Geode Capital Management
FRMM

Geode Capital Management’s Forum Markets FRMM Stock Holding History

Geode Capital Management’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$978K Sell
179,977
-23,656
-12% -$103K ﹤0.01% 3370
2026
Q1 		$589K Buy
203,633
+31,461
+18% +$120K ﹤0.01% 3527
2025
Q4 		$844K Buy
172,172
+21,025
+14% +$297K ﹤0.01% 3426
2025
Q3 		$3.64M Buy
151,147
+149,654
+10,024% +$4.48M ﹤0.01% 2936
2025
Q2 		$14.1K Hold
1,493
– – ﹤0.01% 4403
2025
Q1 		$14.6K Buy
+1,493
New +$19.7K ﹤0.01% 4403
2024
Q1 		– Sell
-161
Closed -$6.52K – 4612
2023
Q4 		$6.52K Hold
161
– – ﹤0.01% 4619
2023
Q3 		$18.4K Buy
161
+105
+188% +$15.7K ﹤0.01% 4636
2023
Q2 		$12.4K Hold
56
– – ﹤0.01% 4702
2023
Q1 		$19.1K Hold
56
– – ﹤0.01% 4705
2022
Q4 		$35K Hold
56
– – ﹤0.01% 4679
2022
Q3 		$144K Hold
56
– – ﹤0.01% 4381
2022
Q2 		$180K Buy
56
+2
+4% +$11.5K ﹤0.01% 4336
2022
Q1 		$534K Buy
54
+1
+2% +$11.5K ﹤0.01% 3899
2021
Q4 		$787K Buy
53
+19
+56% +$339K ﹤0.01% 3825
2021
Q3 		$696K Buy
34
+2
+6% +$54.7K ﹤0.01% 3870
2021
Q2 		$1.23M Sell
32
-2
-6% -$70.4K ﹤0.01% 3494
2021
Q1 		$857K Buy
+34
New +$609K ﹤0.01% 3618

Other funds holding FRMM

SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management's FRMM Position: Q2 2026 in Review

Geode Capital Management reduced its Forum Markets (FRMM) stake by 12% in Q2 2026, selling an estimated $103K and leaving 179,977 shares worth $978K. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

Geode Capital Management first reported a position in FRMM in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.64M in Q3 2025. 39 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

  • Geode Capital Management held 179,977 shares of Forum Markets worth $978K as of Q2 2026.
  • Geode Capital Management sold 23,656 Forum Markets shares in Q2 2026, an estimated $103K.
  • Forum Markets made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3370 holding.
  • Geode Capital Management first reported a position in Forum Markets in Q1 2021 and has held it in 18 quarters since.
  • Geode Capital Management's Forum Markets position peaked at $3.64M in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.