FFM
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Forum Financial Management’s FMC FMC Stock Holding History

Forum Financial Management’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,719
Closed -$229K – 887
2024
Q4 		$229K Buy
+4,719
New +$275K ﹤0.01% 776

Other funds holding FMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forum Financial Management's FMC Position: Q1 2025 in Review

Forum Financial Management sold out of FMC (FMC) in Q1 2025, closing a stake of 4,719 shares — an estimated $229K sold.

Forum Financial Management first reported a position in FMC in Q4 2024 and held it in 1 quarter. The position peaked at $229K in Q4 2024. 530 funds tracked by Wall St. Rank hold FMC as of Q1 2025.

  • Forum Financial Management reported no remaining FMC position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 4,719 FMC shares in Q1 2025, an estimated $229K.
  • Forum Financial Management first reported a position in FMC in Q4 2024 and held it in 1 quarter.
  • Forum Financial Management's FMC position peaked at $229K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held FMC as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.