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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
Q2 		$1.81M Sell
54,380
-218,100
-80% -$8.16M 0.18% 144
2026
Q1 		$9.77M Buy
+272,480
New +$9.29M 1.48% 20

Other funds holding HP

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fulcrum Asset Management's HP Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Helmerich & Payne (HP) stake by 80% in Q2 2026, selling an estimated $8.16M and leaving 54,380 shares worth $1.81M. The position accounts for 0.18% of the portfolio, ranked #144.

Fulcrum Asset Management first reported a position in HP in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.77M in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Fulcrum Asset Management held 54,380 shares of Helmerich & Payne worth $1.81M as of Q2 2026.
  • Fulcrum Asset Management sold 218,100 Helmerich & Payne shares in Q2 2026, an estimated $8.16M.
  • Helmerich & Payne made up 0.18% of Fulcrum Asset Management's portfolio in Q2 2026, its #144 holding.
  • Fulcrum Asset Management first reported a position in Helmerich & Payne in Q1 2026 and has held it in 2 quarters since.
  • Fulcrum Asset Management's Helmerich & Payne position peaked at $9.77M in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.