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Lodestone Wealth Management’s Hershey HSY Stock Holding History

Lodestone 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 		$15.4K Hold
88
– – 0.01% 454
2026
Q1 		$18.2K Buy
88
+18
+26% +$3.8K 0.01% 428
2025
Q4 		$12.8K Buy
+70
New +$12.8K 0.01% 467

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lodestone Wealth Management's HSY Position: Q2 2026 in Review

Lodestone Wealth Management held its Hershey (HSY) position steady in Q2 2026 at 88 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #454.

Lodestone Wealth Management first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.2K in Q1 2026. 1,403 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Lodestone Wealth Management held 88 shares of Hershey worth $15.4K as of Q2 2026.
  • Lodestone Wealth Management left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #454 holding.
  • Lodestone Wealth Management first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Hershey position peaked at $18.2K in Q1 2026.
  • 1,403 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.