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MBM Wealth Consultants’s Hewlett Packard HPE Stock Holding History

MBM Wealth Consultants’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
Q2 		– Sell
-12
Closed -$279 – 230
2026
Q1 		$279 Buy
+12
New +$266 ﹤0.01% 377
2023
Q4 		– Sell
-14,607
Closed -$241K – 115
2023
Q3 		$241K Buy
14,607
+715
+5% +$12.3K 0.1% 92
2023
Q2 		$237K Buy
13,892
+5,099
+58% +$78K 0.1% 92
2023
Q1 		$142K Hold
8,793
– – 0.06% 117
2022
Q4 		$142K Buy
8,793
+2,164
+33% +$31.9K 0.07% 109
2022
Q3 		$83K Buy
6,629
+1,838
+38% +$25K 0.04% 127
2022
Q2 		$64K Buy
4,791
+169
+4% +$2.56K 0.03% 144
2022
Q1 		$77K Buy
4,622
+1,240
+37% +$20.8K 0.03% 149
2021
Q4 		$53K Buy
+3,382
New +$51K 0.02% 151

Other funds holding HPE

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MBM Wealth Consultants's HPE Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Hewlett Packard (HPE) in Q2 2026, closing a stake of 12 shares — an estimated $279 sold.

MBM Wealth Consultants first reported a position in HPE in Q4 2021 and held it in 9 quarters. The position peaked at $241K in Q3 2023. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Hewlett Packard position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 12 Hewlett Packard shares in Q2 2026, an estimated $279.
  • MBM Wealth Consultants first reported a position in Hewlett Packard in Q4 2021 and held it in 9 quarters.
  • MBM Wealth Consultants's Hewlett Packard position peaked at $241K in Q3 2023.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

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