Forum Financial Management, LP Reduced Holdings in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
-882
- 3.38%
$54.02 - $61.09 $47.6K - $53.9K
25.2K $1.51M
V
Visa Inc.

Financial Services
-656
- 6.53%
$306.92 - $362.71 $201K - $238K
9.39K $3.29M
MO
Altria Group, Inc.

Consumer Defensive
-739
- 3.43%
$50.81 - $60.02 $37.5K - $44.4K
20.8K $1.25M
MCD
Mcdonalds Corp

Consumer Cyclical
-319
- 3.22%
$279.74 - $321.29 $89.2K - $102K
9.58K $2.99M
COP
Conocophillips

Energy
-68
- 0.3%
$88.6 - $105.85 $6.02K - $7.2K
23K $2.41M
VZ
Verizon Communications Inc

Communication Services
-5.93K
- 7.96%
$37.81 - $46.49 $224K - $276K
68.5K $3.11M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1
- 0.16%
$1187.71 - $1432.58 $1.19K - $1.43K
622 $891K
CB
Chubb LTD

Financial Services
-13
- 0.19%
$257.71 - $301.99 $3.35K - $3.93K
6.78K $2.05M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.35K
- 0.33%
$22.35 - $24.52 $30.1K - $33.1K
402K $9.56M
CVX
Chevron Corp

Energy
-3.7K
- 10.12%
$146.71 - $167.97 $543K - $621K
32.9K $5.5M
IBM
International Business Machines Corp

Technology
-39
- 0.47%
$217.4 - $264.74 $8.48K - $10.3K
8.23K $2.05M
CME
Cme Group Inc.

Financial Services
-39
- 0.52%
$225.82 - $266.54 $8.81K - $10.4K
7.44K $1.97M
TMUS
T Mobile Us, Inc.

Communication Services
-4
- 0.07%
$211.3 - $272.83 $845 - $1.09K
5.64K $1.5M
LLY
Eli Lilly & CO

Healthcare
-247
- 2.87%
$725.72 - $929.72 $179K - $230K
8.37K $6.91M
CVS
Cvs Health Corp

Healthcare
-2.25K
- 12.31%
$44.22 - $68.64 $99.5K - $155K
16K $1.09M
GE
General Electric CO

Industrials
-727
- 5.88%
$168.59 - $212.13 $123K - $154K
11.6K $2.33M
SONY
Sony Group Corp

Technology
-6.88K
- 5.97%
$19.88 - $25.64 $137K - $176K
108K $2.75M
KO
Coca Cola CO

Consumer Defensive
-1.63K
- 3.51%
$60.81 - $72.32 $99.1K - $118K
44.8K $3.21M
NVS
Novartis Ag

Healthcare
-34
- 0.14%
$97.14 - $115.57 $3.3K - $3.93K
24.5K $2.73M
SNY
Sanofi

Healthcare
-500
- 0.75%
$48.15 - $59.42 $24.1K - $29.7K
66.3K $3.68M
JNJ
Johnson & Johnson

Healthcare
-352
- 1.09%
$142.06 - $167.7 $50K - $59K
32.1K $5.32M
DE
Deere & CO

Industrials
-9
- 0.06%
$408.57 - $509.27 $3.68K - $4.58K
14.7K $6.9M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-6.25K
- 0.54%
$23.92 - $26.89 $150K - $168K
1.16M $30M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-212K
- 3.41%
$25.1 - $27.85 $5.33M - $5.91M
6.01M $162M
DISV
Dimensional ETF Tr Dimensional

ETFs
-240K
- 3.76%
$26.09 - $30.21 $6.27M - $7.26M
6.15M $179M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-123K
- 0.75%
$25.54 - $28.79 $3.15M - $3.55M
16.2M $451M
Activity Summary
Buys All Purchases 486 New Holdings 117 Increased Positions 369 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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