HPQ HEWLETT PACKARD COM

Ownership history in Wellington Shields & Co., LLC  ·  57 quarters on record

AI Ownership Summary

Wellington Shields & Co., LLC reported HEWLETT PACKARD COM (HPQ) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.1% in 2024 Q2. The latest visible filing shows HPQ at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HPQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wellington Shields & Co., LLC's position in HEWLETT PACKARD COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HPQ was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wellington Shields & Co., LLC held HPQ — position size vs. price
% of Fund (quarterly)    HPQ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 9,200 0% 0.07% $251K 2025-11-05 $25.91
2025 Q2 UNCHANGED 9,200 0% 0.06% $225K 2025-08-05 $24.12
2025 Q1 UNCHANGED 9,200 0% 0.08% $255K 2025-05-08 $25.06
2024 Q4 UNCHANGED 9,200 0% 0.09% $300K 2025-02-10 $30.93
2024 Q3 UNCHANGED 9,200 0% 0.10% $330K 2024-11-13 $34.40
2024 Q2 REDUCED 9,200 -600 -6.1% 0.10% $322K 2024-08-07 $29.68
2024 Q1 UNCHANGED 9,800 0% 0.10% $296K 2024-05-03 $25.92
2023 Q4 UNCHANGED 9,800 0% 0.07% $295K 2024-02-09 $25.91
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wellington Shields & Co., LLC and HPQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wellington Shields & Co., LLC reported owning HPQ?

Wellington Shields & Co., LLC reported HPQ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HPQ position in Wellington Shields & Co., LLC's portfolio?

The largest reported portfolio weight for HPQ was 0.10% in 2024 Q2.

What is the latest reported HPQ position on this page?

The most recent filing on this page is 2025 Q3, when Wellington Shields & Co., LLC reported 9,200 shares, equal to 0.07% of portfolio, with an estimated market value of $251K.

What does the chart on this HPQ ownership page compare?

The chart compares Wellington Shields & Co., LLC's quarterly HPQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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