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Summit Financial’s Hewlett Packard HPE Stock Holding History

Summit Financial’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
Q1 		$268K Sell
11,178
-243
-2% -$5.38K ﹤0.01% 1233
2025
Q4 		$276K Buy
+11,421
New +$269K ﹤0.01% 1109

Other funds holding HPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Summit Financial's HPE Position: Q1 2026 in Review

Summit Financial reduced its Hewlett Packard (HPE) stake by 2.1% in Q1 2026, selling an estimated $5.38K and leaving 11,178 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Summit Financial first reported a position in HPE in Q4 2025 and has held it in 2 quarters since. The position peaked at $276K in Q4 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Summit Financial held 11,178 shares of Hewlett Packard worth $268K as of Q1 2026.
  • Summit Financial sold 243 Hewlett Packard shares in Q1 2026, an estimated $5.38K.
  • Hewlett Packard made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1233 holding.
  • Summit Financial first reported a position in Hewlett Packard in Q4 2025 and has held it in 2 quarters since.
  • Summit Financial's Hewlett Packard position peaked at $276K in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.