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Beaumont Financial Advisors’s Hewlett Packard HPE Stock Holding History

Beaumont Financial Advisors’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 		$384K Buy
8,520
+51
+0.6% +$1.84K 0.02% 277
2026
Q1 		$202K Buy
8,469
+23
+0.3% +$510 0.01% 354
2025
Q4 		$203K Buy
8,446
+34
+0.4% +$801 0.01% 358
2025
Q3 		$207K Buy
+8,412
New +$186K 0.01% 384
2021
Q1 		– Sell
-15,242
Closed -$181K – 347
2020
Q4 		$181K Sell
15,242
-7,422
-33% -$77.9K 0.02% 324
2020
Q3 		$212K Sell
22,664
-77
-0.3% -$735 0.02% 297
2020
Q2 		$221K Hold
22,741
– – 0.02% 260
2020
Q1 		$221K Sell
22,741
-4,305
-16% -$56.4K 0.03% 215
2019
Q4 		$429K Buy
27,046
+55
+0.2% +$879 0.04% 196
2019
Q3 		$409K Buy
+26,991
New +$384K 0.04% 186

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Beaumont Financial Advisors's HPE Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Hewlett Packard (HPE) stake by 0.6% in Q2 2026, buying an estimated $1.84K and bringing the position to 8,520 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #277.

Beaumont Financial Advisors first reported a position in HPE in Q3 2019 and has held it in 10 quarters since. The position peaked at $429K in Q4 2019. 1,437 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Beaumont Financial Advisors held 8,520 shares of Hewlett Packard worth $384K as of Q2 2026.
  • Beaumont Financial Advisors bought 51 Hewlett Packard shares in Q2 2026, an estimated $1.84K.
  • Hewlett Packard made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #277 holding.
  • Beaumont Financial Advisors first reported a position in Hewlett Packard in Q3 2019 and has held it in 10 quarters since.
  • Beaumont Financial Advisors's Hewlett Packard position peaked at $429K in Q4 2019.
  • 1,437 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.