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Fermi shares owned by Forum Financial Management

Quarter-by-quarter ownership of Fermi (FRMI) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Fermi

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All positions including Fermi held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fermi by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 117k 9.16

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Glob Co Plus Etf (DFGP)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding Fermi

Citadel Advisors
UBS Group
Goldman Sachs Group
Susquehanna International
Point72 Asset Management
Jane Street
Barclays
Weiss Asset Management LP[1
Tortoise Capital Advisors
Adage Capital Partners GP
Captrust Financial Advisors
Alyeska Investment Group
Schonfeld Strategic Advisors
M&G
Renaissance Technologies

View all funds holding Fermi