J. Derek Lewis & Associates’s Forum Markets FRMM Stock Holding History

J. Derek Lewis & Associates’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	$120K	Sell	22,100 -6,900	-24%	-$30.2K	0.02%	197
2026 Q1	$83.8K	Sell	29,000 -8,000	-22%	-$30.5K	0.02%	193
2025 Q4	$181K	Buy	+37,000	New	+$522K	0.04%	177

Other funds holding FRMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

J. Derek Lewis & Associates's FRMM Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Forum Markets (FRMM) stake by 24% in Q2 2026, selling an estimated $30.2K and leaving 22,100 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #197.

J. Derek Lewis & Associates first reported a position in FRMM in Q4 2025 and has held it in 3 quarters since. The position peaked at $181K in Q4 2025. 7 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

J. Derek Lewis & Associates held 22,100 shares of Forum Markets worth $120K as of Q2 2026.
J. Derek Lewis & Associates sold 6,900 Forum Markets shares in Q2 2026, an estimated $30.2K.
Forum Markets made up 0.02% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #197 holding.
J. Derek Lewis & Associates first reported a position in Forum Markets in Q4 2025 and has held it in 3 quarters since.
J. Derek Lewis & Associates's Forum Markets position peaked at $181K in Q4 2025.
7 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.