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Lyell Wealth Management’s HP HPQ Stock Holding History

Lyell Wealth Management’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,130
Closed -$336K – 224
2025
Q1 		$336K Sell
12,130
-1,297
-10% -$41K 0.03% 166
2024
Q4 		$438K Hold
13,427
– – 0.04% 148
2024
Q3 		$482K Hold
13,427
– – 0.04% 146
2024
Q2 		$470K Buy
13,427
+649
+5% +$20.6K 0.04% 143
2024
Q1 		$386K Sell
12,778
-649
-5% -$19.1K 0.04% 151
2023
Q4 		$404K Buy
13,427
+1,297
+11% +$36.3K 0.05% 142
2023
Q3 		$312K Hold
12,130
– – 0.04% 148
2023
Q2 		$373K Sell
12,130
-9,421
-44% -$283K 0.05% 144
2023
Q1 		$633K Sell
21,551
-50
-0.2% -$1.44K 0.09% 131
2022
Q4 		$580K Sell
21,601
-105
-0.5% -$2.91K 0.09% 131
2022
Q3 		$541K Buy
21,706
+12,175
+128% +$374K 0.09% 128
2022
Q2 		$315K Buy
9,531
+30
+0.3% +$1.1K 0.05% 157
2022
Q1 		$347K Buy
+9,501
New +$351K 0.04% 159

Other funds holding HPQ

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lyell Wealth Management sold out of HP (HPQ) in Q2 2025, closing a stake of 12,130 shares — an estimated $336K sold.

Lyell Wealth Management first reported a position in HPQ in Q1 2022 and held it in 13 quarters. The position peaked at $633K in Q1 2023. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Lyell Wealth Management reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 12,130 HP shares in Q2 2025, an estimated $336K.
  • Lyell Wealth Management first reported a position in HP in Q1 2022 and held it in 13 quarters.
  • Lyell Wealth Management's HP position peaked at $633K in Q1 2023.
  • 1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

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