FFM
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Forum Financial Management’s Core & Main CNM Stock Holding History

Forum Financial Management’s Portfolio CNM Stock Details CNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,072
Closed -$212K – 471
2025
Q4 		$212K Buy
+4,072
New +$209K ﹤0.01% 940
2025
Q3 		– Sell
-3,580
Closed -$216K – 1017
2025
Q2 		$216K Buy
+3,580
New +$191K ﹤0.01% 868

Other funds holding CNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forum Financial Management sold out of Core & Main (CNM) in Q1 2026, closing a stake of 4,072 shares — an estimated $212K sold.

Forum Financial Management first reported a position in CNM in Q2 2025 and held it in 2 quarters. The position peaked at $216K in Q2 2025. 475 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

  • Forum Financial Management reported no remaining Core & Main position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,072 Core & Main shares in Q1 2026, an estimated $212K.
  • Forum Financial Management first reported a position in Core & Main in Q2 2025 and held it in 2 quarters.
  • Forum Financial Management's Core & Main position peaked at $216K in Q2 2025.
  • 475 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

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