GRIMES & Co WEALTH MANAGEMENT, LLC

Position in HPE — Hewlett Packard Enterprise Co

CIK 1321993 WESTBOROUGH, MA

Position in HPE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$30,882,576

+$13,881,879 QoQ

Shares Held

684,606

-4.1% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#148

of 1,433 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $58,785,897 across 3 Communication Equipment names. HPE ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HPE	Hewlett Packard Enterprise Co This page	684,606	$30,882,576
2	CSCO	Cisco Systems, Inc.	235,213	$27,628,118
3	CIEN	Ciena Corp	561	$275,203

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,882,576	684,606	-4.1%	Shares	Sole	2026-07-17
2026-03-31	$17,000,697	714,015	-2.0%	Shares	Sole	2026-04-21
2025-12-31	$17,500,635	728,586	-9.7%	Shares	Sole	2026-02-03
2025-09-30	$19,819,428	806,980	-12.7%	Shares	Sole	2025-10-27
2025-06-30	$18,908,008	924,597	-29.9%	Shares	Sole	2025-07-22
2025-03-31	$20,343,174	1,318,417	+1.5%	Shares	Sole	2025-04-17
2024-12-31	$27,739,542	1,299,276	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$26,505,786	1,295,493	+183.9%	Shares	Sole	2024-10-22
2024-06-30	$9,661,162	456,361	+1.0%	Shares	Sole	2024-07-22
2024-03-31	$8,013,871	451,995	+4.1%	Shares	Sole	2024-04-17
2023-12-31	$7,371,357	434,120	+4.3%	Shares	Sole	2024-01-24
2023-09-30	$7,230,627	416,271	-0.3%	Shares	Sole	2023-10-19
2023-06-30	$7,013,983	417,499	+5.9%	Shares	Sole	2023-07-19
2023-03-31	$6,280,514	394,257	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.