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Forum Financial Management’s Aramark ARMK Stock Holding History

Forum Financial Management’s Portfolio ARMK Stock Details ARMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,223
Closed -$229K – 383
2025
Q4 		$229K Buy
6,223
+702
+13% +$26.8K ﹤0.01% 889
2025
Q3 		$212K Buy
5,521
+1
+0% +$40 ﹤0.01% 937
2025
Q2 		$231K Buy
+5,520
New +$205K ﹤0.01% 817
2024
Q4 		– Sell
-5,310
Closed -$206K – 915
2024
Q3 		$206K Buy
+5,310
New +$187K ﹤0.01% 713
2023
Q3 		– Sell
-7,341
Closed -$228K – 644
2023
Q2 		$228K Buy
+7,341
New +$200K 0.01% 558
2023
Q1 		– Sell
-7,341
Closed -$219K – 623
2022
Q4 		$219K Buy
+7,341
New +$203K 0.01% 515

Other funds holding ARMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Forum Financial Management's ARMK Position: Q1 2026 in Review

Forum Financial Management sold out of Aramark (ARMK) in Q1 2026, closing a stake of 6,223 shares — an estimated $229K sold.

Forum Financial Management first reported a position in ARMK in Q4 2022 and held it in 6 quarters. The position peaked at $231K in Q2 2025. 470 funds tracked by Wall St. Rank hold ARMK as of Q1 2026.

  • Forum Financial Management reported no remaining Aramark position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,223 Aramark shares in Q1 2026, an estimated $229K.
  • Forum Financial Management first reported a position in Aramark in Q4 2022 and held it in 6 quarters.
  • Forum Financial Management's Aramark position peaked at $231K in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Aramark as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.