Forum Financial Management’s GSK GSK Stock Holding History

Forum Financial Management’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,496	Closed	-$662K	–	614
2025 Q4	$662K	Buy	13,496 +4	+0%	+$187	0.01%	366
2025 Q3	$582K	Buy	13,492 +4	+0%	+$156	0.01%	395
2025 Q2	$518K	Sell	13,488 -307	-2%	-$11.7K	0.01%	394
2025 Q1	$534K	Buy	13,795 +398	+3%	+$14.6K	0.01%	342
2024 Q4	$453K	Buy	13,397 +8,396	+168%	+$302K	0.01%	418
2024 Q3	$204K	Buy	+5,001	New	+$205K	﹤0.01%	715
2023 Q1	–	Sell	-8,583	Closed	-$302K	–	634
2022 Q4	$302K	Sell	8,583 -225	-3%	-$7.5K	0.01%	395
2022 Q3	$259K	Buy	+8,808	New	+$334K	0.01%	398
2022 Q2	–	Sell	-8,386	Closed	-$456K	–	609
2022 Q1	$456K	Buy	8,386 +8	+0.1%	+$435	0.02%	259
2021 Q4	$462K	Buy	+8,378	New	+$436K	0.02%	268

Other funds holding GSK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Forum Financial Management's GSK Position: Q1 2026 in Review

Forum Financial Management sold out of GSK (GSK) in Q1 2026, closing a stake of 13,496 shares — an estimated $662K sold.

Forum Financial Management first reported a position in GSK in Q4 2021 and held it in 10 quarters. The position peaked at $662K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

Forum Financial Management reported no remaining GSK position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 13,496 GSK shares in Q1 2026, an estimated $662K.
Forum Financial Management first reported a position in GSK in Q4 2021 and held it in 10 quarters.
Forum Financial Management's GSK position peaked at $662K in Q4 2025.
1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.