Carson Wealth (CWM LLC)
HP icon

Carson Wealth (CWM LLC)’s Helmerich & Payne HP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-39
Closed -$9K – 300
2013
Q4 		$9K Buy
+39
New +$3.04K ﹤0.01% 460

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Helmerich & Payne (HP) stake by 0.35% in Q1 2026, buying an estimated $1.71K and bringing the position to 14,242 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Carson Wealth (CWM LLC) first reported a position in HP in Q4 2013 and has held it in 46 quarters since. The position peaked at $5.49M in Q3 2014. 375 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,242 shares of Helmerich & Payne worth $513K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 50 Helmerich & Payne shares in Q1 2026, an estimated $1.71K.
  • Helmerich & Payne made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2000 holding.
  • Carson Wealth (CWM LLC) first reported a position in Helmerich & Payne in Q4 2013 and has held it in 46 quarters since.
  • Carson Wealth (CWM LLC)'s Helmerich & Payne position peaked at $5.49M in Q3 2014.
  • 375 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.