AWM
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Axxcess Wealth Management’s Hershey HSY Stock Holding History

Axxcess Wealth Management’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,541
Closed -$1.74M – 663
2025
Q4 		$1.74M Sell
9,541
-4,993
-34% -$913K 0.03% 400
2025
Q3 		$2.72M Sell
14,534
-3,096
-18% -$563K 0.06% 251
2025
Q2 		$2.93M Sell
17,630
-1,530
-8% -$252K 0.07% 226
2025
Q1 		$3.28M Buy
19,160
+2,157
+13% +$353K 0.09% 185
2024
Q4 		$2.88M Buy
17,003
+132
+0.8% +$23.7K 0.07% 206
2024
Q3 		$3.24M Buy
16,871
+131
+0.8% +$25.5K 0.08% 191
2024
Q2 		$3.08M Buy
16,740
+2,167
+15% +$419K 0.08% 188
2024
Q1 		$2.83M Sell
14,573
-4,110
-22% -$793K 0.08% 196
2023
Q4 		$3.48M Sell
18,683
-1,809
-9% -$343K 0.1% 168
2023
Q3 		$4.1M Buy
20,492
+3,850
+23% +$862K 0.14% 122
2023
Q2 		$4.16M Sell
16,642
-112
-0.7% -$29.4K 0.3% 77
2023
Q1 		$4.26M Buy
16,754
+1,137
+7% +$267K 0.32% 70
2022
Q4 		$3.62M Buy
15,617
+8,202
+111% +$1.89M 0.3% 72
2022
Q3 		$1.63M Buy
7,415
+959
+15% +$215K 0.15% 131
2022
Q2 		$1.39M Buy
6,456
+412
+7% +$89.8K 0.13% 149
2022
Q1 		$1.31M Sell
6,044
-523
-8% -$106K 0.1% 174
2021
Q4 		$1.27M Buy
+6,567
New +$1.19M 0.09% 174

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Axxcess Wealth Management's HSY Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Hershey (HSY) in Q1 2026, closing a stake of 9,541 shares — an estimated $1.74M sold.

Axxcess Wealth Management first reported a position in HSY in Q4 2021 and held it in 17 quarters. The position peaked at $4.26M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,541 Hershey shares in Q1 2026, an estimated $1.74M.
  • Axxcess Wealth Management first reported a position in Hershey in Q4 2021 and held it in 17 quarters.
  • Axxcess Wealth Management's Hershey position peaked at $4.26M in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.