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Forum Financial Management’s Sprouts Farmers Market SFM Stock Holding History

Forum Financial Management’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,707
Closed -$216K – 875
2025
Q4 		$216K Sell
2,707
-16
-0.6% -$1.44K ﹤0.01% 931
2025
Q3 		$296K Sell
2,723
-224
-8% -$32.6K ﹤0.01% 749
2025
Q2 		$485K Buy
2,947
+14
+0.5% +$2.29K 0.01% 424
2025
Q1 		$448K Buy
2,933
+13
+0.4% +$1.94K 0.01% 417
2024
Q4 		$371K Hold
2,920
– – 0.01% 503
2024
Q3 		$322K Sell
2,920
-5
-0.2% -$477 0.01% 480
2024
Q2 		$245K Buy
+2,925
New +$213K ﹤0.01% 573

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Forum Financial Management sold out of Sprouts Farmers Market (SFM) in Q1 2026, closing a stake of 2,707 shares — an estimated $216K sold.

Forum Financial Management first reported a position in SFM in Q2 2024 and held it in 7 quarters. The position peaked at $485K in Q2 2025. 637 funds tracked by Wall St. Rank hold SFM as of Q1 2026.

  • Forum Financial Management reported no remaining Sprouts Farmers Market position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,707 Sprouts Farmers Market shares in Q1 2026, an estimated $216K.
  • Forum Financial Management first reported a position in Sprouts Farmers Market in Q2 2024 and held it in 7 quarters.
  • Forum Financial Management's Sprouts Farmers Market position peaked at $485K in Q2 2025.
  • 637 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2026.

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