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KLCM Advisors’s Hewlett Packard HPE Stock Holding History

KLCM Advisors’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
Q3 		– Sell
-26,342
Closed -$539K – 184
2025
Q2 		$539K Sell
26,342
-900
-3% -$15.1K 0.06% 111
2025
Q1 		$420K Buy
27,242
+1,000
+4% +$19.9K 0.05% 119
2024
Q4 		$560K Buy
26,242
+96
+0.4% +$2.03K 0.07% 103
2024
Q3 		$535K Sell
26,146
-135
-0.5% -$2.58K 0.06% 103
2024
Q2 		$556K Buy
+26,281
New +$484K 0.07% 97

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KLCM Advisors's HPE Position: Q3 2025 in Review

KLCM Advisors sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 26,342 shares — an estimated $539K sold.

KLCM Advisors first reported a position in HPE in Q2 2024 and held it in 5 quarters. The position peaked at $560K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

  • KLCM Advisors reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
  • KLCM Advisors sold 26,342 Hewlett Packard shares in Q3 2025, an estimated $539K.
  • KLCM Advisors first reported a position in Hewlett Packard in Q2 2024 and held it in 5 quarters.
  • KLCM Advisors's Hewlett Packard position peaked at $560K in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on KLCM Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.