LPL Financial
HPE icon

LPL Financial’s Hewlett Packard HPE Stock Holding History

LPL Financial’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 		– Sell
-11,300
Closed -$271K – 6064
2025
Q4 		$271K Buy
11,300
+1,100
+11% +$25.9K ﹤0.01% 5224
2025
Q3 		$251K Sell
10,200
-23,300
-70% -$515K ﹤0.01% 5190
2025
Q2 		$685K Buy
+33,500
New +$562K ﹤0.01% 4104

Other funds holding HPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Barrow, Hanley, Mewhinney & Strauss
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

LPL Financial's HPE Position: Q1 2026 in Review

LPL Financial reduced its Hewlett Packard (HPE) stake by 65% in Q1 2026, selling an estimated $37.4M and leaving 926,614 shares worth $22.1M. The position accounts for 0.01% of the portfolio, ranked #1395.

LPL Financial first reported a position in HPE in Q4 2015 and has held it in 38 quarters since. The position peaked at $65.3M in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • LPL Financial held 926,614 shares of Hewlett Packard worth $22.1M as of Q1 2026.
  • LPL Financial sold 1,689,594 Hewlett Packard shares in Q1 2026, an estimated $37.4M.
  • Hewlett Packard made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1395 holding.
  • LPL Financial first reported a position in Hewlett Packard in Q4 2015 and has held it in 38 quarters since.
  • LPL Financial's Hewlett Packard position peaked at $65.3M in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.