Financial Management, Inc. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Financial Management, Inc. opened 2 positions, added to 3, reduced 5, sold out of 0 and left 2 unchanged. The largest increase in value was INTC (+$355,732); the largest decrease was WMT (-$346,123).
- OZK: Country of operation United States; Class COM; Shares 2026-03-31 8,029; Shares 2026-06-30 8,029.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 1,244; Shares 2026-06-30 1,244.
Two Form 13F-HR filings compared (SEC CIK 2143070): 2026-03-31 (filed 2026-07-02) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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