Legacy Bridge’s Hewlett Packard HPE Stock Holding History

Legacy Bridge’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
2026 Q1	$1.61M	Buy	67,805 +1,300	+2%	+$28.8K	0.62%	56
2025 Q4	$1.6M	Buy	66,505 +175	+0.3%	+$4.12K	0.65%	47
2025 Q3	$1.63M	Sell	66,330 -610	-0.9%	-$13.5K	0.68%	46
2025 Q2	$1.37M	Sell	66,940 -2,455	-4%	-$41.2K	0.65%	57
2025 Q1	$1.07M	Buy	69,395 +2,365	+4%	+$47.1K	0.6%	68
2024 Q4	$1.43M	Buy	67,030 +100	+0.1%	+$2.11K	0.75%	47
2024 Q3	$1.37M	Buy	66,930 +6,105	+10%	+$117K	0.74%	54
2024 Q2	$1.29M	Buy	+60,825	New	+$1.12M	0.76%	53
2021 Q1	–	Sell	-650	Closed	-$8K	–	289
2020 Q4	$8K	Hold	650	–	–	0.01%	266
2020 Q3	$6K	Sell	650 -34,115	-98%	-$326K	0.01%	267
2020 Q2	$338K	Sell	34,765 -2,450	-7%	-$24.1K	0.37%	98
2020 Q1	$361K	Hold	37,215	–	–	0.45%	81
2019 Q4	$590K	Buy	37,215 +3	+0%	+$48	0.49%	75
2019 Q3	$565K	Sell	37,212 -1,500	-4%	-$21.3K	0.54%	70
2019 Q2	$579K	Hold	38,712	–	–	0.56%	68
2019 Q1	$597K	Buy	38,712 +36,815	+1,941%	+$567K	0.62%	60
2018 Q4	$25K	Buy	+1,897	New	+$28.4K	0.03%	181

Other funds holding HPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Legacy Bridge's HPE Position: Q1 2026 in Review

Legacy Bridge increased its Hewlett Packard (HPE) stake by 2% in Q1 2026, buying an estimated $28.8K and bringing the position to 67,805 shares worth $1.61M. The position accounts for 0.62% of the portfolio, ranked #56.

Legacy Bridge first reported a position in HPE in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.63M in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Legacy Bridge held 67,805 shares of Hewlett Packard worth $1.61M as of Q1 2026.
Legacy Bridge bought 1,300 Hewlett Packard shares in Q1 2026, an estimated $28.8K.
Hewlett Packard made up 0.62% of Legacy Bridge's portfolio in Q1 2026, its #56 holding.
Legacy Bridge first reported a position in Hewlett Packard in Q4 2018 and has held it in 17 quarters since.
Legacy Bridge's Hewlett Packard position peaked at $1.63M in Q3 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.