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Wellington Shields & Co’s Hewlett Packard HPE Stock Holding History

Wellington Shields & Co’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
Q2 		$374K Buy
+8,285
New +$299K 0.08% 190
2026
Q1 		– Sell
-8,485
Closed -$204K – 328
2025
Q4 		$204K Sell
8,485
-915
-10% -$21.6K 0.05% 240
2025
Q3 		$231K Buy
+9,400
New +$208K 0.06% 216
2025
Q1 		– Sell
-9,400
Closed -$201K – 312
2024
Q4 		$201K Buy
+9,400
New +$198K 0.06% 200
2021
Q4 		– Sell
-11,600
Closed -$165K – 234
2021
Q3 		$165K Hold
11,600
– – 0.06% 202
2021
Q2 		$169K Hold
11,600
– – 0.06% 201
2021
Q1 		$183K Sell
11,600
-800
-6% -$11.1K 0.07% 187
2020
Q4 		$147K Hold
12,400
– – 0.05% 179
2020
Q3 		$116K Hold
12,400
– – 0.05% 168
2020
Q2 		$121K Hold
12,400
– – 0.05% 169
2020
Q1 		$120K Sell
12,400
-100
-0.8% -$1.31K 0.07% 145
2019
Q4 		$198K Buy
+12,500
New +$200K 0.09% 165
2019
Q3 		– Sell
-12,500
Closed -$187K – 148
2019
Q2 		$187K Hold
12,500
– – 0.09% 167
2019
Q1 		$193K Sell
12,500
-100
-0.8% -$1.54K 0.1% 154
2018
Q4 		$166K Sell
12,600
-100
-0.8% -$1.5K 0.1% 141
2018
Q3 		$207K Sell
12,700
-700
-5% -$11.2K 0.11% 133
2018
Q2 		$196K Hold
13,400
– – 0.1% 137
2018
Q1 		$235K Hold
13,400
– – 0.13% 130
2017
Q4 		$192K Buy
13,400
+800
+6% +$11.4K 0.1% 141
2017
Q3 		$185K Sell
12,600
-3,770
-23% -$51.4K 0.06% 136
2017
Q2 		$211K Sell
16,370
-5,997
-27% -$83.5K 0.07% 124
2017
Q1 		$308K Hold
22,367
– – 0.09% 97
2016
Q4 		$301K Hold
22,367
– – 0.16% 93
2016
Q3 		$296K Hold
22,367
– – 0.15% 82
2016
Q2 		$238K Hold
22,367
– – 0.15% 98
2016
Q1 		$230K Sell
22,367
-3,441
-13% -$28.8K 0.15% 93
2015
Q4 		$228K Buy
+25,808
New +$216K 0.15% 88

Other funds holding HPE

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Shields & Co's HPE Position: Q2 2026 in Review

Wellington Shields & Co opened a new position in Hewlett Packard (HPE) in Q2 2026: 8,285 shares worth $374K. The stake represents 0.08% of the portfolio and ranks #190 among its holdings. This is a return to the name: Wellington Shields & Co previously reported a position in HPE as recently as Q4 2025.

Wellington Shields & Co first reported a position in HPE in Q4 2015 and has held it in 27 quarters since. 1,435 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • Wellington Shields & Co held 8,285 shares of Hewlett Packard worth $374K as of Q2 2026.
  • Hewlett Packard was a new Wellington Shields & Co position in Q2 2026.
  • Hewlett Packard made up 0.08% of Wellington Shields & Co's portfolio in Q2 2026, its #190 holding.
  • Wellington Shields & Co first reported a position in Hewlett Packard in Q4 2015 and has held it in 27 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.