Forum Financial Management’s AB InBev BUD Stock Holding History

Forum Financial Management’s Portfolio BUD Stock Details BUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,748	Closed	-$560K	–	431
2025 Q4	$560K	Buy	8,748 +40	+0.5%	+$2.48K	0.01%	425
2025 Q3	$519K	Buy	8,708 +2,554	+42%	+$161K	0.01%	443
2025 Q2	$423K	Sell	6,154 -2,172	-26%	-$146K	0.01%	479
2025 Q1	$513K	Hold	8,326	–	–	0.01%	363
2024 Q4	$417K	Buy	8,326 +4,925	+145%	+$285K	0.01%	456
2024 Q3	$225K	Buy	+3,401	New	+$210K	﹤0.01%	663
2024 Q2	–	Sell	-3,365	Closed	-$205K	–	730
2024 Q1	$205K	Hold	3,365	–	–	﹤0.01%	696
2023 Q4	$217K	Buy	+3,365	New	+$199K	﹤0.01%	607
2023 Q3	–	Sell	-3,575	Closed	-$203K	–	645
2023 Q2	$203K	Buy	3,575 +85	+2%	+$5.14K	﹤0.01%	611
2023 Q1	$233K	Sell	3,490 -1,572	-31%	-$95K	0.01%	493
2022 Q4	$304K	Hold	5,062	–	–	0.01%	390
2022 Q3	$229K	Hold	5,062	–	–	0.01%	444
2022 Q2	$273K	Hold	5,062	–	–	0.01%	385
2022 Q1	$304K	Hold	5,062	–	–	0.01%	388
2021 Q4	$307K	Buy	+5,062	New	+$294K	0.02%	408

Other funds holding BUD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Forum Financial Management sold out of AB InBev (BUD) in Q1 2026, closing a stake of 8,748 shares — an estimated $560K sold.

Forum Financial Management first reported a position in BUD in Q4 2021 and held it in 15 quarters. The position peaked at $560K in Q4 2025. 544 funds tracked by Wall St. Rank hold BUD as of Q1 2026.

Forum Financial Management reported no remaining AB InBev position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 8,748 AB InBev shares in Q1 2026, an estimated $560K.
Forum Financial Management first reported a position in AB InBev in Q4 2021 and held it in 15 quarters.
Forum Financial Management's AB InBev position peaked at $560K in Q4 2025.
544 funds tracked by Wall St. Rank held AB InBev as of Q1 2026.

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