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Lyell Wealth Management’s Hewlett Packard HPE Stock Holding History

Lyell Wealth Management’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
Q2 		– Sell
-12,301
Closed -$190K – 223
2025
Q1 		$190K Sell
12,301
-1,298
-10% -$25.8K 0.02% 200
2024
Q4 		$290K Sell
13,599
-300
-2% -$6.33K 0.03% 171
2024
Q3 		$284K Hold
13,899
– – 0.03% 179
2024
Q2 		$294K Buy
13,899
+1,120
+9% +$20.6K 0.03% 173
2024
Q1 		$227K Sell
12,779
-649
-5% -$10.5K 0.02% 187
2023
Q4 		$228K Buy
13,428
+1,298
+11% +$21.1K 0.03% 179
2023
Q3 		$211K Hold
12,130
– – 0.03% 173
2023
Q2 		$204K Sell
12,130
-10,521
-46% -$161K 0.03% 177
2023
Q1 		$361K Sell
22,651
-250
-1% -$3.93K 0.05% 156
2022
Q4 		$366K Hold
22,901
– – 0.06% 152
2022
Q3 		$274K Buy
22,901
+11,995
+110% +$163K 0.05% 160
2022
Q2 		$146K Buy
10,906
+145
+1% +$2.2K 0.02% 188
2022
Q1 		$181K Buy
+10,761
New +$180K 0.02% 193

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lyell Wealth Management's HPE Position: Q2 2025 in Review

Lyell Wealth Management sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 12,301 shares — an estimated $190K sold.

Lyell Wealth Management first reported a position in HPE in Q1 2022 and held it in 13 quarters. The position peaked at $366K in Q4 2022. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Lyell Wealth Management reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 12,301 Hewlett Packard shares in Q2 2025, an estimated $190K.
  • Lyell Wealth Management first reported a position in Hewlett Packard in Q1 2022 and held it in 13 quarters.
  • Lyell Wealth Management's Hewlett Packard position peaked at $366K in Q4 2022.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Lyell Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.