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Mount Lucas Management’s Hewlett Packard HPE Stock Holding History

Mount Lucas 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
2026
Q2 		$636K Buy
+14,095
New +$509K 0.23% 138
2026
Q1 		– Sell
-33,930
Closed -$815K – 184
2025
Q4 		$815K Buy
33,930
+447
+1% +$10.5K 0.33% 118
2025
Q3 		$822K Sell
33,483
-832
-2% -$18.4K 0.34% 96
2025
Q2 		$702K Sell
34,315
-9,175
-21% -$154K 0.3% 115
2025
Q1 		$671K Buy
+43,490
New +$866K 0.22% 105
2023
Q4 		– Sell
-143,479
Closed -$2.49M – 165
2023
Q3 		$2.49M Sell
143,479
-5,030
-3% -$86.5K 0.88% 37
2023
Q2 		$2.49M Sell
148,509
-191,343
-56% -$2.93M 0.83% 48
2023
Q1 		$5.41M Buy
339,852
+21,705
+7% +$341K 1.43% 14
2022
Q4 		$5.08M Sell
318,147
-78,864
-20% -$1.16M 1.66% 15
2022
Q3 		$4.76M Sell
397,011
-4,197
-1% -$57K 1.64% 10
2022
Q2 		$5.32M Buy
401,208
+152,933
+62% +$2.32M 1.78% 12
2022
Q1 		$4.15M Sell
248,275
-29,398
-11% -$493K 1.21% 18
2021
Q4 		$4.38M Buy
+277,673
New +$4.19M 1.25% 19
2021
Q2 		– Sell
-591,474
Closed -$9.31M – 123
2021
Q1 		$9.31M Buy
591,474
+60,125
+11% +$833K 2.74% 9
2020
Q4 		$6.3M Buy
531,349
+9,775
+2% +$103K 1.32% 23
2020
Q3 		$4.89M Sell
521,574
-35,186
-6% -$336K 1.02% 25
2020
Q2 		$5.42M Buy
+556,760
New +$5.47M 1.07% 24
2019
Q4 		– Sell
-20,262
Closed -$307K – 98
2019
Q3 		$307K Sell
20,262
-595,663
-97% -$8.47M 0.06% 87
2019
Q2 		$9.21M Sell
615,925
-13,936
-2% -$211K 1.56% 18
2019
Q1 		$9.72M Buy
629,861
+5,207
+0.8% +$80.2K 1.61% 14
2018
Q4 		$8.25M Buy
624,654
+12,071
+2% +$181K 1.05% 17
2018
Q3 		$9.99M Buy
+612,583
New +$9.81M 1.47% 21
2018
Q1 		– Sell
-396,140
Closed -$5.69M – 98
2017
Q4 		$5.69M Sell
396,140
-19,446
-5% -$276K 0.98% 29
2017
Q3 		$6.11M Sell
415,586
-155,500
-27% -$2.12M 1.1% 28
2017
Q2 		$7.35M Sell
571,086
-188,402
-25% -$2.62M 1.38% 26
2017
Q1 		$10.5M Buy
+759,488
New +$10.2M 2.08% 8

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

Mount Lucas Management's HPE Position: Q2 2026 in Review

Mount Lucas Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 14,095 shares worth $636K. The stake represents 0.23% of the portfolio and ranks #138 among its holdings. This is a return to the name: Mount Lucas Management previously reported a position in HPE as recently as Q4 2025.

Mount Lucas Management first reported a position in HPE in Q1 2017 and has held it in 26 quarters since. The position peaked at $10.5M in Q1 2017. 1,447 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Mount Lucas Management held 14,095 shares of Hewlett Packard worth $636K as of Q2 2026.
  • Hewlett Packard was a new Mount Lucas Management position in Q2 2026.
  • Hewlett Packard made up 0.23% of Mount Lucas Management's portfolio in Q2 2026, its #138 holding.
  • Mount Lucas Management first reported a position in Hewlett Packard in Q1 2017 and has held it in 26 quarters since.
  • Mount Lucas Management's Hewlett Packard position peaked at $10.5M in Q1 2017.
  • 1,447 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.