Jamison Private Wealth Management’s Hershey HSY Stock Holding History

Jamison Private 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 Q2	$2.4M	Buy	13,657 +1,113	+9%	+$210K	0.24%	84
2026 Q1	$2.61M	Buy	12,544 +257	+2%	+$54.2K	0.32%	73
2025 Q4	$2.24M	Buy	12,287 +421	+4%	+$77K	0.27%	79
2025 Q3	$2.22M	Buy	11,866 +942	+9%	+$171K	0.28%	76
2025 Q2	$1.81M	Sell	10,924 -49	-0.4%	-$8.08K	0.26%	83
2025 Q1	$1.88M	Buy	10,973 +761	+7%	+$125K	0.29%	82
2024 Q4	$1.73M	Buy	10,212 +1,487	+17%	+$267K	0.26%	88
2024 Q3	$1.67M	Buy	8,725 +1,646	+23%	+$320K	0.25%	87
2024 Q2	$1.3M	Buy	7,079 +1,288	+22%	+$249K	0.22%	88
2024 Q1	$1.13M	Buy	5,791 +969	+20%	+$187K	0.19%	93
2023 Q4	$899K	Buy	4,822 +598	+14%	+$113K	0.17%	100
2023 Q3	$845K	Buy	+4,224	New	+$946K	0.17%	99

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jamison Private Wealth Management's HSY Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Hershey (HSY) stake by 8.9% in Q2 2026, buying an estimated $210K and bringing the position to 13,657 shares worth $2.4M. The position accounts for 0.24% of the portfolio, ranked #84.

Jamison Private Wealth Management first reported a position in HSY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.61M in Q1 2026. 1,413 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Jamison Private Wealth Management held 13,657 shares of Hershey worth $2.4M as of Q2 2026.
Jamison Private Wealth Management bought 1,113 Hershey shares in Q2 2026, an estimated $210K.
Hershey made up 0.24% of Jamison Private Wealth Management's portfolio in Q2 2026, its #84 holding.
Jamison Private Wealth Management first reported a position in Hershey in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Hershey position peaked at $2.61M in Q1 2026.
1,413 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.