Fulcrum Capital’s Nike NKE Stock Holding History

Fulcrum Capital’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,940	Closed	-$222K	–	115
2024 Q4	$222K	Hold	2,940	–	–	0.05%	110
2024 Q3	$260K	Hold	2,940	–	–	0.06%	101
2024 Q2	$222K	Hold	2,940	–	–	0.05%	104
2024 Q1	$276K	Hold	2,940	–	–	0.07%	94
2023 Q4	$319K	Hold	2,940	–	–	0.08%	83
2023 Q3	$281K	Hold	2,940	–	–	0.08%	85
2023 Q2	$324K	Sell	2,940 -400	-12%	-$46.8K	0.09%	87
2023 Q1	$410K	Buy	+3,340	New	+$411K	0.11%	73
2022 Q1	–	Sell	-1,249	Closed	-$208K	–	80
2021 Q4	$208K	Buy	+1,249	New	+$206K	0.05%	83
2021 Q3	–	Sell	-1,657	Closed	-$256K	–	92
2021 Q2	$256K	Buy	1,657 +25	+2%	+$3.36K	0.06%	72
2021 Q1	$217K	Buy	+1,632	New	+$227K	0.06%	79

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fulcrum Capital's NKE Position: Q1 2025 in Review

Fulcrum Capital sold out of Nike (NKE) in Q1 2025, closing a stake of 2,940 shares — an estimated $222K sold.

Fulcrum Capital first reported a position in NKE in Q1 2021 and held it in 11 quarters. The position peaked at $410K in Q1 2023. 2,110 funds tracked by Wall St. Rank hold NKE as of Q1 2025.

Fulcrum Capital reported no remaining Nike position as of Q1 2025 after selling out during the quarter.
Fulcrum Capital sold 2,940 Nike shares in Q1 2025, an estimated $222K.
Fulcrum Capital first reported a position in Nike in Q1 2021 and held it in 11 quarters.
Fulcrum Capital's Nike position peaked at $410K in Q1 2023.
2,110 funds tracked by Wall St. Rank held Nike as of Q1 2025.

Based on Fulcrum Capital's 13F filing for Q1 2025, filed 8 Apr 2025.