IWM
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IHT Wealth Management’s Hershey HSY Stock Holding History

IHT Wealth Management’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 		$704K Buy
3,389
+1,868
+123% +$394K 0.02% 701
2025
Q4 		$277K Sell
1,521
-184
-11% -$33.6K 0.01% 990
2025
Q3 		$319K Sell
1,705
-3,670
-68% -$667K 0.01% 909
2025
Q2 		$892K Sell
5,375
-350
-6% -$57.7K 0.02% 527
2025
Q1 		$979K Buy
5,725
+490
+9% +$80.2K 0.03% 481
2024
Q4 		$887K Sell
5,235
-5,905
-53% -$1.06M 0.03% 493
2024
Q3 		$2.14M Buy
11,140
+7,042
+172% +$1.37M 0.06% 304
2024
Q2 		$753K Buy
4,098
+457
+13% +$88.4K 0.03% 507
2024
Q1 		$708K Buy
3,641
+582
+19% +$112K 0.03% 527
2023
Q4 		$570K Buy
3,059
+661
+28% +$125K 0.03% 550
2023
Q3 		$480K Sell
2,398
-9
-0.4% -$2.02K 0.02% 568
2023
Q2 		$601K Buy
2,407
+309
+15% +$81K 0.03% 485
2023
Q1 		$534K Buy
2,098
+509
+32% +$120K 0.03% 478
2022
Q4 		$368K Buy
1,589
+144
+10% +$33.2K 0.02% 583
2022
Q3 		$319K Buy
+1,445
New +$324K 0.02% 597
2020
Q2 		– Sell
-1,739
Closed -$230K – 605
2020
Q1 		$230K Buy
1,739
+47
+3% +$6.93K 0.03% 457
2019
Q4 		$249K Buy
1,692
+3
+0.2% +$445 0.03% 504
2019
Q3 		$262K Buy
+1,689
New +$255K 0.04% 460

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

IHT Wealth Management's HSY Position: Q1 2026 in Review

IHT Wealth Management increased its Hershey (HSY) stake by 123% in Q1 2026, buying an estimated $394K and bringing the position to 3,389 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #701.

IHT Wealth Management first reported a position in HSY in Q3 2019 and has held it in 18 quarters since. The position peaked at $2.14M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • IHT Wealth Management held 3,389 shares of Hershey worth $704K as of Q1 2026.
  • IHT Wealth Management bought 1,868 Hershey shares in Q1 2026, an estimated $394K.
  • Hershey made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #701 holding.
  • IHT Wealth Management first reported a position in Hershey in Q3 2019 and has held it in 18 quarters since.
  • IHT Wealth Management's Hershey position peaked at $2.14M in Q3 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.