First Dallas Securities’s Hewlett Packard HPE Stock Holding History

First Dallas Securities’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	$593K	Sell	24,926 -14,876	-37%	-$330K	0.22%	82
2025 Q4	$956K	Sell	39,802 -25,376	-39%	-$598K	0.36%	63
2025 Q3	$1.6M	Buy	65,178 +16,352	+33%	+$362K	0.6%	41
2025 Q2	$998K	Sell	48,826 -2,547	-5%	-$42.7K	0.39%	55
2025 Q1	$793K	Buy	51,373 +20,614	+67%	+$410K	0.33%	62
2024 Q4	$657K	Buy	30,759 +16,754	+120%	+$354K	0.27%	71
2024 Q3	$287K	Buy	14,005 +2,355	+20%	+$45K	0.12%	110
2024 Q2	$247K	Buy	+11,650	New	+$215K	0.11%	109

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

First Dallas Securities's HPE Position: Q1 2026 in Review

First Dallas Securities reduced its Hewlett Packard (HPE) stake by 37% in Q1 2026, selling an estimated $330K and leaving 24,926 shares worth $593K. The position accounts for 0.22% of the portfolio, ranked #82.

First Dallas Securities first reported a position in HPE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q3 2025. 1,110 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

First Dallas Securities held 24,926 shares of Hewlett Packard worth $593K as of Q1 2026.
First Dallas Securities sold 14,876 Hewlett Packard shares in Q1 2026, an estimated $330K.
Hewlett Packard made up 0.22% of First Dallas Securities's portfolio in Q1 2026, its #82 holding.
First Dallas Securities first reported a position in Hewlett Packard in Q2 2024 and has held it in 8 quarters since.
First Dallas Securities's Hewlett Packard position peaked at $1.6M in Q3 2025.
1,110 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.