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Forum Financial Management’s CME Group CME Stock Holding History

Forum Financial Management’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
4,797
+52
+1% +$14.4K 0.01% 128
2026
Q1 		$1.4M Sell
4,745
-3,293
-41% -$978K 0.02% 104
2025
Q4 		$2.2M Buy
8,038
+6
+0.1% +$1.63K 0.03% 134
2025
Q3 		$2.17M Buy
8,032
+1
+0% +$272 0.03% 128
2025
Q2 		$2.21M Buy
8,031
+593
+8% +$161K 0.03% 113
2025
Q1 		$1.97M Sell
7,438
-39
-0.5% -$9.62K 0.03% 121
2024
Q4 		$1.74M Sell
7,477
-4,413
-37% -$1.01M 0.03% 137
2024
Q3 		$2.62M Buy
11,890
+38
+0.3% +$7.86K 0.04% 80
2024
Q2 		$2.33M Sell
11,852
-68,129
-85% -$14.1M 0.04% 81
2024
Q1 		$17.2M Sell
79,981
-66,925
-46% -$14.1M 0.29% 23
2023
Q4 		$30.9M Hold
146,906
– – 0.58% 17
2023
Q3 		$29.4M Sell
146,906
-10,017
-6% -$1.99M 0.65% 16
2023
Q2 		$29.1M Buy
156,923
+92
+0.1% +$17K 0.65% 17
2023
Q1 		$30M Hold
156,831
– – 0.87% 17
2022
Q4 		$26.4M Hold
156,831
– – 0.87% 17
2022
Q3 		$27.8M Buy
156,831
+149,334
+1,992% +$29.5M 1.34% 12
2022
Q2 		$1.53M Buy
7,497
+125
+2% +$26.5K 0.08% 82
2022
Q1 		$1.75M Buy
7,372
+4,866
+194% +$1.14M 0.08% 73
2021
Q4 		$573K Buy
+2,506
New +$551K 0.03% 215

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forum Financial Management's CME Position: Q2 2026 in Review

Forum Financial Management increased its CME Group (CME) stake by 1.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 4,797 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #128.

Forum Financial Management first reported a position in CME in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.9M in Q4 2023. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Forum Financial Management held 4,797 shares of CME Group worth $1.06M as of Q2 2026.
  • Forum Financial Management bought 52 CME Group shares in Q2 2026, an estimated $14.4K.
  • CME Group made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #128 holding.
  • Forum Financial Management first reported a position in CME Group in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's CME Group position peaked at $30.9M in Q4 2023.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.