Harbour Investments’s Helmerich & Payne HP Stock Holding History

Harbour Investments’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	$540	Buy	+15	New	+$512	﹤0.01%	4239
2024 Q3	–	Sell	-125	Closed	-$4.52K	–	3438
2024 Q2	$4.52K	Hold	125	–	–	﹤0.01%	2552
2024 Q1	$5.26K	Hold	125	–	–	﹤0.01%	2467
2023 Q4	$4.53K	Buy	+125	New	+$4.83K	﹤0.01%	2445
2021 Q4	–	Sell	-118	Closed	-$3K	–	3094
2021 Q3	$3K	Sell	118 -49	-29%	-$1.37K	﹤0.01%	3185
2021 Q2	$5K	Hold	167	–	–	﹤0.01%	3051
2021 Q1	$5K	Buy	+167	New	+$4.61K	﹤0.01%	2910

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

Harbour Investments's HP Position: Q1 2026 in Review

Harbour Investments opened a new position in Helmerich & Payne (HP) in Q1 2026: 15 shares worth $540. The stake represents ﹤0.01% of the portfolio and ranks #4239 among its holdings. This is a return to the name: Harbour Investments previously reported a position in HP as recently as Q2 2024.

Harbour Investments first reported a position in HP in Q1 2021 and has held it in 7 quarters since. The position peaked at $5.26K in Q1 2024. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

Harbour Investments held 15 shares of Helmerich & Payne worth $540 as of Q1 2026.
Helmerich & Payne was a new Harbour Investments position in Q1 2026.
Helmerich & Payne made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4239 holding.
Harbour Investments first reported a position in Helmerich & Payne in Q1 2021 and has held it in 7 quarters since.
Harbour Investments's Helmerich & Payne position peaked at $5.26K in Q1 2024.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.