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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

HPE holding history

Hewlett Packard Enterprise Co in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HPE overviewAll 13F holders of HPEFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2022
Holdings of HPE by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−12,301−100.0%Sold outHolders
Q1 202512,301$189.8K<0.1%−1,298−9.5%ReducedHolders
Q4 202413,599$290.3K<0.1%−300−2.2%ReducedHolders
Q3 202413,899$284.4K<0.1%00.0%UnchangedHolders
Q2 202413,899$294.2K<0.1%+1,120+8.8%AddedHolders
Q1 202412,779$226.6K<0.1%−649−4.8%ReducedHolders
Q4 202313,428$228.0K<0.1%+1,298+10.7%AddedHolders
Q3 202312,130$210.7K<0.1%00.0%UnchangedHolders
Q2 202312,130$203.8K<0.1%−10,521−46.4%ReducedHolders
Q1 202322,651$360.8K0.1%−250−1.1%ReducedHolders
Q4 202222,901$365.5K0.1%00.0%UnchangedHolders
Q3 202222,901$274.0K<0.1%+11,995+110.0%AddedHolders
Q2 202210,906$146.0K<0.1%+145+1.3%AddedHolders
Q1 202210,761$181.0K<0.1%+10,761NewHolders