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Forum Financial Management’s Pilgrim's Pride PPC Stock Holding History

Forum Financial Management’s Portfolio PPC Stock Details PPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,367
Closed -$209K – 817
2025
Q4 		$209K Buy
+5,367
New +$206K ﹤0.01% 947
2025
Q2 		– Sell
-3,785
Closed -$206K – 979
2025
Q1 		$206K Buy
+3,785
New +$189K ﹤0.01% 804

Other funds holding PPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Forum Financial Management sold out of Pilgrim's Pride (PPC) in Q1 2026, closing a stake of 5,367 shares — an estimated $209K sold.

Forum Financial Management first reported a position in PPC in Q1 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 354 funds tracked by Wall St. Rank hold PPC as of Q1 2026.

  • Forum Financial Management reported no remaining Pilgrim's Pride position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,367 Pilgrim's Pride shares in Q1 2026, an estimated $209K.
  • Forum Financial Management first reported a position in Pilgrim's Pride in Q1 2025 and held it in 2 quarters.
  • Forum Financial Management's Pilgrim's Pride position peaked at $209K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Pilgrim's Pride as of Q1 2026.

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