First American Trust’s Hershey HSY Stock Holding History

First American Trust’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$606K	Buy	2,913 +18	+0.6%	+$3.8K	0.04%	190
2025 Q4	$527K	Sell	2,895 -3	-0.1%	-$548	0.04%	190
2025 Q3	$542K	Hold	2,898	–	–	0.04%	171
2025 Q2	$481K	Sell	2,898 -5	-0.2%	-$824	0.04%	171
2025 Q1	$497K	Buy	2,903 +133	+5%	+$21.8K	0.05%	157
2024 Q4	$469K	Buy	2,770 +5	+0.2%	+$897	0.05%	159
2024 Q3	$530K	Sell	2,765 -5	-0.2%	-$972	0.05%	148
2024 Q2	$509K	Hold	2,770	–	–	0.05%	143
2024 Q1	$539K	Hold	2,770	–	–	0.06%	137
2023 Q4	$516K	Sell	2,770 -663	-19%	-$126K	0.06%	123
2023 Q3	$687K	Buy	3,433 +673	+24%	+$151K	0.1%	96
2023 Q2	$689K	Hold	2,760	–	–	0.09%	93
2023 Q1	$702K	Hold	2,760	–	–	0.1%	93
2022 Q4	$639K	Hold	2,760	–	–	0.1%	101
2022 Q3	$608K	Hold	2,760	–	–	0.1%	96
2022 Q2	$594K	Hold	2,760	–	–	0.09%	103
2022 Q1	$598K	Sell	2,760 -5	-0.2%	-$1.02K	0.08%	106
2021 Q4	$535K	Buy	2,765 +5	+0.2%	+$905	0.07%	109
2021 Q3	$467K	Hold	2,760	–	–	0.07%	107
2021 Q2	$481K	Hold	2,760	–	–	0.08%	100
2021 Q1	$437K	Hold	2,760	–	–	0.07%	110
2020 Q4	$420K	Sell	2,760 -3	-0.1%	-$444	0.07%	104
2020 Q3	$396K	Buy	+2,763	New	+$392K	0.07%	102

Other funds holding HSY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First American Trust's HSY Position: Q1 2026 in Review

First American Trust increased its Hershey (HSY) stake by 0.62% in Q1 2026, buying an estimated $3.8K and bringing the position to 2,913 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #190.

First American Trust first reported a position in HSY in Q3 2020 and has held it in 23 quarters since. The position peaked at $702K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

First American Trust held 2,913 shares of Hershey worth $606K as of Q1 2026.
First American Trust bought 18 Hershey shares in Q1 2026, an estimated $3.8K.
Hershey made up 0.04% of First American Trust's portfolio in Q1 2026, its #190 holding.
First American Trust first reported a position in Hershey in Q3 2020 and has held it in 23 quarters since.
First American Trust's Hershey position peaked at $702K in Q1 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.