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Walled Lake Planning & Wealth Management’s Hewlett Packard HPE Stock Holding History

Walled Lake Planning & Wealth Management’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 		$773K Buy
32,456
+39
+0.1% +$864 0.23% 50
2025
Q4 		$779K Buy
32,417
+34
+0.1% +$801 0.25% 56
2025
Q3 		$795K Buy
32,383
+38
+0.1% +$840 0.26% 51
2025
Q2 		$661K Buy
32,345
+52
+0.2% +$872 0.22% 59
2025
Q1 		$498K Buy
32,293
+33
+0.1% +$657 0.18% 68
2024
Q4 		$689K Buy
32,260
+1,723
+6% +$36.4K 0.26% 58
2024
Q3 		$625K Buy
30,537
+36
+0.1% +$688 0.23% 57
2024
Q2 		$646K Buy
30,501
+42
+0.1% +$774 0.26% 48
2024
Q1 		$540K Buy
30,459
+46
+0.2% +$747 0.22% 48
2023
Q4 		$516K Buy
30,413
+40
+0.1% +$652 0.24% 45
2023
Q3 		$528K Buy
30,373
+39
+0.1% +$671 0.26% 42
2023
Q2 		$510K Sell
30,334
-83
-0.3% -$1.27K 0.25% 42
2023
Q1 		$485K Buy
+30,417
New +$478K 0.25% 45
2022
Q4 		– Sell
-30,326
Closed -$363K – 65
2022
Q3 		$363K Buy
30,326
+52
+0.2% +$707 0.25% 45
2022
Q2 		$401K Buy
30,274
+41
+0.1% +$622 0.28% 44
2022
Q1 		$505K Buy
30,233
+31
+0.1% +$520 0.3% 44
2021
Q4 		$476K Buy
30,202
+35
+0.1% +$528 0.28% 48
2021
Q3 		$430K Buy
30,167
+36
+0.1% +$520 0.27% 49
2021
Q2 		$439K Buy
30,131
+2,047
+7% +$32.3K 0.29% 44
2021
Q1 		$442K Buy
28,084
+23
+0.1% +$319 0.31% 46
2020
Q4 		$333K Buy
28,061
+329
+1% +$3.45K 0.25% 51
2020
Q3 		$260K Buy
27,732
+331
+1% +$3.16K 0.21% 52
2020
Q2 		$267K Buy
27,401
+315
+1% +$3.09K 0.22% 49
2020
Q1 		$263K Buy
27,086
+21,744
+407% +$285K 0.24% 45
2019
Q4 		$85K Buy
+5,342
New +$85.3K 0.06% 95

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

Walled Lake Planning & Wealth Management's HPE Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management increased its Hewlett Packard (HPE) stake by 0.12% in Q1 2026, buying an estimated $864 and bringing the position to 32,456 shares worth $773K. The position accounts for 0.23% of the portfolio, ranked #50.

Walled Lake Planning & Wealth Management first reported a position in HPE in Q4 2019 and has held it in 25 quarters since. The position peaked at $795K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Walled Lake Planning & Wealth Management held 32,456 shares of Hewlett Packard worth $773K as of Q1 2026.
  • Walled Lake Planning & Wealth Management bought 39 Hewlett Packard shares in Q1 2026, an estimated $864.
  • Hewlett Packard made up 0.23% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Hewlett Packard in Q4 2019 and has held it in 25 quarters since.
  • Walled Lake Planning & Wealth Management's Hewlett Packard position peaked at $795K in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.