IMA Advisory Services’s Hewlett Packard HPE Stock Holding History

IMA Advisory Services’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	$359	Hold	15	–	–	﹤0.01%	902
2025 Q4	$362	Hold	15	–	–	﹤0.01%	896
2025 Q3	$370	Hold	15	–	–	﹤0.01%	434
2025 Q2	$309	Buy	+15	New	+$251	﹤0.01%	440

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

IMA Advisory Services's HPE Position: Q1 2026 in Review

IMA Advisory Services held its Hewlett Packard (HPE) position steady in Q1 2026 at 15 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #902.

IMA Advisory Services first reported a position in HPE in Q2 2025 and has held it in 4 quarters since. The position peaked at $370 in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

IMA Advisory Services held 15 shares of Hewlett Packard worth $359 as of Q1 2026.
IMA Advisory Services left its Hewlett Packard share count unchanged in Q1 2026.
Hewlett Packard made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #902 holding.
IMA Advisory Services first reported a position in Hewlett Packard in Q2 2025 and has held it in 4 quarters since.
IMA Advisory Services's Hewlett Packard position peaked at $370 in Q3 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.