Carson Wealth (CWM LLC)
HPE icon

Carson Wealth (CWM LLC)’s Hewlett Packard HPE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$5.58M Buy
234,232
+99,271
+74% +$2.2M 0.01% 760
2025
Q4 		$3.24M Buy
134,961
+14,614
+12% +$344K 0.01% 959
2025
Q3 		$2.96M Sell
120,347
-7
-0% -$155 0.01% 927
2025
Q2 		$2.46M Sell
120,354
-18,409
-13% -$309K 0.01% 875
2025
Q1 		$2.14M Sell
138,763
-24,437
-15% -$487K 0.01% 807
2024
Q4 		$3.48M Buy
163,200
+11,159
+7% +$236K 0.01% 572
2024
Q3 		$3.11M Buy
152,041
+90,062
+145% +$1.72M 0.01% 567
2024
Q2 		$1.31M Buy
61,979
+18,308
+42% +$337K 0.01% 772
2024
Q1 		$774K Buy
43,671
+9,791
+29% +$159K ﹤0.01% 963
2023
Q4 		$575K Buy
33,880
+2,721
+9% +$44.3K ﹤0.01% 1010
2023
Q3 		$541K Buy
31,159
+2,981
+11% +$51.3K ﹤0.01% 952
2023
Q2 		$473K Buy
28,178
+6,326
+29% +$96.7K ﹤0.01% 955
2023
Q1 		$348K Buy
21,852
+539
+3% +$8.47K ﹤0.01% 1010
2022
Q4 		$340K Buy
21,313
+4,603
+28% +$67.9K ﹤0.01% 915
2022
Q3 		$200K Buy
16,710
+3,578
+27% +$48.6K ﹤0.01% 1049
2022
Q2 		$174K Buy
13,132
+1,036
+9% +$15.7K ﹤0.01% 1093
2022
Q1 		$202K Buy
12,096
+2,605
+27% +$43.7K ﹤0.01% 1031
2021
Q4 		$150K Buy
+9,491
New +$143K ﹤0.01% 1144
2021
Q2 		$57K Hold
3,881
– – ﹤0.01% 1339
2021
Q1 		$57K Hold
3,881
– – ﹤0.01% 1339
2020
Q4 		$57K Hold
3,881
– – ﹤0.01% 1339
2020
Q3 		$57K Hold
3,881
– – ﹤0.01% 1339
2020
Q2 		$57K Hold
3,881
– – ﹤0.01% 1339
2020
Q1 		$57K Hold
3,881
– – ﹤0.01% 1339
2019
Q4 		$57K Hold
3,881
– – ﹤0.01% 1339
2019
Q3 		$57K Hold
3,881
– – ﹤0.01% 1339
2019
Q2 		$57K Hold
3,881
– – ﹤0.01% 1339
2019
Q1 		$57K Sell
3,881
-9,567
-71% -$147K ﹤0.01% 1339
2018
Q4 		$178K Buy
13,448
+8,562
+175% +$128K ﹤0.01% 622
2018
Q3 		$80K Buy
4,886
+446
+10% +$7.14K ﹤0.01% 655
2018
Q2 		$65K Sell
4,440
-1,072
-19% -$17.8K ﹤0.01% 586
2018
Q1 		$97K Buy
5,512
+232
+4% +$3.94K ﹤0.01% 444
2017
Q4 		$76K Sell
5,280
-894
-14% -$12.7K ﹤0.01% 457
2017
Q3 		$91K Sell
6,174
-1,784
-22% -$24.3K ﹤0.01% 427
2017
Q2 		$102K Sell
7,958
-3,284
-29% -$45.7K 0.01% 381
2017
Q1 		$155K Sell
11,242
-929
-8% -$12.5K 0.01% 317
2016
Q4 		$164K Sell
12,171
-2,858
-19% -$38.2K 0.01% 285
2016
Q3 		$199K Hold
15,029
– – 0.01% 264
2016
Q2 		$160K Buy
15,029
+4,549
+43% +$46.3K 0.01% 257
2016
Q1 		$108K Buy
10,480
+1,853
+21% +$15.5K 0.01% 272
2015
Q4 		$76K Buy
+8,627
New +$72.2K 0.01% 282

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
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
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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HPE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hewlett Packard (HPE) stake by 74% in Q1 2026, buying an estimated $2.2M and bringing the position to 234,232 shares worth $5.58M. The position accounts for 0.01% of the portfolio, ranked #760.

Carson Wealth (CWM LLC) first reported a position in HPE in Q4 2015 and has held it in 41 quarters since. 1,116 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 234,232 shares of Hewlett Packard worth $5.58M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 99,271 Hewlett Packard shares in Q1 2026, an estimated $2.2M.
  • Hewlett Packard made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #760 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hewlett Packard in Q4 2015 and has held it in 41 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.