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IMS Capital Management’s Hewlett Packard HPE Stock Holding History

IMS Capital Management’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
2025
Q2 		– Sell
-18,714
Closed -$289K – 153
2025
Q1 		$289K Buy
+18,714
New +$373K 0.15% 114
2024
Q2 		– Sell
-14,850
Closed -$263K – 147
2024
Q1 		$263K Buy
+14,850
New +$241K 0.12% 121
2020
Q4 		– Sell
-20,473
Closed -$192K – 136
2020
Q3 		$192K Buy
20,473
+3,600
+21% +$34.4K 0.14% 102
2020
Q2 		$164K Buy
+16,873
New +$166K 0.13% 122
2018
Q4 		– Sell
-336
Closed -$5K – 226
2018
Q3 		$5K Buy
+336
New +$5.38K ﹤0.01% 352

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

IMS Capital Management's HPE Position: Q2 2025 in Review

IMS Capital Management sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 18,714 shares — an estimated $289K sold.

IMS Capital Management first reported a position in HPE in Q3 2018 and held it in 5 quarters. The position peaked at $289K in Q1 2025. 1,034 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • IMS Capital Management reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • IMS Capital Management sold 18,714 Hewlett Packard shares in Q2 2025, an estimated $289K.
  • IMS Capital Management first reported a position in Hewlett Packard in Q3 2018 and held it in 5 quarters.
  • IMS Capital Management's Hewlett Packard position peaked at $289K in Q1 2025.
  • 1,034 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on IMS Capital Management's 13F filing for Q2 2025, filed 15 Jul 2025.