Bank of Montreal
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Bank of Montreal’s Hewlett Packard HPE Stock Holding History

Bank of Montreal’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 		$4.51M Buy
+100,000
New +$3.61M ﹤0.01% 1408
2024
Q4 		– Sell
-135,000
Closed -$2.72M – 3718
2024
Q3 		$2.72M Buy
+135,000
New +$2.58M ﹤0.01% 1563
2016
Q1 		– Sell
-43,014
Closed -$380K – 4285
2015
Q4 		$380K Buy
+43,014
New +$360K ﹤0.01% 2097

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal's HPE Position: Q2 2026 in Review

Bank of Montreal increased its Hewlett Packard (HPE) stake by 0.4% in Q2 2026, buying an estimated $197K and bringing the position to 1,365,908 shares worth $61.6M. The position accounts for 0.02% of the portfolio, ranked #535.

Bank of Montreal first reported a position in HPE in Q4 2015 and has held it in 43 quarters since. The position peaked at $62.9M in Q3 2024. 1,038 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Bank of Montreal held 1,365,908 shares of Hewlett Packard worth $61.6M as of Q2 2026.
  • Bank of Montreal bought 5,467 Hewlett Packard shares in Q2 2026, an estimated $197K.
  • Hewlett Packard made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #535 holding.
  • Bank of Montreal first reported a position in Hewlett Packard in Q4 2015 and has held it in 43 quarters since.
  • Bank of Montreal's Hewlett Packard position peaked at $62.9M in Q3 2024.
  • 1,038 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.