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Montgomery Investment Management’s HP HPQ Stock Holding History

Montgomery Investment 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
2026
Q2 		$965K Sell
43,970
-9,000
-17% -$199K 0.29% 54
2026
Q1 		$1.02M Sell
52,970
-6,850
-11% -$133K 0.35% 45
2025
Q4 		$1.33M Sell
59,820
-1,600
-3% -$40.8K 0.48% 38
2025
Q3 		$1.67M Sell
61,420
-400
-0.6% -$10.7K 0.59% 37
2025
Q2 		$1.51M Hold
61,820
– – 0.59% 37
2025
Q1 		$1.71M Buy
61,820
+50
+0.1% +$1.58K 0.68% 35
2024
Q4 		$2.02M Sell
61,770
-700
-1% -$25.2K 0.79% 32
2024
Q3 		$2.24M Hold
62,470
– – 0.81% 29
2024
Q2 		$2.19M Hold
62,470
– – 0.87% 29
2024
Q1 		$1.89M Sell
62,470
-28,900
-32% -$851K 0.72% 30
2023
Q4 		$2.75M Sell
91,370
-800
-0.9% -$22.4K 0.84% 26
2023
Q3 		$2.37M Sell
92,170
-5,799
-6% -$178K 0.82% 27
2023
Q2 		$3.01M Sell
97,969
-3,100
-3% -$93.1K 1.01% 25
2023
Q1 		$2.97M Sell
101,069
-6,667
-6% -$191K 1.05% 25
2022
Q4 		$2.89M Sell
107,736
-22,550
-17% -$624K 1.03% 25
2022
Q3 		$3.25M Sell
130,286
-1,300
-1% -$39.9K 1.33% 23
2022
Q2 		$4.31M Hold
131,586
– – 1.74% 23
2022
Q1 		$4.78M Sell
131,586
-3,500
-3% -$129K 1.64% 21
2021
Q4 		$5.09M Sell
135,086
-750
-0.6% -$24.5K 1.71% 19
2021
Q3 		$3.72M Buy
135,836
+1,000
+0.7% +$28.7K 1.39% 22
2021
Q2 		$4.07M Sell
134,836
-4,200
-3% -$134K 1.51% 22
2021
Q1 		$4.41M Sell
139,036
-750
-0.5% -$20.7K 1.69% 18
2020
Q4 		$3.44M Sell
139,786
-1,600
-1% -$33.6K 1.58% 21
2020
Q3 		$2.69M Sell
141,386
-3,300
-2% -$60.2K 1.41% 21
2020
Q2 		$2.52M Sell
144,686
-7,000
-5% -$111K 1.37% 20
2020
Q1 		$2.63M Sell
151,686
-7,600
-5% -$154K 1.72% 18
2019
Q4 		$3.27M Sell
159,286
-750
-0.5% -$14.2K 1.34% 21
2019
Q3 		$3.03M Sell
160,036
-200
-0.1% -$3.93K 1.29% 22
2019
Q2 		$3.33M Sell
160,236
-6,000
-4% -$119K 1.46% 20
2019
Q1 		$3.23M Hold
166,236
– – 1.44% 23
2018
Q4 		$3.4M Sell
166,236
-990
-0.6% -$23.1K 1.73% 19
2018
Q3 		$4.31M Hold
167,226
– – 1.77% 18
2018
Q2 		$3.79M Sell
167,226
-300
-0.2% -$6.69K 1.56% 18
2018
Q1 		$3.67M Hold
167,526
– – 1.54% 19
2017
Q4 		$3.52M Sell
167,526
-415
-0.2% -$8.83K 1.43% 21
2017
Q3 		$3.35M Sell
167,941
-516
-0.3% -$9.82K 1.49% 18
2017
Q2 		$2.94M Hold
168,457
– – 1.35% 22
2017
Q1 		$3.01M Hold
168,457
– – 1.3% 23
2016
Q4 		$2.5M Buy
168,457
+29,100
+21% +$441K 1.07% 25
2016
Q3 		$2.16M Sell
139,357
-31,500
-18% -$449K 1.02% 27
2016
Q2 		$2.14M Sell
170,857
-3,100
-2% -$38.6K 1.04% 26
2016
Q1 		$2.14M Sell
173,957
-2,150
-1% -$23K 1.23% 21
2015
Q4 		$2.09M Sell
176,107
-213,442
-55% -$2.73M 1.18% 21
2015
Q3 		$4.53M Sell
389,549
-220
-0.1% -$2.86K 2.67% 11
2015
Q2 		$5.31M Buy
389,769
+6,200
+2% +$92.1K 2.72% 11
2015
Q1 		$5.43M Sell
383,569
-440
-0.1% -$7.26K 2.73% 10
2014
Q4 		$7M Buy
384,009
+110,829
+41% +$1.86M 3.35% 8
2014
Q3 		$4.4M Buy
273,180
+50,426
+23% +$818K 3.04% 9
2014
Q2 		$3.41M Sell
222,754
-7,267
-3% -$109K 2.6% 10
2014
Q1 		$3.38M Sell
230,021
-2,433
-1% -$32.7K 2.74% 10
2013
Q4 		$2.95M Sell
232,454
-85,841
-27% -$986K 2.41% 11
2013
Q3 		$3.03M Sell
318,295
-5,725
-2% -$63.2K 1.65% 18
2013
Q2 		$3.65M Buy
+324,020
New +$3.31M 2% 16

Other funds holding HPQ

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Montgomery Investment Management's HPQ Position: Q2 2026 in Review

Montgomery Investment Management reduced its HP (HPQ) stake by 17% in Q2 2026, selling an estimated $199K and leaving 43,970 shares worth $965K. The position accounts for 0.29% of the portfolio, ranked #54.

Montgomery Investment Management first reported a position in HPQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $7M in Q4 2014. 124 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

  • Montgomery Investment Management held 43,970 shares of HP worth $965K as of Q2 2026.
  • Montgomery Investment Management sold 9,000 HP shares in Q2 2026, an estimated $199K.
  • HP made up 0.29% of Montgomery Investment Management's portfolio in Q2 2026, its #54 holding.
  • Montgomery Investment Management first reported a position in HP in Q2 2013 and has held it in 53 quarters since.
  • Montgomery Investment Management's HP position peaked at $7M in Q4 2014.
  • 124 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.