FAM
HP icon

Fulcrum Asset Management’s Helmerich & Payne HP Stock Holding History

Fulcrum Asset Management’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 		$9.77M Buy
+272,480
New +$9.29M 1.48% 20

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

Fulcrum Asset Management's HP Position: Q1 2026 in Review

Fulcrum Asset Management opened a new position in Helmerich & Payne (HP) in Q1 2026: 272,480 shares worth $9.77M. The stake represents 1.48% of the portfolio and ranks #20 among its holdings.

374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Fulcrum Asset Management held 272,480 shares of Helmerich & Payne worth $9.77M as of Q1 2026.
  • Helmerich & Payne was a new Fulcrum Asset Management position in Q1 2026.
  • Helmerich & Payne made up 1.48% of Fulcrum Asset Management's portfolio in Q1 2026, its #20 holding.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.