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Philip James Wealth Mangement’s Hershey HSY Stock Holding History

Philip James Wealth Mangement’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 		$5.26M Sell
25,293
-48
-0.2% -$10.1K 0.6% 36
2025
Q4 		$4.61M Sell
25,341
-71
-0.3% -$13K 0.53% 41
2025
Q3 		$4.75M Buy
25,412
+354
+1% +$64.3K 0.55% 41
2025
Q2 		$4.16M Buy
25,058
+23,350
+1,367% +$3.85M 0.53% 43
2025
Q1 		$292K Buy
+1,708
New +$280K 0.04% 137

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Philip James Wealth Mangement reduced its Hershey (HSY) stake by 0.19% in Q1 2026, selling an estimated $10.1K and leaving 25,293 shares worth $5.26M. The position accounts for 0.6% of the portfolio, ranked #36.

Philip James Wealth Mangement first reported a position in HSY in Q1 2025 and has held it in 5 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Philip James Wealth Mangement held 25,293 shares of Hershey worth $5.26M as of Q1 2026.
  • Philip James Wealth Mangement sold 48 Hershey shares in Q1 2026, an estimated $10.1K.
  • Hershey made up 0.6% of Philip James Wealth Mangement's portfolio in Q1 2026, its #36 holding.
  • Philip James Wealth Mangement first reported a position in Hershey in Q1 2025 and has held it in 5 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

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