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Forum Financial Management’s Domino's DPZ Stock Holding History

Forum Financial Management’s Portfolio DPZ Stock Details DPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-510
Closed -$213K – 520
2025
Q4 		$213K Buy
510
+3
+0.6% +$1.25K ﹤0.01% 937
2025
Q3 		$219K Hold
507
– – ﹤0.01% 916
2025
Q2 		$228K Buy
507
+29
+6% +$13.6K ﹤0.01% 828
2025
Q1 		$220K Buy
+478
New +$216K ﹤0.01% 768

Other funds holding DPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Forum Financial Management sold out of Domino's (DPZ) in Q1 2026, closing a stake of 510 shares — an estimated $213K sold.

Forum Financial Management first reported a position in DPZ in Q1 2025 and held it in 4 quarters. The position peaked at $228K in Q2 2025. 796 funds tracked by Wall St. Rank hold DPZ as of Q1 2026.

  • Forum Financial Management reported no remaining Domino's position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 510 Domino's shares in Q1 2026, an estimated $213K.
  • Forum Financial Management first reported a position in Domino's in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Domino's position peaked at $228K in Q2 2025.
  • 796 funds tracked by Wall St. Rank held Domino's as of Q1 2026.

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