Cornerstone Planning Group’s Helmerich & Payne HP Stock Holding History

Cornerstone Planning Group’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
2026 Q1	$3.58K	Sell	87 -3	-3%	-$102	﹤0.01%	1175
2025 Q4	$2.98K	Hold	90	–	–	﹤0.01%	1108
2025 Q3	$2.4K	Hold	90	–	–	﹤0.01%	1127
2025 Q2	$1.41K	Sell	90 -99	-52%	-$1.81K	﹤0.01%	1031
2025 Q1	$3.74K	Buy	189 +75	+66%	+$2.18K	﹤0.01%	811
2024 Q4	$3.86K	Hold	114	–	–	﹤0.01%	634
2024 Q3	$3.8K	Sell	114 -41	-26%	-$1.42K	﹤0.01%	635
2024 Q2	$5.33K	Sell	155 -26	-14%	-$1K	﹤0.01%	562
2024 Q1	$6.96K	Hold	181	–	–	﹤0.01%	467
2023 Q4	$6.56K	Hold	181	–	–	﹤0.01%	495
2023 Q3	$7.63K	Buy	181 +47	+35%	+$1.96K	﹤0.01%	475
2023 Q2	$4.75K	Buy	+134	New	+$4.57K	﹤0.01%	909
2022 Q4	$2.77K	Buy	+59	New	+$2.81K	﹤0.01%	1105

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Planning Group's HP Position: Q1 2026 in Review

Cornerstone Planning Group reduced its Helmerich & Payne (HP) stake by 3.3% in Q1 2026, selling an estimated $102 and leaving 87 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Cornerstone Planning Group first reported a position in HP in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.63K in Q3 2023. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

Cornerstone Planning Group held 87 shares of Helmerich & Payne worth $3.58K as of Q1 2026.
Cornerstone Planning Group sold 3 Helmerich & Payne shares in Q1 2026, an estimated $102.
Helmerich & Payne made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1175 holding.
Cornerstone Planning Group first reported a position in Helmerich & Payne in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Helmerich & Payne position peaked at $7.63K in Q3 2023.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.