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NWAM LLC’s Hershey HSY Stock Holding History

NWAM LLC’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,311
Closed -$239K – 646
2025
Q4 		$239K Sell
1,311
-15
-1% -$2.74K 0.01% 552
2025
Q3 		$248K Sell
1,326
-195
-13% -$35.4K 0.01% 560
2025
Q2 		$254K Buy
1,521
+79
+5% +$13K 0.01% 544
2025
Q1 		$247K Sell
1,442
-143
-9% -$23.4K 0.02% 445
2024
Q4 		$268K Sell
1,585
-128
-7% -$23K 0.02% 502
2024
Q3 		$329K Buy
+1,713
New +$333K 0.02% 474
2024
Q2 		– Sell
-1,568
Closed -$305K – 312
2024
Q1 		$305K Sell
1,568
-48
-3% -$9.26K 0.02% 427
2023
Q4 		$301K Buy
+1,616
New +$306K 0.02% 436
2023
Q3 		– Sell
-1,707
Closed -$426K – 519
2023
Q2 		$426K Buy
+1,707
New +$448K 0.04% 357
2023
Q1 		– Sell
-1,712
Closed -$396K – 515
2022
Q4 		$396K Buy
1,712
+263
+18% +$60.6K 0.04% 354
2022
Q3 		$320K Sell
1,449
-557
-28% -$125K 0.03% 373
2022
Q2 		$433K Buy
2,006
+545
+37% +$119K 0.04% 331
2022
Q1 		$317K Buy
1,461
+47
+3% +$9.55K 0.02% 410
2021
Q4 		$274K Sell
1,414
-28
-2% -$5.07K 0.02% 430
2021
Q3 		$244K Hold
1,442
– – 0.02% 434
2021
Q2 		$251K Hold
1,442
– – 0.02% 406
2021
Q1 		$228K Hold
1,442
– – 0.02% 433
2020
Q4 		$220K Buy
+1,442
New +$213K 0.03% 407
2019
Q4 		$252K Buy
1,712
+1
+0.1% +$148 0.04% 334
2019
Q3 		$265K Buy
1,711
+10
+0.6% +$1.51K 0.05% 305
2019
Q2 		$228K Buy
+1,701
New +$216K 0.05% 320
2017
Q4 		– Sell
-2,766
Closed -$302K – 333
2017
Q3 		$302K Buy
2,766
+35
+1% +$3.73K 0.08% 234
2017
Q2 		$293K Buy
+2,731
New +$301K 0.05% 229

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NWAM LLC's HSY Position: Q1 2026 in Review

NWAM LLC sold out of Hershey (HSY) in Q1 2026, closing a stake of 1,311 shares — an estimated $239K sold.

NWAM LLC first reported a position in HSY in Q2 2017 and held it in 23 quarters. The position peaked at $433K in Q2 2022. 1,479 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • NWAM LLC reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • NWAM LLC sold 1,311 Hershey shares in Q1 2026, an estimated $239K.
  • NWAM LLC first reported a position in Hershey in Q2 2017 and held it in 23 quarters.
  • NWAM LLC's Hershey position peaked at $433K in Q2 2022.
  • 1,479 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.