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Aull & Monroe Investment Management’s Hewlett Packard HPE Stock Holding History

Aull & Monroe Investment 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
Q2 		$292K Buy
+6,469
New +$234K 0.12% 106
2023
Q2 		– Sell
-10,847
Closed -$173K – 133
2023
Q1 		$173K Sell
10,847
-600
-5% -$9.43K 0.09% 132
2022
Q4 		$183K Hold
11,447
– – 0.09% 126
2022
Q3 		$138K Sell
11,447
-800
-7% -$10.9K 0.08% 126
2022
Q2 		$163K Hold
12,247
– – 0.08% 129
2022
Q1 		$204K Hold
12,247
– – 0.09% 130
2021
Q4 		$194K Sell
12,247
-100
-0.8% -$1.51K 0.09% 135
2021
Q3 		$176K Hold
12,347
– – 0.09% 131
2021
Q2 		$180K Sell
12,347
-200
-2% -$3.16K 0.09% 133
2021
Q1 		$198K Hold
12,547
– – 0.1% 132
2020
Q4 		$148K Sell
12,547
-5,380
-30% -$56.5K 0.08% 125
2020
Q3 		$168K Sell
17,927
-1,400
-7% -$13.4K 0.1% 122
2020
Q2 		$188K Sell
19,327
-100
-0.5% -$982 0.12% 120
2020
Q1 		$189K Hold
19,427
– – 0.13% 113
2019
Q4 		$308K Sell
19,427
-400
-2% -$6.39K 0.16% 107
2019
Q3 		$301K Sell
19,827
-100
-0.5% -$1.42K 0.16% 107
2019
Q2 		$298K Sell
19,927
-270
-1% -$4.09K 0.16% 105
2019
Q1 		$312K Sell
20,197
-1,900
-9% -$29.3K 0.17% 103
2018
Q4 		$292K Sell
22,097
-1,300
-6% -$19.5K 0.17% 103
2018
Q3 		$382K Sell
23,397
-100
-0.4% -$1.6K 0.18% 98
2018
Q2 		$344K Sell
23,497
-500
-2% -$8.29K 0.18% 101
2018
Q1 		$421K Sell
23,997
-600
-2% -$10.2K 0.22% 93
2017
Q4 		$353K Sell
24,597
-600
-2% -$8.52K 0.18% 100
2017
Q3 		$371K Sell
25,197
-7,798
-24% -$106K 0.19% 97
2017
Q2 		$424K Sell
32,995
-11,906
-27% -$166K 0.23% 92
2017
Q1 		$619K Sell
44,901
-2,099
-4% -$28.2K 0.33% 78
2016
Q4 		$632K Sell
47,000
-861
-2% -$11.5K 0.35% 75
2016
Q3 		$633K Sell
47,861
-516
-1% -$6.37K 0.36% 75
2016
Q2 		$514K Sell
48,377
-4,136
-8% -$42.1K 0.3% 79
2016
Q1 		$541K Sell
52,513
-1,070
-2% -$8.96K 0.32% 77
2015
Q4 		$473K Buy
+53,583
New +$449K 0.29% 81

Other funds holding HPE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aull & Monroe Investment Management's HPE Position: Q2 2026 in Review

Aull & Monroe Investment Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 6,469 shares worth $292K. The stake represents 0.12% of the portfolio and ranks #106 among its holdings. This is a return to the name: Aull & Monroe Investment Management previously reported a position in HPE as recently as Q1 2023.

Aull & Monroe Investment Management first reported a position in HPE in Q4 2015 and has held it in 31 quarters since. The position peaked at $633K in Q3 2016. 575 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Aull & Monroe Investment Management held 6,469 shares of Hewlett Packard worth $292K as of Q2 2026.
  • Hewlett Packard was a new Aull & Monroe Investment Management position in Q2 2026.
  • Hewlett Packard made up 0.12% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #106 holding.
  • Aull & Monroe Investment Management first reported a position in Hewlett Packard in Q4 2015 and has held it in 31 quarters since.
  • Aull & Monroe Investment Management's Hewlett Packard position peaked at $633K in Q3 2016.
  • 575 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.