WJWM
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Williams Jones Wealth Management’s HP HPQ Stock Holding History

Williams Jones 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
Q2 		$1.84M Buy
83,696
+251
+0.3% +$5.55K 0.02% 215
2026
Q1 		$1.6M Buy
83,445
+144
+0.2% +$2.8K 0.02% 210
2025
Q4 		$1.86M Hold
83,301
– – 0.02% 198
2025
Q3 		$2.27M Hold
83,301
– – 0.03% 179
2025
Q2 		$2.04M Hold
83,301
– – 0.02% 189
2025
Q1 		$2.31M Hold
83,301
– – 0.03% 173
2024
Q4 		$2.72M Sell
83,301
-666
-0.8% -$23.9K 0.03% 170
2024
Q3 		$3.01M Sell
83,967
-740
-0.9% -$26.1K 0.04% 167
2024
Q2 		$2.97M Sell
84,707
-666
-0.8% -$21.1K 0.04% 161
2024
Q1 		$2.58M Sell
85,373
-1
-0% -$29 0.03% 171
2023
Q4 		$2.57M Sell
85,374
-3,338
-4% -$93.5K 0.04% 173
2023
Q3 		$2.28M Buy
88,712
+3
+0% +$92 0.04% 183
2023
Q2 		$2.72M Sell
88,709
-14,328
-14% -$430K 0.04% 170
2023
Q1 		$3.02M Sell
103,037
-207
-0.2% -$5.94K 0.05% 164
2022
Q4 		$2.77M Buy
103,244
+206
+0.2% +$5.7K 0.05% 172
2022
Q3 		$2.57M Sell
103,038
-833
-0.8% -$25.6K 0.04% 186
2022
Q2 		$3.4M Buy
103,871
+77,038
+287% +$2.83M 0.06% 165
2022
Q1 		$974K Buy
+26,833
New +$991K 0.01% 265
2019
Q4 		– Sell
-28,825
Closed -$545K – 455
2019
Q3 		$545K Buy
+28,825
New +$566K 0.01% 258

Other funds holding HPQ

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OP
Oslo Pensjonsforsikring Oslo $869M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Williams Jones Wealth Management's HPQ Position: Q2 2026 in Review

Williams Jones Wealth Management increased its HP (HPQ) stake by 0.3% in Q2 2026, buying an estimated $5.55K and bringing the position to 83,696 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #215.

Williams Jones Wealth Management first reported a position in HPQ in Q3 2019 and has held it in 19 quarters since. The position peaked at $3.4M in Q2 2022. 507 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

  • Williams Jones Wealth Management held 83,696 shares of HP worth $1.84M as of Q2 2026.
  • Williams Jones Wealth Management bought 251 HP shares in Q2 2026, an estimated $5.55K.
  • HP made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Williams Jones Wealth Management first reported a position in HP in Q3 2019 and has held it in 19 quarters since.
  • Williams Jones Wealth Management's HP position peaked at $3.4M in Q2 2022.
  • 507 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.