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Forum Financial Management’s Hewlett Packard HPE Stock Holding History

Forum Financial Management’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-33,334
Closed -$801K – 636
2025
Q4 		$801K Sell
33,334
-26
-0.1% -$613 0.01% 308
2025
Q3 		$819K Buy
33,360
+3
+0% +$66 0.01% 283
2025
Q2 		$682K Buy
33,357
+10,864
+48% +$182K 0.01% 307
2025
Q1 		$347K Sell
22,493
-1,146
-5% -$22.8K 0.01% 521
2024
Q4 		$505K Buy
23,639
+515
+2% +$10.9K 0.01% 376
2024
Q3 		$473K Sell
23,124
-597
-3% -$11.4K 0.01% 346
2024
Q2 		$502K Buy
23,721
+2,607
+12% +$48.1K 0.01% 303
2024
Q1 		$374K Hold
21,114
– – 0.01% 418
2023
Q4 		$359K Buy
21,114
+1,533
+8% +$25K 0.01% 388
2023
Q3 		$340K Sell
19,581
-1,000
-5% -$17.2K 0.01% 387
2023
Q2 		$346K Buy
20,581
+80
+0.4% +$1.22K 0.01% 394
2023
Q1 		$327K Hold
20,501
– – 0.01% 376
2022
Q4 		$327K Buy
20,501
+900
+5% +$13.3K 0.01% 361
2022
Q3 		$235K Sell
19,601
-1,379
-7% -$18.7K 0.01% 437
2022
Q2 		$278K Buy
20,980
+1,330
+7% +$20.2K 0.01% 381
2022
Q1 		$328K Buy
19,650
+841
+4% +$14.1K 0.02% 352
2021
Q4 		$297K Buy
+18,809
New +$284K 0.02% 429

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

Forum Financial Management sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 33,334 shares — an estimated $801K sold.

Forum Financial Management first reported a position in HPE in Q4 2021 and held it in 17 quarters. The position peaked at $819K in Q3 2025. 1,118 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Forum Financial Management reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 33,334 Hewlett Packard shares in Q1 2026, an estimated $801K.
  • Forum Financial Management first reported a position in Hewlett Packard in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Hewlett Packard position peaked at $819K in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

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