Grantham, Mayo, Van Otterloo & Co (GMO)’s Helmerich & Payne HP Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	–	Sell	-252,200	Closed	-$7.23M	–	676
2025 Q4	$7.23M	Buy	252,200 +5,400	+2%	+$143K	0.02%	268
2025 Q3	$5.45M	Buy	+246,800	New	+$4.55M	0.02%	283
2014 Q2	–	Sell	-3,300	Closed	-$355K	–	525
2014 Q1	$355K	Sell	3,300 -28,622	-90%	-$2.66M	﹤0.01%	524
2013 Q4	$2.68M	Sell	31,922 -14,739	-32%	-$1.15M	0.01%	378
2013 Q3	$3.22M	Buy	46,661 +2,761	+6%	+$182K	0.01%	364
2013 Q2	$2.74M	Buy	+43,900	New	+$2.7M	0.01%	369

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s HP Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Helmerich & Payne (HP) in Q1 2026, closing a stake of 252,200 shares — an estimated $7.23M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in HP in Q2 2013 and held it in 6 quarters. The position peaked at $7.23M in Q4 2025. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Helmerich & Payne position as of Q1 2026 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 252,200 Helmerich & Payne shares in Q1 2026, an estimated $7.23M.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Helmerich & Payne in Q2 2013 and held it in 6 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Helmerich & Payne position peaked at $7.23M in Q4 2025.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.