FFM
CASY icon

Forum Financial Management’s Casey's General Stores CASY Stock Holding History

Forum Financial Management’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-883
Closed -$488K – 440
2025
Q4 		$488K Buy
883
+2
+0.2% +$1.1K 0.01% 487
2025
Q3 		$498K Buy
881
+1
+0.1% +$523 0.01% 456
2025
Q2 		$449K Buy
880
+78
+10% +$35.9K 0.01% 460
2025
Q1 		$348K Buy
802
+1
+0.1% +$410 0.01% 517
2024
Q4 		$317K Buy
801
+1
+0.1% +$403 0.01% 581
2024
Q3 		$301K Sell
800
-1
-0.1% -$374 0.01% 516
2024
Q2 		$306K Buy
801
+3
+0.4% +$1K 0.01% 469
2024
Q1 		$254K Hold
798
– – ﹤0.01% 584
2023
Q4 		$219K Hold
798
– – ﹤0.01% 599
2023
Q3 		$217K Buy
+798
New +$202K ﹤0.01% 558

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Forum Financial Management sold out of Casey's General Stores (CASY) in Q1 2026, closing a stake of 883 shares — an estimated $488K sold.

Forum Financial Management first reported a position in CASY in Q3 2023 and held it in 10 quarters. The position peaked at $498K in Q3 2025. 962 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Forum Financial Management reported no remaining Casey's General Stores position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 883 Casey's General Stores shares in Q1 2026, an estimated $488K.
  • Forum Financial Management first reported a position in Casey's General Stores in Q3 2023 and held it in 10 quarters.
  • Forum Financial Management's Casey's General Stores position peaked at $498K in Q3 2025.
  • 962 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

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