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Philip James Wealth Mangement’s HP HPQ Stock Holding History

Philip James Wealth Mangement’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
Q1 		$1.44M Sell
74,741
-63,430
-46% -$1.23M 0.17% 72
2025
Q4 		$3.08M Sell
138,171
-73,573
-35% -$1.88M 0.36% 59
2025
Q3 		$5.77M Sell
211,744
-27,200
-11% -$725K 0.67% 36
2025
Q2 		$5.84M Sell
238,944
-46,315
-16% -$1.18M 0.75% 33
2025
Q1 		$7.9M Sell
285,259
-28,662
-9% -$907K 0.96% 23
2024
Q4 		$10.2M Sell
313,921
-82,083
-21% -$2.95M 1.32% 15
2024
Q3 		$14.2M Buy
+396,004
New +$14M 1.74% 9

Other funds holding HPQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Philip James Wealth Mangement's HPQ Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its HP (HPQ) stake by 46% in Q1 2026, selling an estimated $1.23M and leaving 74,741 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #72.

Philip James Wealth Mangement first reported a position in HPQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.2M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Philip James Wealth Mangement held 74,741 shares of HP worth $1.44M as of Q1 2026.
  • Philip James Wealth Mangement sold 63,430 HP shares in Q1 2026, an estimated $1.23M.
  • HP made up 0.17% of Philip James Wealth Mangement's portfolio in Q1 2026, its #72 holding.
  • Philip James Wealth Mangement first reported a position in HP in Q3 2024 and has held it in 7 quarters since.
  • Philip James Wealth Mangement's HP position peaked at $14.2M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.