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Walled Lake Planning & Wealth Management’s HP HPQ Stock Holding History

Walled Lake Planning & Wealth Management’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 		$870K Sell
45,282
-676
-1% -$13.1K 0.26% 48
2025
Q4 		$1.02M Sell
45,958
-1,827
-4% -$46.6K 0.32% 44
2025
Q3 		$1.3M Sell
47,785
-1,355
-3% -$36.1K 0.43% 39
2025
Q2 		$1.2M Buy
49,140
+38
+0.1% +$968 0.39% 44
2025
Q1 		$1.36M Buy
49,102
+32
+0.1% +$1.01K 0.48% 41
2024
Q4 		$1.6M Buy
49,070
+1,588
+3% +$57.1K 0.6% 37
2024
Q3 		$1.7M Sell
47,482
-1,439
-3% -$50.7K 0.64% 36
2024
Q2 		$1.71M Sell
48,921
-71
-0.1% -$2.25K 0.7% 35
2024
Q1 		$1.48M Sell
48,992
-149
-0.3% -$4.38K 0.61% 35
2023
Q4 		$1.48M Sell
49,141
-170
-0.3% -$4.76K 0.69% 33
2023
Q3 		$1.27M Buy
49,311
+25
+0.1% +$767 0.63% 35
2023
Q2 		$1.51M Buy
49,286
+7,015
+17% +$211K 0.74% 32
2023
Q1 		$1.24M Buy
+42,271
New +$1.21M 0.65% 35
2022
Q4 		– Sell
-38,570
Closed -$961K – 66
2022
Q3 		$961K Buy
38,570
+19
+0% +$584 0.67% 35
2022
Q2 		$1.26M Buy
38,551
+16
+0% +$587 0.87% 32
2022
Q1 		$1.4M Buy
38,535
+9
+0% +$332 0.83% 32
2021
Q4 		$1.45M Sell
38,526
-191
-0.5% -$6.25K 0.84% 33
2021
Q3 		$1.06M Hold
38,717
– – 0.65% 34
2021
Q2 		$1.17M Buy
38,717
+1,255
+3% +$40.1K 0.76% 33
2021
Q1 		$1.19M Sell
37,462
-796
-2% -$22K 0.82% 32
2020
Q4 		$941K Sell
38,258
-17,776
-32% -$373K 0.71% 31
2020
Q3 		$1.06M Sell
56,034
-1,778
-3% -$32.4K 0.86% 30
2020
Q2 		$1.01M Buy
57,812
+8
+0% +$127 0.84% 29
2020
Q1 		$1M Buy
57,804
+3,161
+6% +$64K 0.92% 29
2019
Q4 		$1.12M Buy
+54,643
New +$1.04M 0.81% 28

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

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

Walled Lake Planning & Wealth Management reduced its HP (HPQ) stake by 1.5% in Q1 2026, selling an estimated $13.1K and leaving 45,282 shares worth $870K. The position accounts for 0.26% of the portfolio, ranked #48.

Walled Lake Planning & Wealth Management first reported a position in HPQ in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.71M in Q2 2024. 1,028 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Walled Lake Planning & Wealth Management held 45,282 shares of HP worth $870K as of Q1 2026.
  • Walled Lake Planning & Wealth Management sold 676 HP shares in Q1 2026, an estimated $13.1K.
  • HP made up 0.26% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Walled Lake Planning & Wealth Management first reported a position in HP in Q4 2019 and has held it in 25 quarters since.
  • Walled Lake Planning & Wealth Management's HP position peaked at $1.71M in Q2 2024.
  • 1,028 funds tracked by Wall St. Rank held HP as of Q1 2026.

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