Chevy Chase Trust
HPE icon

Chevy Chase Trust’s Hewlett Packard HPE Stock Holding History

Chevy Chase Trust’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 		$15.7M Sell
657,330
-14,253
-2% -$316K 0.05% 313
2025
Q4 		$16.1M Sell
671,583
-454
-0.1% -$10.7K 0.04% 310
2025
Q3 		$16.5M Sell
672,037
-24,038
-3% -$531K 0.05% 302
2025
Q2 		$14.2M Buy
696,075
+5,002
+0.7% +$83.9K 0.04% 325
2025
Q1 		$10.7M Buy
691,073
+7,590
+1% +$151K 0.03% 388
2024
Q4 		$14.6M Sell
683,483
-15,346
-2% -$324K 0.04% 328
2024
Q3 		$14.3M Sell
698,829
-12,841
-2% -$245K 0.04% 340
2024
Q2 		$15.1M Sell
711,670
-10,192
-1% -$188K 0.05% 313
2024
Q1 		$12.8M Buy
721,862
+3,018
+0.4% +$49K 0.04% 347
2023
Q4 		$12.2M Sell
718,844
-9,122
-1% -$149K 0.04% 339
2023
Q3 		$12.6M Sell
727,966
-19,520
-3% -$336K 0.05% 309
2023
Q2 		$12.6M Buy
747,486
+595
+0.1% +$9.1K 0.05% 335
2023
Q1 		$11.9M Buy
746,891
+4,532
+0.6% +$71.2K 0.05% 341
2022
Q4 		$11.8M Sell
742,359
-53,331
-7% -$786K 0.05% 336
2022
Q3 		$9.53M Buy
795,690
+8,231
+1% +$112K 0.04% 375
2022
Q2 		$10.4M Buy
787,459
+7,340
+0.9% +$111K 0.04% 363
2022
Q1 		$13M Sell
780,119
-7,846
-1% -$132K 0.04% 350
2021
Q4 		$12.4M Sell
787,965
-18,370
-2% -$277K 0.04% 371
2021
Q3 		$11.5M Sell
806,335
-29,321
-4% -$423K 0.04% 384
2021
Q2 		$12.2M Sell
835,656
-41,101
-5% -$649K 0.04% 375
2021
Q1 		$13.8M Sell
876,757
-53,188
-6% -$737K 0.05% 344
2020
Q4 		$11M Sell
929,945
-30,497
-3% -$320K 0.04% 385
2020
Q3 		$9M Sell
960,442
-79,814
-8% -$762K 0.04% 391
2020
Q2 		$10.1M Sell
1,040,256
-66,013
-6% -$648K 0.04% 371
2020
Q1 		$10.7M Buy
1,106,269
+15,167
+1% +$199K 0.05% 323
2019
Q4 		$17.3M Sell
1,091,102
-8,964
-0.8% -$143K 0.07% 299
2019
Q3 		$16.7M Sell
1,100,066
-27,561
-2% -$392K 0.07% 291
2019
Q2 		$16.9M Sell
1,127,627
-30,388
-3% -$461K 0.07% 286
2019
Q1 		$18.3M Sell
1,158,015
-23,335
-2% -$360K 0.08% 274
2018
Q4 		$15.6M Sell
1,181,350
-37,212
-3% -$557K 0.08% 262
2018
Q3 		$19.9M Sell
1,218,562
-76,387
-6% -$1.22M 0.08% 251
2018
Q2 		$18.9M Sell
1,294,949
-38,816
-3% -$644K 0.08% 255
2018
Q1 		$23.4M Sell
1,333,765
-53,056
-4% -$901K 0.1% 219
2017
Q4 		$19.9M Sell
1,386,821
-51,413
-4% -$730K 0.09% 258
2017
Q3 		$21.2M Sell
1,438,234
-427,755
-23% -$5.84M 0.1% 242
2017
Q2 		$24M Sell
1,865,989
-625,727
-25% -$8.71M 0.11% 208
2017
Q1 		$34.3M Buy
2,491,716
+53,504
+2% +$719K 0.17% 146
2016
Q4 		$32.8M Buy
2,438,212
+24,386
+1% +$326K 0.17% 141
2016
Q3 		$31.9M Sell
2,413,826
-58,388
-2% -$721K 0.17% 141
2016
Q2 		$26.3M Sell
2,472,214
-58,409
-2% -$594K 0.15% 163
2016
Q1 		$26.1M Sell
2,530,623
-58,828
-2% -$493K 0.15% 157
2015
Q4 		$22.9M Buy
+2,589,451
New +$21.7M 0.13% 175

Other funds holding HPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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

Chevy Chase Trust's HPE Position: Q1 2026 in Review

Chevy Chase Trust reduced its Hewlett Packard (HPE) stake by 2.1% in Q1 2026, selling an estimated $316K and leaving 657,330 shares worth $15.7M. The position accounts for 0.05% of the portfolio, ranked #313.

Chevy Chase Trust first reported a position in HPE in Q4 2015 and has held it in 42 quarters since. The position peaked at $34.3M in Q1 2017. 1,110 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Chevy Chase Trust held 657,330 shares of Hewlett Packard worth $15.7M as of Q1 2026.
  • Chevy Chase Trust sold 14,253 Hewlett Packard shares in Q1 2026, an estimated $316K.
  • Hewlett Packard made up 0.05% of Chevy Chase Trust's portfolio in Q1 2026, its #313 holding.
  • Chevy Chase Trust first reported a position in Hewlett Packard in Q4 2015 and has held it in 42 quarters since.
  • Chevy Chase Trust's Hewlett Packard position peaked at $34.3M in Q1 2017.
  • 1,110 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.