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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
Q2 		$4.03M Sell
22,955
-2,338
-9% -$441K 0.45% 47
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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Philip James Wealth Mangement's HSY Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Hershey (HSY) stake by 9.2% in Q2 2026, selling an estimated $441K and leaving 22,955 shares worth $4.03M. The position accounts for 0.45% of the portfolio, ranked #47.

Philip James Wealth Mangement first reported a position in HSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.26M in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Philip James Wealth Mangement held 22,955 shares of Hershey worth $4.03M as of Q2 2026.
  • Philip James Wealth Mangement sold 2,338 Hershey shares in Q2 2026, an estimated $441K.
  • Hershey made up 0.45% of Philip James Wealth Mangement's portfolio in Q2 2026, its #47 holding.
  • Philip James Wealth Mangement first reported a position in Hershey in Q1 2025 and has held it in 6 quarters since.
  • Philip James Wealth Mangement's Hershey position peaked at $5.26M in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.