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Forum Financial Management’s Sysco SYY Stock Holding History

Forum Financial Management’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.08M Buy
36,863
+5
+0% +$379 0.04% 72
2026
Q1 		$2.63M Sell
36,858
-3,427
-9% -$283K 0.04% 74
2025
Q4 		$2.97M Sell
40,285
-624
-2% -$47.5K 0.04% 111
2025
Q3 		$3.37M Sell
40,909
-8,121
-17% -$649K 0.05% 89
2025
Q2 		$3.71M Buy
49,030
+351
+0.7% +$25.5K 0.06% 73
2025
Q1 		$3.65M Buy
48,679
+65
+0.1% +$4.76K 0.06% 69
2024
Q4 		$3.72M Buy
48,614
+1,017
+2% +$77.9K 0.06% 66
2024
Q3 		$3.72M Sell
47,597
-11
-0% -$827 0.06% 58
2024
Q2 		$3.4M Sell
47,608
-472
-1% -$35.3K 0.06% 61
2024
Q1 		$3.9M Sell
48,080
-797
-2% -$62.8K 0.07% 63
2023
Q4 		$3.57M Sell
48,877
-2,529
-5% -$175K 0.07% 57
2023
Q3 		$3.4M Buy
51,406
+1
+0% +$72 0.08% 54
2023
Q2 		$3.81M Buy
51,405
+2,497
+5% +$185K 0.09% 46
2023
Q1 		$3.78M Buy
48,908
+199
+0.4% +$15.3K 0.11% 45
2022
Q4 		$3.72M Sell
48,709
-1,891
-4% -$153K 0.12% 41
2022
Q3 		$3.58M Sell
50,600
-1,554
-3% -$129K 0.17% 40
2022
Q2 		$4.42M Buy
52,154
+38
+0.1% +$3.18K 0.22% 29
2022
Q1 		$4.25M Buy
52,116
+464
+0.9% +$37.5K 0.21% 31
2021
Q4 		$4.06M Buy
+51,652
New +$3.98M 0.21% 30

Other funds holding SYY

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Forum Financial Management increased its Sysco (SYY) stake by 0.01% in Q2 2026, buying an estimated $379 and bringing the position to 36,863 shares worth $3.08M. The position accounts for 0.04% of the portfolio, ranked #72.

Forum Financial Management first reported a position in SYY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.42M in Q2 2022. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Forum Financial Management held 36,863 shares of Sysco worth $3.08M as of Q2 2026.
  • Forum Financial Management bought 5 Sysco shares in Q2 2026, an estimated $379.
  • Sysco made up 0.04% of Forum Financial Management's portfolio in Q2 2026, its #72 holding.
  • Forum Financial Management first reported a position in Sysco in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Sysco position peaked at $4.42M in Q2 2022.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

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