WealthTrust Axiom’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $286K | Hold |
1,375
| – | – | 0.07% | 210 |
|
|
2025
Q4 | $250K | Hold |
1,375
| – | – | 0.06% | 225 |
|
|
2025
Q3 | $257K | Sell |
1,375
-120
| -8% | -$21.8K | 0.07% | 214 |
|
|
2025
Q2 | $248K | Buy |
1,495
+55
| +4% | +$9.07K | 0.07% | 208 |
|
|
2025
Q1 | $246K | Hold |
1,440
| – | – | 0.08% | 211 |
|
|
2024
Q4 | $244K | Buy |
1,440
+30
| +2% | +$5.38K | 0.07% | 207 |
|
|
2024
Q3 | $270K | Hold |
1,410
| – | – | 0.08% | 194 |
|
|
2024
Q2 | $259K | Buy |
1,410
+35
| +3% | +$6.77K | 0.09% | 192 |
|
|
2024
Q1 | $267K | Hold |
1,375
| – | – | 0.09% | 191 |
|
|
2023
Q4 | $256K | Hold |
1,375
| – | – | 0.09% | 193 |
|
|
2023
Q3 | $275K | Sell |
1,375
-1,386
| -50% | -$310K | 0.1% | 179 |
|
|
2023
Q2 | $689K | Hold |
2,761
| – | – | 0.23% | 96 |
|
|
2023
Q1 | $702K | Hold |
2,761
| – | – | 0.24% | 95 |
|
|
2022
Q4 | $639K | Hold |
2,761
| – | – | 0.22% | 96 |
|
|
2022
Q3 | $608K | Hold |
2,761
| – | – | 0.23% | 93 |
|
|
2022
Q2 | $594K | Hold |
2,761
| – | – | 0.21% | 100 |
|
|
2022
Q1 | $598K | Buy |
2,761
+400
| +17% | +$81.2K | 0.19% | 111 |
|
|
2021
Q4 | $456K | Hold |
2,361
| – | – | 0.15% | 138 |
|
|
2021
Q3 | $399K | Hold |
2,361
| – | – | 0.14% | 143 |
|
|
2021
Q2 | $411K | Hold |
2,361
| – | – | 0.13% | 142 |
|
|
2021
Q1 | $373K | Hold |
2,361
| – | – | 0.13% | 143 |
|
|
2020
Q4 | $359K | Hold |
2,361
| – | – | 0.13% | 141 |
|
|
2020
Q3 | $338K | Hold |
2,361
| – | – | 0.15% | 125 |
|
|
2020
Q2 | $306K | Buy |
2,361
+100
| +4% | +$13.4K | 0.13% | 134 |
|
|
2020
Q1 | $299K | Sell |
2,261
-125
| -5% | -$18.4K | 0.15% | 120 |
|
|
2019
Q4 | $350K | Hold |
2,386
| – | – | 0.12% | 130 |
|
|
2019
Q3 | $369K | Hold |
2,386
| – | – | 0.13% | 129 |
|
|
2019
Q2 | $319K | Hold |
2,386
| – | – | 0.11% | 147 |
|
|
2019
Q1 | $273K | Hold |
2,386
| – | – | 0.1% | 160 |
|
|
2018
Q4 | $255K | Sell |
2,386
-5
| -0.2% | -$532 | 0.1% | 158 |
|
|
2018
Q3 | $243K | Sell |
2,391
-20
| -0.8% | -$1.98K | 0.08% | 187 |
|
|
2018
Q2 | $224K | Hold |
2,411
| – | – | 0.08% | 191 |
|
|
2018
Q1 | $238K | Buy |
2,411
+90
| +4% | +$9.3K | 0.09% | 185 |
|
|
2017
Q4 | $263K | Hold |
2,321
| – | – | 0.1% | 177 |
|
|
2017
Q3 | $253K | Sell |
2,321
-50
| -2% | -$5.33K | 0.1% | 177 |
|
|
2017
Q2 | $254K | Hold |
2,371
| – | – | 0.1% | 181 |
|
|
2017
Q1 | $259K | Buy |
2,371
+180
| +8% | +$19.3K | 0.09% | 183 |
|
|
2016
Q4 | $226K | Buy |
+2,191
| New | +$216K | 0.08% | 185 |
|
Other funds holding HSY
VCM
VPM
WealthTrust Axiom's HSY Position: Q1 2026 in Review
WealthTrust Axiom held its Hershey (HSY) position steady in Q1 2026 at 1,375 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #210.
WealthTrust Axiom first reported a position in HSY in Q4 2016 and has held it in 38 quarters since. The position peaked at $702K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- WealthTrust Axiom held 1,375 shares of Hershey worth $286K as of Q1 2026.
- WealthTrust Axiom left its Hershey share count unchanged in Q1 2026.
- Hershey made up 0.07% of WealthTrust Axiom's portfolio in Q1 2026, its #210 holding.
- WealthTrust Axiom first reported a position in Hershey in Q4 2016 and has held it in 38 quarters since.
- WealthTrust Axiom's Hershey position peaked at $702K in Q1 2023.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.