.51K | — | ||||
| $ISRG | Reduced | -51 (-4.59%) | 1.06K | $431.43K | — | ||||
| $DNA | Reduced | -22.54K (-2.25%) | 977.37K | $12.54M | — | ||||
| $CNI | Reduced | -237 (-7.67%) | 2.85K | $339.22K | — | ||||
| $BX | Reduced | -100 (-1.97%) | 4.98K | $558.54K | — | ||||
| $WAT | New | +481 | 481 | $211.35K | Read | ||||
| $OTIS | Sold out | -2.81K | — | — | Read | ||||
| $NKE | Reduced | -1.75K (-20.01%) | 7K | $247.98K | — | ||||
| $FISV | Sold out | -4.26K | — | — | Read | ||||
| $BWXT | Sold out | -1.06K | — | — | Read | ||||
| $BDX | Reduced | -31.50K (-86.53%) | 4.90K | $877.28K | — | ||||
| $USB | Added | +130 (+1.14%) | 11.51K | $664.59K | — | ||||
| $XLV | Added | +7.20K (+13.29%) | 61.37K | $10.34M | — | ||||
| $SPCX | Added | +29.62K (+180.59%) | 46.03K | $6.94M | — | ||||
| $CRM | Added | +68 (+1.39%) | 4.96K | $1.14M | — | ||||
| $PFE | Added | +221 (+1.28%) | 17.53K | $500.04K | — | ||||
| $PCAR | Added | +47 (+1.76%) | 2.71K | $297.69K | — | ||||
| $NFLX | Added | +60 (+1.87%) | 3.27K | $227.18K | — | ||||
| $NSRGY | Added | +112 (+1.94%) | 5.89K | $534.88K | — | ||||
| $MS | Added | +63 (+5.31%) | 1.25K | $234.91K | — | ||||
| $GEV | Added | +7 (+2.66%) | 270 | $256.63K | — | ||||
| $GE | Added | +17 (+1.08%) | 1.60K | $498.73K | — | ||||
| $EPD | Added | +333 (+3.17%) | 10.83K | $385.76K | — | ||||
| $LLY | Added | +3.09K (+26.21%) | 14.89K | $17.22M | — | ||||
| $DHR | Added | +18 (+1.02%) | 1.79K | $396.13K | — | ||||
| $GLW | Added | +30 (+1.13%) | 2.68K | $411.92K | — | ||||
| $CAT | Added | +22 (+1.17%) | 1.91K | $1.55M | — | ||||
| $CARR | Added | +96 (+1.73%) | 5.65K | $309.90K | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Forbes J M holds or traded
Frequently asked questions
What did Forbes J M buy and sell in its latest 13F?
It opened or added to $LLY, $XLV, $SPCX, $CAT and $CRM; it cut or exited $DNA, $BDX, $BX, $ISRG and $SBUX.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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