CFC Planning Company’s Hewlett Packard HPE Stock Holding History

CFC Planning Company’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	$271K	Sell	11,394 -1,526	-12%	-$33.8K	0.19%	54
2025 Q4	$310K	Sell	12,920 -2,215	-15%	-$52.2K	0.24%	52
2025 Q3	$372K	Sell	15,135 -625	-4%	-$13.8K	0.31%	52
2025 Q2	$322K	Sell	15,760 -10,933	-41%	-$183K	0.3%	52
2025 Q1	$412K	Buy	26,693 +5,168	+24%	+$103K	0.44%	45
2024 Q4	$460K	Buy	+21,525	New	+$454K	0.49%	44

Other funds holding HPE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

EIM

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

CFC Planning Company's HPE Position: Q1 2026 in Review

CFC Planning Company reduced its Hewlett Packard (HPE) stake by 12% in Q1 2026, selling an estimated $33.8K and leaving 11,394 shares worth $271K. The position accounts for 0.19% of the portfolio, ranked #54.

CFC Planning Company first reported a position in HPE in Q4 2024 and has held it in 6 quarters since. The position peaked at $460K in Q4 2024. 1,110 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

CFC Planning Company held 11,394 shares of Hewlett Packard worth $271K as of Q1 2026.
CFC Planning Company sold 1,526 Hewlett Packard shares in Q1 2026, an estimated $33.8K.
Hewlett Packard made up 0.19% of CFC Planning Company's portfolio in Q1 2026, its #54 holding.
CFC Planning Company first reported a position in Hewlett Packard in Q4 2024 and has held it in 6 quarters since.
CFC Planning Company's Hewlett Packard position peaked at $460K in Q4 2024.
1,110 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.