Holdings

Financial Management, Inc.

As of Jun 30, 2026, Financial Management, Inc. reported 12 positions worth US$11.7M. Largest: Walmart Inc., Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Walmart Inc.22,416US$2.54Mfirst reportJun 30, 2026
Nvidia Corporation10,337US$2.07Mfirst reportJun 30, 2026
Alphabet Inc (google) Class C5,019US$1.79Mfirst reportJun 30, 2026
Waste Management, Inc.7,661US$1.71Mfirst reportJun 30, 2026
Apple Inc4,761US$1.38Mfirst reportJun 30, 2026
Bank Ozk8,029US$418Kfirst reportJun 30, 2026
Coca-cola Company (the)4,648US$378Kfirst reportJun 30, 2026
Intel Corporation2,548US$356Kfirst reportJun 30, 2026
Microsoft Corp.856US$319Kfirst reportJun 30, 2026
Amazon.com, Inc.1,244US$296Kfirst reportJun 30, 2026