IMA Advisory Services’s Hershey HSY Stock Holding History

IMA Advisory Services’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	$26K	Hold	125	–	–	﹤0.01%	289
2025 Q4	$22.7K	Hold	125	–	–	﹤0.01%	303
2025 Q3	$23.4K	Hold	125	–	–	﹤0.01%	289
2025 Q2	$20.7K	Hold	125	–	–	﹤0.01%	282
2025 Q1	$21.4K	Buy	+125	New	+$20.5K	﹤0.01%	276
2024 Q4	–	Sell	-125	Closed	-$24K	–	225
2024 Q3	$24K	Buy	+125	New	+$24.3K	0.01%	214
2023 Q4	–	Sell	-125	Closed	-$25K	–	156
2023 Q3	$25K	Hold	125	–	–	0.01%	207
2023 Q2	$31.2K	Hold	125	–	–	0.01%	203
2023 Q1	$31.8K	Hold	125	–	–	0.01%	192
2022 Q4	$28.9K	Hold	125	–	–	0.01%	207
2022 Q3	$28K	Hold	125	–	–	0.01%	207
2022 Q2	$27K	Hold	125	–	–	0.01%	216
2022 Q1	$27K	Hold	125	–	–	0.01%	183
2021 Q4	$24K	Hold	125	–	–	0.01%	203
2021 Q3	$21K	Hold	125	–	–	0.01%	196
2021 Q2	$22K	Hold	125	–	–	0.01%	189
2021 Q1	$20K	Hold	125	–	–	﹤0.01%	200
2020 Q4	$19K	Buy	+125	New	+$18.5K	0.01%	182
2019 Q2	–	Sell	-900	Closed	-$103K	–	290
2019 Q1	$103K	Buy	+900	New	+$98K	0.04%	130

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

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

IMA Advisory Services held its Hershey (HSY) position steady in Q1 2026 at 125 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

IMA Advisory Services first reported a position in HSY in Q1 2019 and has held it in 19 quarters since. The position peaked at $103K in Q1 2019. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

IMA Advisory Services held 125 shares of Hershey worth $26K as of Q1 2026.
IMA Advisory Services left its Hershey share count unchanged in Q1 2026.
Hershey made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #289 holding.
IMA Advisory Services first reported a position in Hershey in Q1 2019 and has held it in 19 quarters since.
IMA Advisory Services's Hershey position peaked at $103K in Q1 2019.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

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