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 Q3	$2.2M	Buy	13,962 +305	+2%	+$53.7K	0.22%	87
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Jamison Private Wealth Management's HSY Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Hershey (HSY) stake by 2.2% in Q3 2026, buying an estimated $53.7K and bringing the position to 13,962 shares worth $2.2M. The position accounts for 0.22% of the portfolio, ranked #87.

Jamison Private Wealth Management first reported a position in HSY in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.61M in Q1 2026. 740 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Jamison Private Wealth Management held 13,962 shares of Hershey worth $2.2M as of Q3 2026.
Jamison Private Wealth Management bought 305 Hershey shares in Q3 2026, an estimated $53.7K.
Hershey made up 0.22% of Jamison Private Wealth Management's portfolio in Q3 2026, its #87 holding.
Jamison Private Wealth Management first reported a position in Hershey in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Hershey position peaked at $2.61M in Q1 2026.
740 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.