FFM
HPQ icon

Forum Financial Management’s HP HPQ Stock Holding History

Forum Financial Management’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,832
Closed -$219K – 637
2025
Q4 		$219K Buy
9,832
+37
+0.4% +$943 ﹤0.01% 922
2025
Q3 		$267K Sell
9,795
-3,466
-26% -$92.4K ﹤0.01% 804
2025
Q2 		$324K Buy
13,261
+3,890
+42% +$99.1K ﹤0.01% 630
2025
Q1 		$259K Sell
9,371
-840
-8% -$26.6K ﹤0.01% 671
2024
Q4 		$333K Sell
10,211
-1,315
-11% -$47.3K 0.01% 551
2024
Q3 		$413K Sell
11,526
-60
-0.5% -$2.11K 0.01% 388
2024
Q2 		$406K Buy
11,586
+1,074
+10% +$34.1K 0.01% 376
2024
Q1 		$318K Hold
10,512
– – 0.01% 477
2023
Q4 		$316K Sell
10,512
-2,660
-20% -$74.5K 0.01% 434
2023
Q3 		$339K Sell
13,172
-100
-0.8% -$3.07K 0.01% 390
2023
Q2 		$408K Buy
13,272
+567
+4% +$17K 0.01% 339
2023
Q1 		$373K Buy
12,705
+179
+1% +$5.14K 0.01% 339
2022
Q4 		$337K Buy
12,526
+2,705
+28% +$74.9K 0.01% 359
2022
Q3 		$245K Hold
9,821
– – 0.01% 420
2022
Q2 		$322K Buy
9,821
+389
+4% +$14.3K 0.02% 333
2022
Q1 		$342K Buy
9,432
+2,020
+27% +$74.6K 0.02% 339
2021
Q4 		$279K Buy
+7,412
New +$242K 0.01% 450

Other funds holding HPQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forum Financial Management sold out of HP (HPQ) in Q1 2026, closing a stake of 9,832 shares — an estimated $219K sold.

Forum Financial Management first reported a position in HPQ in Q4 2021 and held it in 17 quarters. The position peaked at $413K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Forum Financial Management reported no remaining HP position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,832 HP shares in Q1 2026, an estimated $219K.
  • Forum Financial Management first reported a position in HP in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's HP position peaked at $413K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held HP as of Q1 2026.

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