Beacon Capital Management LLC (Tennessee)’s Hewlett Packard HPE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-1,233	Closed	-$25.2K	–	510
2025 Q2	$25.2K	Buy	1,233 +11	+0.9%	+$184	﹤0.01%	464
2025 Q1	$18.9K	Buy	1,222 +6	+0.5%	+$119	﹤0.01%	488
2024 Q4	$26K	Sell	1,216 -1,024	-46%	-$21.6K	﹤0.01%	424
2024 Q3	$45.8K	Buy	2,240 +698	+45%	+$13.3K	0.01%	338
2024 Q2	$32.6K	Sell	1,542 -75	-5%	-$1.38K	0.01%	362
2024 Q1	$28.7K	Buy	1,617 +351	+28%	+$5.7K	0.01%	390
2023 Q4	$22K	Sell	1,266 -101	-7%	-$1.65K	0.01%	365
2023 Q3	$23K	Hold	1,367	–	–	0.01%	382
2023 Q2	$23K	Hold	1,367	–	–	0.01%	382
2023 Q1	$21.8K	Hold	1,367	–	–	0.01%	352
2022 Q4	$21.8K	Buy	1,367 +1,208	+760%	+$17.8K	0.01%	355
2022 Q3	$2K	Hold	159	–	–	﹤0.01%	728
2022 Q2	$3K	Hold	159	–	–	﹤0.01%	720
2022 Q1	$3K	Buy	+159	New	+$2.67K	﹤0.01%	721

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HPE Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 1,233 shares — an estimated $25.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HPE in Q1 2022 and held it in 14 quarters. The position peaked at $45.8K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,233 Hewlett Packard shares in Q3 2025, an estimated $25.2K.
Beacon Capital Management LLC (Tennessee) first reported a position in Hewlett Packard in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Hewlett Packard position peaked at $45.8K in Q3 2024.
1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.