J. Derek Lewis & Associates
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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
Q3 		$111K Buy
23,500
+1,400
+6% +$7.78K 0.02% 218
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

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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

J. Derek Lewis & Associates's FRMM Position: Q3 2026 in Review

J. Derek Lewis & Associates increased its Forum Markets (FRMM) stake by 6.3% in Q3 2026, buying an estimated $7.78K and bringing the position to 23,500 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #218.

J. Derek Lewis & Associates first reported a position in FRMM in Q4 2025 and has held it in 4 quarters since. The position peaked at $181K in Q4 2025. 25 funds tracked by Wall St. Rank hold FRMM as of Q3 2026.

  • J. Derek Lewis & Associates held 23,500 shares of Forum Markets worth $111K as of Q3 2026.
  • J. Derek Lewis & Associates bought 1,400 Forum Markets shares in Q3 2026, an estimated $7.78K.
  • Forum Markets made up 0.02% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #218 holding.
  • J. Derek Lewis & Associates first reported a position in Forum Markets in Q4 2025 and has held it in 4 quarters since.
  • J. Derek Lewis & Associates's Forum Markets position peaked at $181K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Forum Markets as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.