Bank of America’s Helix Energy Solutions HLX Stock Holding History

Bank of America’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-340,000	Closed	-$2.23M	–	7791
2025 Q3	$2.23M	Hold	340,000	–	–	﹤0.01%	4738
2025 Q2	$2.12M	Buy	+340,000	New	+$2.25M	﹤0.01%	4721
2014 Q3	–	Sell	-300	Closed	-$8K	–	8069
2014 Q2	$8K	Buy	300 +200	+200%	+$4.76K	﹤0.01%	7534
2014 Q1	$2K	Sell	100 -400	-80%	-$8.91K	﹤0.01%	7530
2013 Q4	$12K	Sell	500 -9,300	-95%	-$217K	﹤0.01%	7224
2013 Q3	$249K	Buy	9,800 +7,000	+250%	+$180K	﹤0.01%	5265
2013 Q2	$65K	Buy	+2,800	New	+$65.4K	﹤0.01%	6412

Other funds holding HLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America's HLX Position: Q1 2026 in Review

Bank of America reduced its Helix Energy Solutions (HLX) stake by 6.9% in Q1 2026, selling an estimated $209K and leaving 331,076 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3774.

Bank of America first reported a position in HLX in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q4 2019. 274 funds tracked by Wall St. Rank hold HLX as of Q1 2026.

Bank of America held 331,076 shares of Helix Energy Solutions worth $3.27M as of Q1 2026.
Bank of America sold 24,515 Helix Energy Solutions shares in Q1 2026, an estimated $209K.
Helix Energy Solutions made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3774 holding.
Bank of America first reported a position in Helix Energy Solutions in Q2 2013 and has held it in 52 quarters since.
Bank of America's Helix Energy Solutions position peaked at $12M in Q4 2019.
274 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.